EFAS vs IVV
Global X MSCI SuperDividend EAFE ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EFAS delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | EFAS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $56M | $907.0B | |
| Dividend Yield | 4.52% | 1.10% | |
| Holdings | 58 | 508 | |
| YTD Return | +20.23% | +14.29% | |
| 1Y Return | +26.31% | +21.79% | |
| 3Y Return (annualized) | +27.27% | +22.19% | |
| 5Y Return (annualized) | +14.19% | +13.28% | |
| Volatility (annualized) | 18.6% | 15.1% | |
| Max Drawdown | -51.1% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2016 | May 15, 2000 |
EFAS vs IVV Performance
Global X MSCI SuperDividend EAFE ETF (EFAS) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EFAS returned +26.31% while IVV returned +21.79%. Year to date, EFAS is up 20.23% versus a gain of 14.29% for IVV.
Over three years, EFAS compounded at +27.27% per year against +22.19% for IVV; over five years the annualized figures are +14.19% and +13.28% respectively. Across the full 10-year window we track, EFAS has the edge at +8.19% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EFAS has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -51.1% for EFAS and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EFAS charges 0.55% per year while IVV charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, EFAS currently yields 4.52% against 1.10% for IVV.
Holdings Overlap
EFAS and IVV share 0 holdings out of 554 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EFAS or IVV?
EFAS has an expense ratio of 0.55% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, EFAS or IVV?
Over the past year EFAS returned +26.31% vs +21.79% for IVV, so EFAS leads on 1-year performance. Over the longest common window we track (10 years), EFAS annualized +8.19% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, EFAS or IVV?
EFAS has been the more volatile fund at 18.6% annualized versus 15.1% for IVV. Worst drawdown: EFAS -51.1% vs IVV -56.5%.
Should I hold both EFAS and IVV?
EFAS and IVV have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EFAS and IVV?
EFAS and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, EFAS or IVV?
EFAS yields 4.52% while IVV yields 1.10%, so EFAS currently pays the higher dividend yield.
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