EGLE vs IVV

EGLE vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricEGLEIVVWinner
Expense Ratio0.19%0.03%
AUM$2M$907.0B
Dividend Yield1.15%1.10%
Holdings378508
YTD Return+12.80%+12.76%
1Y Return+16.01%+20.63%
3Y Return (annualized)-+21.71%
5Y Return (annualized)-+12.87%
Volatility (annualized)11.0%15.1%
Max Drawdown-9.8%-56.5%
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryEquityEquity
InceptionApr 15, 2025May 15, 2000

EGLE vs IVV Performance

Global X S&P 500 US Revenue Leaders ETF (EGLE) 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 EGLE returned +16.01% while IVV returned +20.63%. Year to date, EGLE is up 12.80% versus a gain of 12.76% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.0% for EGLE. 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 -9.8% for EGLE 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

EGLE charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, EGLE currently yields 1.15% against 1.10% for IVV.

Holdings Overlap

60.7%overlap

EGLE and IVV share 370 holdings out of 507 unique holdings combined, representing a 60.7% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in EGLEWeight in IVVDifference
NVDA9.82%7.76%2.06%
MSFT11.03%4.57%6.46%
AMZN6.11%3.75%2.36%
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TSLAProProPro
JPMProProPro
BRK.BProProPro
LLYProProPro
JNJProProPro
CSCOProProPro
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Frequently Asked Questions

Which is cheaper, EGLE or IVV?

EGLE has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, EGLE or IVV?

Over the past year EGLE returned +16.01% vs +20.63% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), EGLE annualized +24.73% vs +6.99% for IVV. Past performance does not guarantee future results.

Which is riskier, EGLE or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 11.0% for EGLE. Worst drawdown: EGLE -9.8% vs IVV -56.5%.

Should I hold both EGLE and IVV?

EGLE and IVV have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between EGLE and IVV?

EGLE and IVV share 370 common holdings with a 60.7% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, EGLE or IVV?

EGLE yields 1.15% while IVV yields 1.10%, so EGLE currently pays the higher dividend yield.

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