EGUS vs IVV
ishares ESG Aware MSCI USA Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EGUS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $27M | $865.2B | |
| Dividend Yield | 0.21% | 1.09% | |
| Holdings | 97 | 508 | |
| YTD Return | +12.37% | +13.72% | |
| 1Y Return | +19.76% | +21.64% | |
| 3Y Return (annualized) | +24.82% | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 16.9% | 15.1% | |
| Max Drawdown | -24.9% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2023 | May 15, 2000 |
EGUS vs IVV Performance
ishares ESG Aware MSCI USA Growth ETF (EGUS) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EGUS returned +19.76% while IVV returned +21.64%. Year to date, EGUS is up 12.37% versus a gain of 13.72% for IVV.
Over three years, EGUS compounded at +24.82% per year against +21.55% for IVV. Across the full 4-year window we track, EGUS has the edge at +25.85% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGUS has been the more volatile fund, with annualized monthly volatility of 16.9% 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 -24.9% for EGUS 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EGUS charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, EGUS currently yields 0.21% against 1.09% for IVV.
Holdings Overlap
EGUS and IVV share 78 holdings out of 521 unique holdings combined, representing a 44.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EGUS or IVV?
EGUS has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, EGUS or IVV?
Over the past year EGUS returned +19.76% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), EGUS annualized +25.85% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EGUS or IVV?
EGUS has been the more volatile fund at 16.9% annualized versus 15.1% for IVV. Worst drawdown: EGUS -24.9% vs IVV -56.5%.
Should I hold both EGUS and IVV?
EGUS and IVV have a monthly-return correlation of 0.91, 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 EGUS and IVV?
EGUS and IVV share 78 common holdings with a 44.8% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, EGUS or IVV?
EGUS yields 0.21% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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