EIRL vs IVV

EIRL vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: EIRLMore Diversified: IVV

Side-by-Side Comparison

MetricEIRLIVVWinner
Expense Ratio0.50%0.03%
AUM$79M$907.0B
Dividend Yield2.36%1.10%
Holdings32508
YTD Return+13.06%+13.22%
1Y Return+23.21%+21.62%
3Y Return (annualized)+16.43%+22.17%
5Y Return (annualized)+8.65%+13.42%
Volatility (annualized)19.9%15.1%
Max Drawdown-48.3%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMay 5, 2010May 15, 2000

EIRL vs IVV Performance

iShares MSCI Ireland ETF (EIRL) 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 EIRL returned +23.21% while IVV returned +21.62%. Year to date, EIRL is up 13.06% versus a gain of 13.22% for IVV.

Over three years, EIRL compounded at +16.43% per year against +22.17% for IVV; over five years the annualized figures are +8.65% and +13.42% respectively. Across the full 16-year window we track, EIRL has the edge at +9.32% annualized vs +7.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EIRL has been the more volatile fund, with annualized monthly volatility of 19.9% 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 -48.3% for EIRL 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EIRL charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, EIRL currently yields 2.36% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

EIRL and IVV share 1 holdings out of 530 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EIRLWeight in IVVDifference
XTSLA0.05%0.15%0.10%

Frequently Asked Questions

Which is cheaper, EIRL or IVV?

EIRL has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, EIRL or IVV?

Over the past year EIRL returned +23.21% vs +21.62% for IVV, so EIRL leads on 1-year performance. Over the longest common window we track (16 years), EIRL annualized +9.32% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, EIRL or IVV?

EIRL has been the more volatile fund at 19.9% annualized versus 15.1% for IVV. Worst drawdown: EIRL -48.3% vs IVV -56.5%.

Should I hold both EIRL and IVV?

EIRL and IVV have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EIRL and IVV?

EIRL and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 530 unique securities.

Which pays a higher dividend, EIRL or IVV?

EIRL yields 2.36% while IVV yields 1.10%, so EIRL currently pays the higher dividend yield.

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