EIRL vs SPY

EIRL vs SPY
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Quick Verdict

SPY has a lower expense ratio. EIRL delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: EIRLMore Diversified: SPY

Side-by-Side Comparison

MetricEIRLSPYWinner
Expense Ratio0.50%0.09%
AUM$79M$821.1B
Dividend Yield2.36%1.01%
Holdings32505
YTD Return+13.06%+13.17%
1Y Return+23.21%+21.53%
3Y Return (annualized)+16.43%+22.06%
5Y Return (annualized)+8.65%+13.35%
Volatility (annualized)19.9%15.3%
Max Drawdown-48.3%-56.5%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityEquity
InceptionMay 5, 2010Jan 22, 1993

EIRL vs SPY Performance

iShares MSCI Ireland ETF (EIRL) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year EIRL returned +23.21% while SPY returned +21.53%. Year to date, EIRL is up 13.06% versus a gain of 13.17% for SPY.

Over three years, EIRL compounded at +16.43% per year against +22.06% for SPY; over five years the annualized figures are +8.65% and +13.35% respectively. Across the full 16-year window we track, EIRL has the edge at +9.32% annualized vs +8.82%. 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 15.3% for SPY. 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, EIRL currently yields 2.36% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

EIRL and SPY share 0 holdings out of 530 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, EIRL or SPY?

EIRL has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, EIRL or SPY?

Over the past year EIRL returned +23.21% vs +21.53% for SPY, so EIRL leads on 1-year performance. Over the longest common window we track (16 years), EIRL annualized +9.32% vs +8.82% for SPY. Past performance does not guarantee future results.

Which is riskier, EIRL or SPY?

EIRL has been the more volatile fund at 19.9% annualized versus 15.3% for SPY. Worst drawdown: EIRL -48.3% vs SPY -56.5%.

Should I hold both EIRL and SPY?

EIRL and SPY 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 SPY?

EIRL and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 530 unique securities.

Which pays a higher dividend, EIRL or SPY?

EIRL yields 2.36% while SPY yields 1.01%, so EIRL currently pays the higher dividend yield.

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