EIS vs IVV
iShares MSCI Israel ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EIS delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | EIS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $912M | $907.0B | |
| Dividend Yield | 1.56% | 1.10% | |
| Holdings | 129 | 508 | |
| YTD Return | +9.80% | +12.96% | |
| 1Y Return | +35.41% | +20.70% | |
| 3Y Return (annualized) | +32.55% | +22.10% | |
| 5Y Return (annualized) | +13.65% | +13.40% | |
| Volatility (annualized) | 20.5% | 15.1% | |
| Max Drawdown | -51.9% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 26, 2008 | May 15, 2000 |
EIS vs IVV Performance
iShares MSCI Israel ETF (EIS) 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 EIS returned +35.41% while IVV returned +20.70%. Year to date, EIS is up 9.80% versus a gain of 12.96% for IVV.
Over three years, EIS compounded at +32.55% per year against +22.10% for IVV; over five years the annualized figures are +13.65% and +13.40% respectively. Across the full 18-year window we track, IVV has the edge at +7.01% annualized vs +5.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EIS has been the more volatile fund, with annualized monthly volatility of 20.5% 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 -51.9% for EIS 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EIS charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, EIS currently yields 1.56% against 1.10% for IVV.
Holdings Overlap
EIS and IVV share 1 holdings out of 626 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EIS | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.05% | 0.15% | 0.10% |
Frequently Asked Questions
Which is cheaper, EIS or IVV?
EIS has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, EIS or IVV?
Over the past year EIS returned +35.41% vs +20.70% for IVV, so EIS leads on 1-year performance. Over the longest common window we track (18 years), EIS annualized +5.36% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, EIS or IVV?
EIS has been the more volatile fund at 20.5% annualized versus 15.1% for IVV. Worst drawdown: EIS -51.9% vs IVV -56.5%.
Should I hold both EIS and IVV?
EIS and IVV have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EIS and IVV?
EIS and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 626 unique securities.
Which pays a higher dividend, EIS or IVV?
EIS yields 1.56% while IVV yields 1.10%, so EIS currently pays the higher dividend yield.
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