ERTH vs IVV
Invesco MSCI Sustainable Future 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 508 holdings.
Side-by-Side Comparison
| Metric | ERTH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.66% | 0.03% | |
| AUM | $138M | $907.0B | |
| Dividend Yield | 1.96% | 1.10% | |
| Holdings | 182 | 508 | |
| YTD Return | -2.15% | +12.96% | |
| 1Y Return | +4.52% | +20.70% | |
| 3Y Return (annualized) | +1.15% | +22.10% | |
| 5Y Return (annualized) | -5.31% | +13.40% | |
| Volatility (annualized) | 22.7% | 15.1% | |
| Max Drawdown | -64.5% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2006 | May 15, 2000 |
ERTH vs IVV Performance
Invesco MSCI Sustainable Future ETF (ERTH) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ERTH returned +4.52% while IVV returned +20.70%. Year to date, ERTH is down 2.15% versus a gain of 12.96% for IVV.
Over three years, ERTH compounded at +1.15% per year against +22.10% for IVV; over five years the annualized figures are -5.31% and +13.40% respectively. Across the full 20-year window we track, IVV has the edge at +7.01% annualized vs +4.29%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ERTH has been the more volatile fund, with annualized monthly volatility of 22.7% 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 -64.5% for ERTH 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ERTH charges 0.66% per year while IVV charges 0.03%. On a $10,000 position that is $66 vs $3 annually, a gap of $63 per year that compounds over a long holding period. On income, ERTH currently yields 1.96% against 1.10% for IVV.
Holdings Overlap
ERTH and IVV share 5 holdings out of 673 unique holdings combined, representing a 6.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ERTH or IVV?
ERTH has an expense ratio of 0.66% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, ERTH or IVV?
Over the past year ERTH returned +4.52% vs +20.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (20 years), ERTH annualized +4.29% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, ERTH or IVV?
ERTH has been the more volatile fund at 22.7% annualized versus 15.1% for IVV. Worst drawdown: ERTH -64.5% vs IVV -56.5%.
Should I hold both ERTH and IVV?
ERTH and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ERTH and IVV?
ERTH and IVV share 5 common holdings with a 6.3% weight overlap. Combined, they hold 673 unique securities.
Which pays a higher dividend, ERTH or IVV?
ERTH yields 1.96% while IVV yields 1.10%, so ERTH currently pays the higher dividend yield.
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