ESGE vs IVV
iShares ESG Aware MSCI EM ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. ESGE delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ESGE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $6.9B | $907.0B | |
| Dividend Yield | 2.23% | 1.10% | |
| Holdings | 332 | 508 | |
| YTD Return | +19.56% | +12.71% | |
| 1Y Return | +36.97% | +21.89% | |
| 3Y Return (annualized) | +24.17% | +22.08% | |
| 5Y Return (annualized) | +8.45% | +12.96% | |
| Volatility (annualized) | 17.2% | 15.1% | |
| Max Drawdown | -41.1% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 28, 2016 | May 15, 2000 |
ESGE vs IVV Performance
iShares ESG Aware MSCI EM ETF (ESGE) 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 ESGE returned +36.97% while IVV returned +21.89%. Year to date, ESGE is up 19.56% versus a gain of 12.71% for IVV.
Over three years, ESGE compounded at +24.17% per year against +22.08% for IVV; over five years the annualized figures are +8.45% and +12.96% respectively. Across the full 10-year window we track, ESGE has the edge at +8.49% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESGE has been the more volatile fund, with annualized monthly volatility of 17.2% 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 -41.1% for ESGE 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ESGE charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, ESGE currently yields 2.23% against 1.10% for IVV.
Holdings Overlap
ESGE and IVV share 1 holdings out of 789 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 ESGE | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.20% | 0.15% | 0.05% |
Frequently Asked Questions
Which is cheaper, ESGE or IVV?
ESGE has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, ESGE or IVV?
Over the past year ESGE returned +36.97% vs +21.89% for IVV, so ESGE leads on 1-year performance. Over the longest common window we track (10 years), ESGE annualized +8.49% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, ESGE or IVV?
ESGE has been the more volatile fund at 17.2% annualized versus 15.1% for IVV. Worst drawdown: ESGE -41.1% vs IVV -56.5%.
Should I hold both ESGE and IVV?
ESGE and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ESGE and IVV?
ESGE and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 789 unique securities.
Which pays a higher dividend, ESGE or IVV?
ESGE yields 2.23% while IVV yields 1.10%, so ESGE currently pays the higher dividend yield.
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