ESGV vs IVV
Vanguard ESG US Stock ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. ESGV offers more diversification with 1,244 holdings.
Side-by-Side Comparison
| Metric | ESGV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $13.2B | $907.0B | |
| Dividend Yield | 0.88% | 1.10% | |
| Holdings | 1,244 | 508 | |
| YTD Return | +12.15% | +12.71% | |
| 1Y Return | +20.83% | +21.89% | |
| 3Y Return (annualized) | +21.83% | +22.08% | |
| 5Y Return (annualized) | +11.36% | +12.96% | |
| Volatility (annualized) | 17.9% | 15.1% | |
| Max Drawdown | -33.7% | -56.5% | |
| Fund Family | Vanguard (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 18, 2018 | May 15, 2000 |
ESGV vs IVV Performance
Vanguard ESG US Stock ETF (ESGV) is a ETF from Vanguard (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ESGV returned +20.83% while IVV returned +21.89%. Year to date, ESGV is up 12.15% versus a gain of 12.71% for IVV.
Over three years, ESGV compounded at +21.83% per year against +22.08% for IVV; over five years the annualized figures are +11.36% and +12.96% respectively. Across the full 8-year window we track, ESGV has the edge at +14.52% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESGV has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -33.7% for ESGV 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ESGV charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, ESGV currently yields 0.88% against 1.10% for IVV.
Holdings Overlap
ESGV and IVV share 370 holdings out of 1359 unique holdings combined, representing a 77.6% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, ESGV or IVV?
ESGV has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, ESGV or IVV?
Over the past year ESGV returned +20.83% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), ESGV annualized +14.52% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, ESGV or IVV?
ESGV has been the more volatile fund at 17.9% annualized versus 15.1% for IVV. Worst drawdown: ESGV -33.7% vs IVV -56.5%.
Should I hold both ESGV and IVV?
ESGV and IVV have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between ESGV and IVV?
ESGV and IVV share 370 common holdings with a 77.6% weight overlap. Combined, they hold 1359 unique securities.
Which pays a higher dividend, ESGV or IVV?
ESGV yields 0.88% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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