ESIM vs IVV

ESIM vs IVV

Which is better, ESIM or IVV?

IVV costs less.

IVV has a lower expense ratio. ESIM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.1%.

Lower Fees: IVVLess Concentrated: ESIM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricESIMIVV
Expense Ratio0.59%0.03%Best
AUM$30M$882.6B
Dividend Yield1.18%1.06%
Holdings348508
YTD Return+14.71%Best+13.60%
1Y Return-+16.32%
3Y Return (annualized)-+23.81%
5Y Return (annualized)-+14.03%
Top 10 Weight26.1%Best38.1%
Fund FamilyEventideiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 17, 2025May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ESIM vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ESIM vs IVV Performance

Eventide International ETF (ESIM) is an ETF from Eventide and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, ESIM is up 14.71% versus a gain of 13.60% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

ESIM 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, ESIM currently yields 1.18% against 1.06% for IVV.

Holdings Overlap

ESIM already in IVV0.5%
IVV already in ESIM0.1%

0.5% of ESIM's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings ESIM also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 115 positions we hold weights for in ESIM and 505 in IVV, against full books of 348 and 508.

What only one of them owns

Our book lists 496 positions for IVV that do not appear in our book for ESIM (99.2% of the fund), and 14 for ESIM that do not appear in IVV (8.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ESIMWeight in IVVDifference
NXPINxp Semiconductors Nv Sedol B505Pn70.52%0.09%0.43%

You are not choosing between two funds in isolation.

Whichever of ESIM and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ESIMIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ESIM or IVV?

ESIM has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option, by $56 a year on a $10,000 investment.

Which pays a higher dividend, ESIM or IVV?

ESIM yields 1.18% while IVV yields 1.06%, so ESIM currently pays the higher dividend yield.

Is IVV better than ESIM?

IVV has a lower expense ratio. ESIM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.