ESN vs IVV

ESN vs IVV

Which is better, ESN or IVV?

Large Cap Value against Large Cap Blend.

IVV has a lower expense ratio. ESN led over 1Y and the full window. ESN is less concentrated, with 32.6% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: ESNLess Concentrated: ESN

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

MetricESNIVV
Expense Ratio0.70%0.03%Best
AUM$339M$876.4B
Dividend Yield0.76%1.06%
Holdings44508
YTD Return+19.43%Best+12.39%
1Y Return+22.53%Best+16.61%
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Volatility (annualized)10.7%Best12.8%
Max Drawdown-13.6%Best-18.8%
$10,000 over 1.9 years$13,632Best$13,347
Top 10 Weight32.6%Best37.8%
Fund FamilyKKM FinancialiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJun 11, 2024May 15, 2000

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 21, 2024 to Sep 18, 2026 (1.9 years).

ESN 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 covers the 1.9 years both funds cover.

ESN vs IVV Performance

Essential 40 Stock ETF (ESN) is an ETF from KKM Financial and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ESN returned +22.53% while IVV returned +16.61%. Year to date, ESN is up 19.43% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 10.7% for ESN. 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 -13.6% for ESN and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ESN charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, ESN currently yields 0.76% against 1.06% for IVV.

Holdings Overlap

ESN already in IVV92.2%
IVV already in ESN34.5%

92.2% of ESN's money is in holdings IVV also owns. 34.5% of IVV's money is in holdings ESN also owns.

Most of ESN is already inside IVV. Owning both mostly buys the same companies twice.

38 positions in common, counted across the 41 positions we hold weights for in ESN and 490 in IVV, against full books of 44 and 508.

What only one of them owns

Our book lists 444 positions for IVV that do not appear in our book for ESN (64.2% of the fund), and 1 for ESN that do not appear in IVV (2.7%).

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 ESNWeight in IVVDifference
AAPLApple, Inc2.74%7.02%4.28%
MSFTMicrosoft Corp2.30%5.69%3.39%
AMZNAmazon.Com Inc2.28%3.84%1.56%
INTCIntel Corporation4.88%0.67%4.21%
GOOGLAlphabet Inc,class A2.22%3.00%0.78%
MPCMarathon Petroleum Corp4.63%0.16%4.47%
PANWPalo Alto Networks, Inc3.78%0.47%3.31%
METAMeta Platforms Inc2.04%1.90%0.14%
JPMJpmorgan Chase2.41%1.44%0.97%
XOMExxon Mobil Corp.2.82%1.01%1.81%

92.2% of ESN is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ESNIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ESN or IVV?

ESN has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, ESN or IVV?

Over the past year ESN returned +22.53% vs +16.61% for IVV, so ESN leads on 1-year performance. Over the longest common window we track (2 years), ESN annualized +17.71% vs +16.41% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ESN or IVV?

IVV has been the more volatile fund at 12.8% annualized versus 10.7% for ESN. Worst drawdown: ESN -13.6% vs IVV -18.8%.

Should I hold both ESN and IVV?

ESN and IVV have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ESN and IVV?

92.2% of ESN's money is in holdings IVV also owns. 34.5% of IVV's is in holdings ESN also owns. They hold 38 positions in common, counted across the 41 positions we hold weights for in ESN and 490 in IVV.

Which pays a higher dividend, ESN or IVV?

ESN yields 0.76% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than ESN?

IVV has a lower expense ratio. ESN led over 1Y and the full window. ESN is less concentrated, with 32.6% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.