EUDG vs IVV
WisdomTree Europe Quality Dividend Growth Fund 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 | EUDG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.03% | |
| AUM | $70M | $907.0B | |
| Dividend Yield | 2.33% | 1.10% | |
| Holdings | 228 | 508 | |
| YTD Return | +8.32% | +13.22% | |
| 1Y Return | +18.93% | +21.62% | |
| 3Y Return (annualized) | +13.04% | +22.17% | |
| 5Y Return (annualized) | +5.68% | +13.42% | |
| Volatility (annualized) | 15.5% | 15.1% | |
| Max Drawdown | -33.8% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 7, 2014 | May 15, 2000 |
EUDG vs IVV Performance
WisdomTree Europe Quality Dividend Growth Fund (EUDG) is a ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EUDG returned +18.93% while IVV returned +21.62%. Year to date, EUDG is up 8.32% versus a gain of 13.22% for IVV.
Over three years, EUDG compounded at +13.04% per year against +22.17% for IVV; over five years the annualized figures are +5.68% and +13.42% respectively. Across the full 12-year window we track, IVV has the edge at +7.02% annualized vs +5.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EUDG has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -33.8% for EUDG 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EUDG charges 0.58% per year while IVV charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, EUDG currently yields 2.33% against 1.10% for IVV.
Holdings Overlap
EUDG and IVV share 1 holdings out of 732 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EUDG | Weight in IVV | Difference |
|---|---|---|---|
| KR | 0.00% | 0.05% | 0.05% |
Frequently Asked Questions
Which is cheaper, EUDG or IVV?
EUDG has an expense ratio of 0.58% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, EUDG or IVV?
Over the past year EUDG returned +18.93% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (12 years), EUDG annualized +5.10% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, EUDG or IVV?
EUDG has been the more volatile fund at 15.5% annualized versus 15.1% for IVV. Worst drawdown: EUDG -33.8% vs IVV -56.5%.
Should I hold both EUDG and IVV?
EUDG and IVV have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EUDG and IVV?
EUDG and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 732 unique securities.
Which pays a higher dividend, EUDG or IVV?
EUDG yields 2.33% while IVV yields 1.10%, so EUDG currently pays the higher dividend yield.
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