EUDG vs IVV
WisdomTree Europe Quality Dividend Growth Fund vs iShares Core S&P 500 ETF
Which is better, EUDG or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. EUDG is less concentrated, with 35.2% of the fund in its ten largest positions against 37.9%.
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
| Metric | EUDG | IVV |
|---|---|---|
| Expense Ratio | 0.58% | 0.03%Best |
| AUM | $70M | $876.4B |
| Dividend Yield | 2.31% | 1.06% |
| Holdings | 237 | 508 |
| YTD Return | +5.20% | +12.24%Best |
| 1Y Return | +13.89% | +18.61%Best |
| 3Y Return (annualized) | +11.82% | +20.98%Best |
| 5Y Return (annualized) | +5.10% | +12.76%Best |
| Volatility (annualized) | 15.4% | 14.8%Best |
| Max Drawdown | -33.8%Best | -33.9% |
| $10,000 over 5 years | $12,824 | $18,230Best |
| Top 10 Weight | 35.2%Best | 37.9% |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | May 7, 2014 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: May 7, 2014 to Sep 9, 2026 (12.3 years).
EUDG 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 12.3 years both funds cover.
EUDG vs IVV Performance
WisdomTree Europe Quality Dividend Growth Fund (EUDG) is an ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EUDG returned +13.89% while IVV returned +18.61%. Year to date, EUDG is up 5.20% versus a gain of 12.24% for IVV.
Over three years, EUDG compounded at +11.82% per year against +20.98% for IVV; over five years the annualized figures are +5.10% and +12.76% respectively. Across the full 12-year window we track, IVV has the edge at +12.71% annualized vs +4.83%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EUDG has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.8% 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 -33.9% 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 0.79. 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 2.31% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 227 holdings in EUDG and 505 in IVV, totalling 98.5% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 227 positions we hold weights for in EUDG and 505 in IVV, against full books of 237 and 508.
What only one of them owns
Our book lists 496 positions for IVV that do not appear in our book for EUDG (99.3% of the fund), and 7 for EUDG that do not appear in IVV (6.5%).
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.
You are not choosing between two funds in isolation.
Whichever of EUDG and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $55 a year on a $10,000 investment.
Which performed better, EUDG or IVV?
Over the past year EUDG returned +13.89% vs +18.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (12 years), EUDG annualized +4.83% vs +12.71% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EUDG or IVV?
EUDG has been the more volatile fund at 15.4% annualized versus 14.8% for IVV. Worst drawdown: EUDG -33.8% vs IVV -33.9%.
Should I hold both EUDG and IVV?
EUDG and IVV have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EUDG or IVV?
EUDG yields 2.31% while IVV yields 1.06%, so EUDG currently pays the higher dividend yield.
Is IVV better than EUDG?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. EUDG is less concentrated, with 35.2% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.