EUDV vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricEUDVIVVWinner
Expense Ratio0.55%0.03%
AUM$8M$865.2B
Dividend Yield2.10%1.09%
Holdings48508
YTD Return+4.93%+14.50%
1Y Return+5.55%+22.02%
3Y Return (annualized)+8.27%+21.80%
5Y Return (annualized)+1.27%+13.37%
Volatility (annualized)15.9%15.1%
Max Drawdown-37.5%-56.5%
Fund FamilyProSharesiShares by BlackRock (US)
CategoryEquityEquity
InceptionSep 9, 2015May 15, 2000

EUDV vs IVV Performance

ProShares MSCI Europe Dividend Growers ETF (EUDV) is a ETF from ProShares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EUDV returned +5.55% while IVV returned +22.02%. Year to date, EUDV is up 4.93% versus a gain of 14.50% for IVV.

Over three years, EUDV compounded at +8.27% per year against +21.80% for IVV; over five years the annualized figures are +1.27% and +13.37% respectively. Across the full 11-year window we track, IVV has the edge at +7.07% annualized vs +4.94%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EUDV has been the more volatile fund, with annualized monthly volatility of 15.9% 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 -37.5% for EUDV 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EUDV charges 0.55% per year while IVV charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, EUDV currently yields 2.10% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

EUDV and IVV share 0 holdings out of 550 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EUDV or IVV?

EUDV has an expense ratio of 0.55% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, EUDV or IVV?

Over the past year EUDV returned +5.55% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (11 years), EUDV annualized +4.94% vs +7.07% for IVV. Past performance does not guarantee future results.

Which is riskier, EUDV or IVV?

EUDV has been the more volatile fund at 15.9% annualized versus 15.1% for IVV. Worst drawdown: EUDV -37.5% vs IVV -56.5%.

Should I hold both EUDV and IVV?

EUDV and IVV have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EUDV and IVV?

EUDV and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 550 unique securities.

Which pays a higher dividend, EUDV or IVV?

EUDV yields 2.10% while IVV yields 1.09%, so EUDV currently pays the higher dividend yield.

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