EVLU vs VOO
iShares MSCI Emerging Markets Value Factor ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EVLU delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EVLU | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $14M | $979.0B | |
| Dividend Yield | 3.81% | 1.09% | |
| Holdings | 278 | 509 | |
| YTD Return | +25.56% | +13.79% | |
| 1Y Return | +51.89% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 18.9% | 14.1% | |
| Max Drawdown | -17.2% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 4, 2024 | Sep 7, 2010 |
EVLU vs VOO Performance
iShares MSCI Emerging Markets Value Factor ETF (EVLU) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EVLU returned +51.89% while VOO returned +23.01%. Year to date, EVLU is up 25.56% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
EVLU has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 14.1% for VOO. 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 -17.2% for EVLU and -34.3% for VOO. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVLU charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, EVLU currently yields 3.81% against 1.09% for VOO.
Holdings Overlap
EVLU and VOO share 0 holdings out of 757 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, EVLU or VOO?
EVLU has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, EVLU or VOO?
Over the past year EVLU returned +51.89% vs +23.01% for VOO, so EVLU leads on 1-year performance. Over the longest common window we track (2 years), EVLU annualized +36.03% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, EVLU or VOO?
EVLU has been the more volatile fund at 18.9% annualized versus 14.1% for VOO. Worst drawdown: EVLU -17.2% vs VOO -34.3%.
Should I hold both EVLU and VOO?
EVLU and VOO have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVLU and VOO?
EVLU and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 757 unique securities.
Which pays a higher dividend, EVLU or VOO?
EVLU yields 3.81% while VOO yields 1.09%, so EVLU currently pays the higher dividend yield.
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