EVUS vs IVV
ishares ESG Aware MSCI USA Value ETF vs iShares Core S&P 500 ETF
Which is better, EVUS or IVV?
Large Cap Value against Large Cap Blend.
IVV has a lower expense ratio. EVUS led over 1Y, IVV over 3Y and the full window. EVUS is less concentrated, with 29.0% of the fund in its ten largest positions against 37.8%.
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 | EVUS | IVV |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $383M | $876.4B |
| Dividend Yield | 1.44% | 1.06% |
| Holdings | 226 | 508 |
| YTD Return | +15.15%Best | +12.01% |
| 1Y Return | +20.00%Best | +16.48% |
| 3Y Return (annualized) | +16.76% | +21.21%Best |
| 5Y Return (annualized) | - | +12.95% |
| Volatility (annualized) | 12.2%Best | 12.4% |
| Max Drawdown | -15.7%Best | -18.8% |
| $10,000 over 3.6 years | $15,487 | $19,099Best |
| Top 10 Weight | 29.0%Best | 37.8% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jan 31, 2023 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 2, 2023 to Sep 14, 2026 (3.6 years).
EVUS 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 3.6 years both funds cover.
EVUS vs IVV Performance
ishares ESG Aware MSCI USA Value ETF (EVUS) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EVUS returned +20.00% while IVV returned +16.48%. Year to date, EVUS is up 15.15% versus a gain of 12.01% for IVV.
Over three years, EVUS compounded at +16.76% per year against +21.21% for IVV. Across the full 4-year window we track, IVV has the edge at +19.69% annualized vs +12.92%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 12.2% for EVUS. 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 -15.7% for EVUS 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVUS charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, EVUS currently yields 1.44% against 1.06% for IVV.
Holdings Overlap
96.6% of EVUS's money is in holdings IVV also owns. 42.6% of IVV's money is in holdings EVUS also owns.
Most of EVUS is already inside IVV. Owning both mostly buys the same companies twice.
207 positions in common, counted across the 224 positions we hold weights for in EVUS and 490 in IVV, against full books of 226 and 508.
What only one of them owns
Our book lists 277 positions for IVV that do not appear in our book for EVUS (56.1% of the fund), and 13 for EVUS that do not appear in IVV (2.4%).
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
| Stock | Weight in EVUS | Weight in IVV | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 10.60% | 5.69% | 4.91% |
| METAMeta Platforms Inc | 3.58% | 1.90% | 1.68% |
| MUMicron Technology, Inc. | 3.17% | 1.63% | 1.54% |
| JPMJpmorgan Chase | 2.68% | 1.44% | 1.24% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.55% | 1.39% | 0.16% |
| XOMExxon Mobil Corp. | 1.70% | 1.01% | 0.69% |
| JNJJohnson & Johnson - Common | 1.62% | 0.97% | 0.65% |
| ABBVAbbvie Inc. | 1.48% | 0.68% | 0.80% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.44% | 0.66% | 0.78% |
| INTCIntel Corporation | 1.22% | 0.67% | 0.55% |
96.6% of EVUS 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EVUS or IVV?
EVUS has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, EVUS or IVV?
Over the past year EVUS returned +20.00% vs +16.48% for IVV, so EVUS leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +12.92% vs +19.69% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVUS or IVV?
IVV has been the more volatile fund at 12.4% annualized versus 12.2% for EVUS. Worst drawdown: EVUS -15.7% vs IVV -18.8%.
Should I hold both EVUS and IVV?
EVUS and IVV have a monthly-return correlation of 0.82, 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 EVUS and IVV?
96.6% of EVUS's money is in holdings IVV also owns. 42.6% of IVV's is in holdings EVUS also owns. They hold 207 positions in common, counted across the 224 positions we hold weights for in EVUS and 490 in IVV.
Which pays a higher dividend, EVUS or IVV?
EVUS yields 1.44% while IVV yields 1.06%, so EVUS currently pays the higher dividend yield.
Is IVV better than EVUS?
IVV has a lower expense ratio. EVUS led over 1Y, IVV over 3Y and the full window. EVUS is less concentrated, with 29.0% 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.