EVX vs IVV
VanEck Environmental Services ETF 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 | EVX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $99M | $907.0B | |
| Dividend Yield | 0.18% | 1.10% | |
| Holdings | 30 | 508 | |
| YTD Return | +7.01% | +12.96% | |
| 1Y Return | +5.30% | +20.70% | |
| 3Y Return (annualized) | +10.06% | +22.10% | |
| 5Y Return (annualized) | +7.85% | +13.40% | |
| Volatility (annualized) | 18.5% | 15.1% | |
| Max Drawdown | -55.9% | -56.5% | |
| Fund Family | VanEck | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 10, 2006 | May 15, 2000 |
EVX vs IVV Performance
VanEck Environmental Services ETF (EVX) is a ETF from VanEck and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EVX returned +5.30% while IVV returned +20.70%. Year to date, EVX is up 7.01% versus a gain of 12.96% for IVV.
Over three years, EVX compounded at +10.06% per year against +22.10% for IVV; over five years the annualized figures are +7.85% and +13.40% respectively. Across the full 20-year window we track, EVX has the edge at +9.28% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EVX has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -55.9% for EVX 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
EVX 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, EVX currently yields 0.18% against 1.10% for IVV.
Holdings Overlap
EVX and IVV share 5 holdings out of 527 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EVX or IVV?
EVX 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, EVX or IVV?
Over the past year EVX returned +5.30% vs +20.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (20 years), EVX annualized +9.28% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, EVX or IVV?
EVX has been the more volatile fund at 18.5% annualized versus 15.1% for IVV. Worst drawdown: EVX -55.9% vs IVV -56.5%.
Should I hold both EVX and IVV?
EVX 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 EVX and IVV?
EVX and IVV share 5 common holdings with a 0.4% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, EVX or IVV?
EVX yields 0.18% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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