EWD vs IVV
iShares MSCI Sweden 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 505 holdings.
Side-by-Side Comparison
| Metric | EWD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.51% | 0.03% | |
| AUM | $535M | $865.2B | |
| Dividend Yield | 3.59% | 1.09% | |
| Holdings | 51 | 508 | |
| YTD Return | +10.29% | +13.80% | |
| 1Y Return | +22.45% | +23.01% | |
| 3Y Return (annualized) | +20.10% | +21.77% | |
| 5Y Return (annualized) | +5.46% | +13.39% | |
| Volatility (annualized) | 24.7% | 15.1% | |
| Max Drawdown | -79.9% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 12, 1996 | May 15, 2000 |
EWD vs IVV Performance
iShares MSCI Sweden ETF (EWD) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EWD returned +22.45% while IVV returned +23.01%. Year to date, EWD is up 10.29% versus a gain of 13.80% for IVV.
Over three years, EWD compounded at +20.10% per year against +21.77% for IVV; over five years the annualized figures are +5.46% and +13.39% respectively. Across the full 26-year window we track, IVV has the edge at +7.04% annualized vs +5.33%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EWD has been the more volatile fund, with annualized monthly volatility of 24.7% 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 -79.9% for EWD 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EWD charges 0.51% per year while IVV charges 0.03%. On a $10,000 position that is $51 vs $3 annually, a gap of $48 per year that compounds over a long holding period. On income, EWD currently yields 3.59% against 1.09% for IVV.
Holdings Overlap
EWD and IVV share 1 holdings out of 548 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EWD | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.10% | 0.15% | 0.05% |
Frequently Asked Questions
Which is cheaper, EWD or IVV?
EWD has an expense ratio of 0.51% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $48 per year of difference.
Which performed better, EWD or IVV?
Over the past year EWD returned +22.45% vs +23.01% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (26 years), EWD annualized +5.33% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EWD or IVV?
EWD has been the more volatile fund at 24.7% annualized versus 15.1% for IVV. Worst drawdown: EWD -79.9% vs IVV -56.5%.
Should I hold both EWD and IVV?
EWD and IVV have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EWD and IVV?
EWD and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 548 unique securities.
Which pays a higher dividend, EWD or IVV?
EWD yields 3.59% while IVV yields 1.09%, so EWD currently pays the higher dividend yield.
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