EWG vs IVV

EWG vs IVV

Which is better, EWG or IVV?

Large Cap Value against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 63.2%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: IVV

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

MetricEWGIVV
Expense Ratio0.49%0.03%Best
AUM$1.8B$876.4B
Dividend Yield1.88%1.06%
Holdings58508
YTD Return+0.35%+13.32%Best
1Y Return+3.49%+17.08%Best
3Y Return (annualized)+18.97%+22.72%Best
5Y Return (annualized)+6.71%+13.20%Best
Volatility (annualized)23.3%15.1%Best
Max Drawdown-68.1%-56.5%Best
$10,000 over 5 years$13,836$18,588Best
Top 10 Weight63.2%37.8%Best
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionMar 12, 1996May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: May 19, 2000 to Sep 23, 2026 (26.3 years).

EWG 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 26.3 years both funds cover.

EWG vs IVV Performance

iShares MSCI Germany ETF (EWG) 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 EWG returned +3.49% while IVV returned +17.08%. Year to date, EWG is up 0.35% versus a gain of 13.32% for IVV.

Over three years, EWG compounded at +18.97% per year against +22.72% for IVV; over five years the annualized figures are +6.71% and +13.20% respectively. Across the full 26-year window we track, IVV has the edge at +6.99% annualized vs +2.89%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWG has been the more volatile fund, with annualized monthly volatility of 23.3% 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 -68.1% for EWG and -56.5% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EWG charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, EWG currently yields 1.88% against 1.06% for IVV.

Holdings Overlap

EWG already in IVV1.1%
IVV already in EWG0.7%

1.1% of EWG's money is in holdings IVV also owns. 0.7% of IVV's money is in holdings EWG also owns.

EWG and IVV share little of their money.

2 positions in common, counted across the 51 positions we hold weights for in EWG and 490 in IVV, against full books of 58 and 508.

What only one of them owns

Our book lists 480 positions for IVV that do not appear in our book for EWG (97.9% of the fund), and 1 for EWG that do not appear in IVV (0.4%).

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

StockWeight in EWGWeight in IVVDifference
MRKMerck & Company Inc1.05%0.55%0.50%
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.05%0.15%0.10%

You are not choosing between two funds in isolation.

Whichever of EWG and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EWGIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EWG or IVV?

EWG has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, EWG or IVV?

Over the past year EWG returned +3.49% vs +17.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (26 years), EWG annualized +2.89% vs +6.99% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EWG or IVV?

EWG has been the more volatile fund at 23.3% annualized versus 15.1% for IVV. Worst drawdown: EWG -68.1% vs IVV -56.5%.

Should I hold both EWG and IVV?

EWG and IVV have a monthly-return correlation of 0.80, 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 EWG and IVV?

1.1% of EWG's money is in holdings IVV also owns. 0.7% of IVV's is in holdings EWG also owns. They hold 2 positions in common, counted across the 51 positions we hold weights for in EWG and 490 in IVV.

Which pays a higher dividend, EWG or IVV?

EWG yields 1.88% while IVV yields 1.06%, so EWG currently pays the higher dividend yield.

Is IVV better than EWG?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 63.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.