EWH vs IVV
iShares MSCI Hong Kong 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 | EWH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $1.2B | $865.2B | |
| Dividend Yield | 4.95% | 1.09% | |
| Holdings | 35 | 508 | |
| YTD Return | +4.31% | +13.72% | |
| 1Y Return | +11.12% | +21.64% | |
| 3Y Return (annualized) | +10.89% | +21.55% | |
| 5Y Return (annualized) | +0.64% | +13.27% | |
| Volatility (annualized) | 24.1% | 15.1% | |
| Max Drawdown | -69.3% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 12, 1996 | May 15, 2000 |
EWH vs IVV Performance
iShares MSCI Hong Kong ETF (EWH) 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 EWH returned +11.12% while IVV returned +21.64%. Year to date, EWH is up 4.31% versus a gain of 13.72% for IVV.
Over three years, EWH compounded at +10.89% per year against +21.55% for IVV; over five years the annualized figures are +0.64% and +13.27% respectively. Across the full 26-year window we track, IVV has the edge at +7.04% annualized vs +2.29%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EWH has been the more volatile fund, with annualized monthly volatility of 24.1% 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 -69.3% for EWH 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EWH charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, EWH currently yields 4.95% against 1.09% for IVV.
Holdings Overlap
EWH and IVV share 1 holdings out of 530 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 EWH | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.13% | 0.15% | 0.02% |
Frequently Asked Questions
Which is cheaper, EWH or IVV?
EWH has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, EWH or IVV?
Over the past year EWH returned +11.12% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (26 years), EWH annualized +2.29% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EWH or IVV?
EWH has been the more volatile fund at 24.1% annualized versus 15.1% for IVV. Worst drawdown: EWH -69.3% vs IVV -56.5%.
Should I hold both EWH and IVV?
EWH and IVV have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EWH and IVV?
EWH and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 530 unique securities.
Which pays a higher dividend, EWH or IVV?
EWH yields 4.95% while IVV yields 1.09%, so EWH currently pays the higher dividend yield.
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