EWJV vs IVV
iShares MSCI Japan Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EWJV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | EWJV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $783M | $907.0B | |
| Dividend Yield | 4.74% | 1.10% | |
| Holdings | 115 | 508 | |
| YTD Return | +17.77% | +12.28% | |
| 1Y Return | +27.23% | +20.94% | |
| 3Y Return (annualized) | +25.00% | +21.81% | |
| 5Y Return (annualized) | +15.42% | +13.05% | |
| Volatility (annualized) | 14.6% | 15.1% | |
| Max Drawdown | -31.5% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2019 | May 15, 2000 |
EWJV vs IVV Performance
iShares MSCI Japan Value ETF (EWJV) 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 EWJV returned +27.23% while IVV returned +20.94%. Year to date, EWJV is up 17.77% versus a gain of 12.28% for IVV.
Over three years, EWJV compounded at +25.00% per year against +21.81% for IVV; over five years the annualized figures are +15.42% and +13.05% respectively. Across the full 8-year window we track, EWJV has the edge at +11.80% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.6% for EWJV. 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 -31.5% for EWJV 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EWJV charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, EWJV currently yields 4.74% against 1.10% for IVV.
Holdings Overlap
EWJV and IVV share 1 holdings out of 614 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 EWJV | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.06% | 0.15% | 0.09% |
Frequently Asked Questions
Which is cheaper, EWJV or IVV?
EWJV has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, EWJV or IVV?
Over the past year EWJV returned +27.23% vs +20.94% for IVV, so EWJV leads on 1-year performance. Over the longest common window we track (8 years), EWJV annualized +11.80% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, EWJV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 14.6% for EWJV. Worst drawdown: EWJV -31.5% vs IVV -56.5%.
Should I hold both EWJV and IVV?
EWJV and IVV have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EWJV and IVV?
EWJV and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 614 unique securities.
Which pays a higher dividend, EWJV or IVV?
EWJV yields 4.74% while IVV yields 1.10%, so EWJV currently pays the higher dividend yield.
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