EWQ vs IVV
iShares MSCI France 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 | EWQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $340M | $907.0B | |
| Dividend Yield | 2.82% | 1.10% | |
| Holdings | 61 | 508 | |
| YTD Return | +3.73% | +12.71% | |
| 1Y Return | +8.47% | +21.89% | |
| 3Y Return (annualized) | +10.43% | +22.08% | |
| 5Y Return (annualized) | +7.23% | +12.96% | |
| Volatility (annualized) | 20.6% | 15.1% | |
| Max Drawdown | -64.0% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 12, 1996 | May 15, 2000 |
EWQ vs IVV Performance
iShares MSCI France ETF (EWQ) 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 EWQ returned +8.47% while IVV returned +21.89%. Year to date, EWQ is up 3.73% versus a gain of 12.71% for IVV.
Over three years, EWQ compounded at +10.43% per year against +22.08% for IVV; over five years the annualized figures are +7.23% and +12.96% respectively. Across the full 26-year window we track, IVV has the edge at +7.00% annualized vs +4.76%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EWQ has been the more volatile fund, with annualized monthly volatility of 20.6% 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 -64.0% for EWQ 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EWQ 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, EWQ currently yields 2.82% against 1.10% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EWQ or IVV?
EWQ 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, EWQ or IVV?
Over the past year EWQ returned +8.47% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (26 years), EWQ annualized +4.76% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, EWQ or IVV?
EWQ has been the more volatile fund at 20.6% annualized versus 15.1% for IVV. Worst drawdown: EWQ -64.0% vs IVV -56.5%.
Should I hold both EWQ and IVV?
EWQ and IVV have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EWQ and IVV?
EWQ and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, EWQ or IVV?
EWQ yields 2.82% while IVV yields 1.10%, so EWQ currently pays the higher dividend yield.
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