EWQ vs IVV

EWQ vs IVV

Which is better, EWQ or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricEWQIVV
Expense Ratio0.50%0.03%Best
AUM$355M$850.0B
Dividend Yield3.11%1.09%
Holdings1211,018
YTD Return-3.02%+12.12%Best
1Y Return-1.22%+12.53%Best
3Y Return (annualized)+9.44%+21.54%Best
5Y Return (annualized)+4.95%+11.93%Best
Volatility (annualized)20.7%15.1%Best
Max Drawdown-64.0%-56.5%Best
$10,000 over 5 years$12,732$17,568Best
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 12, 1996May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 19, 2000 to Nov 11, 2026 (26.5 years).

EWQ 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 26.5 years both funds cover.

EWQ vs IVV Performance

iShares MSCI France ETF (EWQ) 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 EWQ returned -1.22% while IVV returned +12.53%. Year to date, EWQ is down 3.02% versus a gain of 12.12% for IVV.

Over three years, EWQ compounded at +9.44% per year against +21.54% for IVV; over five years the annualized figures are +4.95% and +11.93% respectively. Across the full 27-year window we track, IVV has the edge at +6.91% annualized vs +2.62%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWQ has been the more volatile fund, with annualized monthly volatility of 20.7% 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 -64.0% for EWQ 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 0.81. 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 3.11% against 1.09% for IVV.

You are not choosing between two funds in isolation.

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

EWQIVV

Free for up to 10 holdings. No account needed.

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, by $47 a year on a $10,000 investment.

Which performed better, EWQ or IVV?

Over the past year EWQ returned -1.22% vs +12.53% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (27 years), EWQ annualized +2.62% vs +6.91% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EWQ or IVV?

EWQ has been the more volatile fund at 20.7% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EWQ or IVV?

EWQ yields 3.11% while IVV yields 1.09%, so EWQ currently pays the higher dividend yield.

Is IVV better than EWQ?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.