EWS vs IVV

EWS vs IVV

Which is better, EWS or IVV?

Large Cap Value against Large Cap Blend.

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

Lower Fees: IVVHigher Returns: split

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

MetricEWSIVV
Expense Ratio0.50%0.03%Best
AUM$1.0B$850.0B
Dividend Yield3.84%1.09%
Holdings501,018
YTD Return+11.89%+12.12%Best
1Y Return+10.55%+12.53%Best
3Y Return (annualized)+24.38%Best+21.54%
5Y Return (annualized)+10.01%+11.93%Best
Volatility (annualized)20.8%15.1%Best
Max Drawdown-66.9%-56.5%Best
$10,000 over 5 years$16,112$17,568Best
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge 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).

EWS 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.

EWS vs IVV Performance

iShares MSCI Singapore ETF (EWS) 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 EWS returned +10.55% while IVV returned +12.53%. Year to date, EWS is up 11.89% versus a gain of 12.12% for IVV.

Over three years, EWS compounded at +24.38% per year against +21.54% for IVV; over five years the annualized figures are +10.01% and +11.93% respectively. Across the full 27-year window we track, IVV has the edge at +6.91% annualized vs +4.04%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWS has been the more volatile fund, with annualized monthly volatility of 20.8% 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 -66.9% for EWS 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EWS 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, EWS currently yields 3.84% against 1.09% for IVV.

Holdings Overlap

IVV already in EWS0.2%

At least 0.2% of IVV's money is in holdings EWS also owns.

Only one direction is shown: for EWS, our book for it lists positions totalling 107.3% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 16 positions we hold weights for in EWS and 505 in IVV, against full books of 50 and 1,018.

Top Shared Holdings

StockWeight in EWSWeight in IVVDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares6.63%0.17%6.46%

You are not choosing between two funds in isolation.

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

EWSIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EWS or IVV?

EWS 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, EWS or IVV?

Over the past year EWS returned +10.55% vs +12.53% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (27 years), EWS annualized +4.04% vs +6.91% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EWS or IVV?

EWS has been the more volatile fund at 20.8% annualized versus 15.1% for IVV. Worst drawdown: EWS -66.9% vs IVV -56.5%.

Should I hold both EWS and IVV?

EWS and IVV have a monthly-return correlation of 0.70, 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, EWS or IVV?

EWS yields 3.84% while IVV yields 1.09%, so EWS currently pays the higher dividend yield.

Is IVV better than EWS?

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