EWS vs IVV

EWS vs IVV
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Quick Verdict

IVV has a lower expense ratio. EWS delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: EWSMore Diversified: IVV

Side-by-Side Comparison

MetricEWSIVVWinner
Expense Ratio0.50%0.03%
AUM$1.2B$907.0B
Dividend Yield3.64%1.10%
Holdings24508
YTD Return+23.89%+12.71%
1Y Return+27.27%+21.89%
3Y Return (annualized)+29.20%+22.08%
5Y Return (annualized)+13.23%+12.96%
Volatility (annualized)24.5%15.1%
Max Drawdown-75.6%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 12, 1996May 15, 2000

EWS vs IVV Performance

iShares MSCI Singapore ETF (EWS) 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 EWS returned +27.27% while IVV returned +21.89%. Year to date, EWS is up 23.89% versus a gain of 12.71% for IVV.

Over three years, EWS compounded at +29.20% per year against +22.08% for IVV; over five years the annualized figures are +13.23% and +12.96% respectively. Across the full 26-year window we track, IVV has the edge at +7.00% annualized vs +1.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWS has been the more volatile fund, with annualized monthly volatility of 24.5% 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 -75.6% for EWS 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 0.70. 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 3.64% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

EWS and IVV share 1 holdings out of 521 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EWSWeight in IVVDifference
XTSLA0.06%0.15%0.09%

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. On a $10,000 investment, that is $47 per year of difference.

Which performed better, EWS or IVV?

Over the past year EWS returned +27.27% vs +21.89% for IVV, so EWS leads on 1-year performance. Over the longest common window we track (26 years), EWS annualized +1.80% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, EWS or IVV?

EWS has been the more volatile fund at 24.5% annualized versus 15.1% for IVV. Worst drawdown: EWS -75.6% vs IVV -56.5%.

Should I hold both EWS and IVV?

EWS and IVV have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWS and IVV?

EWS and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 521 unique securities.

Which pays a higher dividend, EWS or IVV?

EWS yields 3.64% while IVV yields 1.10%, so EWS currently pays the higher dividend yield.

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