EWUS vs IVV
iShares MSCI United Kingdom Small-Cap 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 505 holdings.
Side-by-Side Comparison
| Metric | EWUS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $41M | $865.2B | |
| Dividend Yield | 3.26% | 1.09% | |
| Holdings | 206 | 508 | |
| YTD Return | +9.26% | +13.72% | |
| 1Y Return | +14.21% | +21.64% | |
| 3Y Return (annualized) | +14.73% | +21.55% | |
| 5Y Return (annualized) | +1.44% | +13.27% | |
| Volatility (annualized) | 32.9% | 15.1% | |
| Max Drawdown | -49.3% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 25, 2012 | May 15, 2000 |
EWUS vs IVV Performance
iShares MSCI United Kingdom Small-Cap ETF (EWUS) 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 EWUS returned +14.21% while IVV returned +21.64%. Year to date, EWUS is up 9.26% versus a gain of 13.72% for IVV.
Over three years, EWUS compounded at +14.73% per year against +21.55% for IVV; over five years the annualized figures are +1.44% and +13.27% respectively. Across the full 15-year window we track, IVV has the edge at +7.04% annualized vs +6.87%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EWUS has been the more volatile fund, with annualized monthly volatility of 32.9% 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 -49.3% for EWUS 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EWUS charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, EWUS currently yields 3.26% against 1.09% for IVV.
Holdings Overlap
EWUS and IVV share 1 holdings out of 704 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 EWUS | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.06% | 0.15% | 0.09% |
Frequently Asked Questions
Which is cheaper, EWUS or IVV?
EWUS has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, EWUS or IVV?
Over the past year EWUS returned +14.21% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (15 years), EWUS annualized +6.87% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EWUS or IVV?
EWUS has been the more volatile fund at 32.9% annualized versus 15.1% for IVV. Worst drawdown: EWUS -49.3% vs IVV -56.5%.
Should I hold both EWUS and IVV?
EWUS and IVV have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EWUS and IVV?
EWUS and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 704 unique securities.
Which pays a higher dividend, EWUS or IVV?
EWUS yields 3.26% while IVV yields 1.09%, so EWUS currently pays the higher dividend yield.
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