EWW vs IVV

EWW vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: EWWMore Diversified: IVV

Side-by-Side Comparison

MetricEWWIVVWinner
Expense Ratio0.50%0.03%
AUM$1.8B$907.0B
Dividend Yield3.20%1.10%
Holdings44508
YTD Return+8.46%+12.96%
1Y Return+25.85%+20.70%
3Y Return (annualized)+10.30%+22.10%
5Y Return (annualized)+12.01%+13.40%
Volatility (annualized)26.4%15.1%
Max Drawdown-67.3%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 12, 1996May 15, 2000

EWW vs IVV Performance

iShares MSCI Mexico ETF (EWW) 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 EWW returned +25.85% while IVV returned +20.70%. Year to date, EWW is up 8.46% versus a gain of 12.96% for IVV.

Over three years, EWW compounded at +10.30% per year against +22.10% for IVV; over five years the annualized figures are +12.01% and +13.40% respectively. Across the full 26-year window we track, EWW has the edge at +7.13% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWW has been the more volatile fund, with annualized monthly volatility of 26.4% 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 -67.3% for EWW 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EWW 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, EWW currently yields 3.20% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

EWW and IVV share 1 holdings out of 545 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EWWWeight in IVVDifference
XTSLA0.09%0.15%0.06%

Frequently Asked Questions

Which is cheaper, EWW or IVV?

EWW 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, EWW or IVV?

Over the past year EWW returned +25.85% vs +20.70% for IVV, so EWW leads on 1-year performance. Over the longest common window we track (26 years), EWW annualized +7.13% vs +7.01% for IVV. Past performance does not guarantee future results.

Which is riskier, EWW or IVV?

EWW has been the more volatile fund at 26.4% annualized versus 15.1% for IVV. Worst drawdown: EWW -67.3% vs IVV -56.5%.

Should I hold both EWW and IVV?

EWW and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWW and IVV?

EWW and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 545 unique securities.

Which pays a higher dividend, EWW or IVV?

EWW yields 3.20% while IVV yields 1.10%, so EWW currently pays the higher dividend yield.

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