EWY vs IVV

EWY vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: EWYMore Diversified: IVV

Side-by-Side Comparison

MetricEWYIVVWinner
Expense Ratio0.59%0.03%
AUM$28.0B$907.0B
Dividend Yield1.30%1.10%
Holdings84508
YTD Return+74.29%+12.28%
1Y Return+155.27%+20.94%
3Y Return (annualized)+46.37%+21.81%
5Y Return (annualized)+19.08%+13.05%
Volatility (annualized)30.5%15.1%
Max Drawdown-74.0%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMay 9, 2000May 15, 2000

EWY vs IVV Performance

iShares MSCI South Korea ETF (EWY) 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 EWY returned +155.27% while IVV returned +20.94%. Year to date, EWY is up 74.29% versus a gain of 12.28% for IVV.

Over three years, EWY compounded at +46.37% per year against +21.81% for IVV; over five years the annualized figures are +19.08% and +13.05% respectively. Across the full 26-year window we track, EWY has the edge at +10.40% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWY has been the more volatile fund, with annualized monthly volatility of 30.5% 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 -74.0% for EWY 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EWY 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, EWY currently yields 1.30% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

EWY and IVV share 1 holdings out of 583 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EWYWeight in IVVDifference
XTSLA0.04%0.15%0.11%

Frequently Asked Questions

Which is cheaper, EWY or IVV?

EWY 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, EWY or IVV?

Over the past year EWY returned +155.27% vs +20.94% for IVV, so EWY leads on 1-year performance. Over the longest common window we track (26 years), EWY annualized +10.40% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, EWY or IVV?

EWY has been the more volatile fund at 30.5% annualized versus 15.1% for IVV. Worst drawdown: EWY -74.0% vs IVV -56.5%.

Should I hold both EWY and IVV?

EWY and IVV have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWY and IVV?

EWY and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 583 unique securities.

Which pays a higher dividend, EWY or IVV?

EWY yields 1.30% while IVV yields 1.10%, so EWY currently pays the higher dividend yield.

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