EWZS vs IVV
iShares MSCI Brazil Small-Cap ETF vs iShares Core S&P 500 ETF
Which is better, EWZS or IVV?
Small Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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
| Metric | EWZS | IVV |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $306M | $850.0B |
| Dividend Yield | 4.74% | 1.09% |
| Holdings | 156 | 1,018 |
| YTD Return | -13.88% | +12.12%Best |
| 1Y Return | -19.07% | +12.53%Best |
| 3Y Return (annualized) | -3.19% | +21.54%Best |
| 5Y Return (annualized) | -3.04% | +11.93%Best |
| Volatility (annualized) | 33.7% | 14.1%Best |
| Max Drawdown | -81.7% | -33.9%Best |
| $10,000 over 5 years | $8,570 | $17,568Best |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Small Cap Growth | Large Cap Blend |
| Inception | Sep 28, 2010 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 29, 2010 to Nov 11, 2026 (16.1 years).
EWZS 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 16.1 years both funds cover.
EWZS vs IVV Performance
iShares MSCI Brazil Small-Cap ETF (EWZS) 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 EWZS returned -19.07% while IVV returned +12.53%. Year to date, EWZS is down 13.88% versus a gain of 12.12% for IVV.
Over three years, EWZS compounded at -3.19% per year against +21.54% for IVV; over five years the annualized figures are -3.04% and +11.93% respectively. Across the full 16-year window we track, IVV has the edge at +13.03% annualized vs -3.87%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EWZS has been the more volatile fund, with annualized monthly volatility of 33.7% compared with 14.1% 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 -81.7% for EWZS and -33.9% 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 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EWZS 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, EWZS currently yields 4.74% against 1.09% for IVV.
Holdings Overlap
At least 0.2% of IVV's money is in holdings EWZS also owns.
Only one direction is shown: for EWZS, our book for it lists positions totalling 107.2% 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 69 positions we hold weights for in EWZS and 505 in IVV, against full books of 156 and 1,018.
Top Shared Holdings
| Stock | Weight in EWZS | Weight in IVV | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 8.24% | 0.17% | 8.07% |
You are not choosing between two funds in isolation.
Whichever of EWZS and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EWZS or IVV?
EWZS has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, EWZS or IVV?
Over the past year EWZS returned -19.07% vs +12.53% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (16 years), EWZS annualized -3.87% vs +13.03% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EWZS or IVV?
EWZS has been the more volatile fund at 33.7% annualized versus 14.1% for IVV. Worst drawdown: EWZS -81.7% vs IVV -33.9%.
Should I hold both EWZS and IVV?
EWZS and IVV have a monthly-return correlation of 0.48, 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, EWZS or IVV?
EWZS yields 4.74% while IVV yields 1.09%, so EWZS currently pays the higher dividend yield.
Is IVV better than EWZS?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.