EZU vs VOO

EZU vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricEZUVOOWinner
Expense Ratio0.50%0.03%
AUM$10.0B$997.4B
Dividend Yield2.64%1.08%
Holdings228509
YTD Return+10.74%+14.27%
1Y Return+19.68%+21.79%
3Y Return (annualized)+19.79%+22.19%
5Y Return (annualized)+9.88%+13.28%
Volatility (annualized)21.0%14.2%
Max Drawdown-69.8%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJul 25, 2000Sep 7, 2010

EZU vs VOO Performance

iShares MSCI Eurozone ETF (EZU) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EZU returned +19.68% while VOO returned +21.79%. Year to date, EZU is up 10.74% versus a gain of 14.27% for VOO.

Over three years, EZU compounded at +19.79% per year against +22.19% for VOO; over five years the annualized figures are +9.88% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs +5.53%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EZU has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 14.2% for VOO. 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 -69.8% for EZU and -34.3% for VOO. 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EZU charges 0.50% per year while VOO 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, EZU currently yields 2.64% against 1.08% for VOO.

Holdings Overlap

0.3%overlap

EZU and VOO share 2 holdings out of 723 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EZUWeight in VOODifference
DG0.86%0.04%0.82%
MRK0.27%0.49%0.22%

Frequently Asked Questions

Which is cheaper, EZU or VOO?

EZU has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, EZU or VOO?

Over the past year EZU returned +19.68% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EZU annualized +5.53% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, EZU or VOO?

EZU has been the more volatile fund at 21.0% annualized versus 14.2% for VOO. Worst drawdown: EZU -69.8% vs VOO -34.3%.

Should I hold both EZU and VOO?

EZU and VOO have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EZU and VOO?

EZU and VOO share 2 common holdings with a 0.3% weight overlap. Combined, they hold 723 unique securities.

Which pays a higher dividend, EZU or VOO?

EZU yields 2.64% while VOO yields 1.08%, so EZU currently pays the higher dividend yield.

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