FESC vs IVV

FESC vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricFESCIVVWinner
Expense Ratio0.55%0.03%
AUM$2M$907.0B
Dividend Yield0.00%1.10%
Holdings0508
YTD Return-2.31%+12.96%
1Y Return-+20.70%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+13.40%
Volatility (annualized)-15.1%
Max Drawdown-6.6%-56.5%
Fund FamilyFirst Eagle InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
InceptionJun 30, 2026May 15, 2000

FESC vs IVV Performance

First Eagle Small Cap Equity ETF (FESC) is a ETF from First Eagle Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, FESC is down 2.31% versus a gain of 12.96% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -6.6% for FESC and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

FESC charges 0.55% per year while IVV charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, FESC currently yields 0.00% against 1.10% for IVV.

Frequently Asked Questions

Which is cheaper, FESC or IVV?

FESC has an expense ratio of 0.55% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which pays a higher dividend, FESC or IVV?

FESC yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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