FEUZ vs IVV
First Trust Eurozone AlphaDEX ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | FEUZ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $134M | $907.0B | |
| Dividend Yield | 2.65% | 1.10% | |
| Holdings | 153 | 508 | |
| YTD Return | +12.46% | +14.29% | |
| 1Y Return | +20.14% | +21.79% | |
| 3Y Return (annualized) | +23.99% | +22.19% | |
| 5Y Return (annualized) | +10.32% | +13.28% | |
| Volatility (annualized) | 19.1% | 15.1% | |
| Max Drawdown | -50.1% | -56.5% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 21, 2014 | May 15, 2000 |
FEUZ vs IVV Performance
First Trust Eurozone AlphaDEX ETF (FEUZ) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FEUZ returned +20.14% while IVV returned +21.79%. Year to date, FEUZ is up 12.46% versus a gain of 14.29% for IVV.
Over three years, FEUZ compounded at +23.99% per year against +22.19% for IVV; over five years the annualized figures are +10.32% and +13.28% respectively. Across the full 12-year window we track, FEUZ has the edge at +8.46% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FEUZ has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -50.1% for FEUZ 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FEUZ charges 0.80% per year while IVV charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, FEUZ currently yields 2.65% against 1.10% for IVV.
Holdings Overlap
FEUZ and IVV share 1 holdings out of 654 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in FEUZ | Weight in IVV | Difference |
|---|---|---|---|
| MRK | 0.54% | 0.48% | 0.06% |
Frequently Asked Questions
Which is cheaper, FEUZ or IVV?
FEUZ has an expense ratio of 0.80% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, FEUZ or IVV?
Over the past year FEUZ returned +20.14% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (12 years), FEUZ annualized +8.46% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, FEUZ or IVV?
FEUZ has been the more volatile fund at 19.1% annualized versus 15.1% for IVV. Worst drawdown: FEUZ -50.1% vs IVV -56.5%.
Should I hold both FEUZ and IVV?
FEUZ and IVV have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FEUZ and IVV?
FEUZ and IVV share 1 common holdings with a 0.5% weight overlap. Combined, they hold 654 unique securities.
Which pays a higher dividend, FEUZ or IVV?
FEUZ yields 2.65% while IVV yields 1.10%, so FEUZ currently pays the higher dividend yield.
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