IEUR vs IVV

IEUR vs IVV

Which is better, IEUR or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IEUR is less concentrated, with 18.8% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: IEUR

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

MetricIEURIVV
Expense Ratio0.10%0.03%Best
AUM$9.3B$876.4B
Dividend Yield3.09%1.06%
Holdings1,024508
YTD Return+7.37%+12.01%Best
1Y Return+14.64%+16.48%Best
3Y Return (annualized)+16.53%+21.21%Best
5Y Return (annualized)+8.11%+12.95%Best
Volatility (annualized)16.2%14.8%Best
Max Drawdown-41.1%-33.9%Best
$10,000 over 5 years$14,768$18,384Best
Top 10 Weight18.8%Best37.8%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 10, 2014May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Jun 12, 2014 to Sep 14, 2026 (12.3 years).

IEUR 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 12.3 years both funds cover.

IEUR vs IVV Performance

iShares Core MSCI Europe ETF (IEUR) 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 IEUR returned +14.64% while IVV returned +16.48%. Year to date, IEUR is up 7.37% versus a gain of 12.01% for IVV.

Over three years, IEUR compounded at +16.53% per year against +21.21% for IVV; over five years the annualized figures are +8.11% and +12.95% respectively. Across the full 12-year window we track, IVV has the edge at +12.51% annualized vs +4.75%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IEUR has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 14.8% 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 -41.1% for IEUR 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IEUR charges 0.10% per year while IVV charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, IEUR currently yields 3.09% against 1.06% for IVV.

Holdings Overlap

IEUR already in IVV2.5%
IVV already in IEUR0.8%

2.5% of IEUR's money is in holdings IVV also owns. 0.8% of IVV's money is in holdings IEUR also owns.

IEUR and IVV share little of their money.

5 positions in common, counted across the 879 positions we hold weights for in IEUR and 490 in IVV, against full books of 1,024 and 508.

What only one of them owns

Our book lists 477 positions for IVV that do not appear in our book for IEUR (97.8% of the fund), and 14 for IEUR that do not appear in IVV (3.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IEURWeight in IVVDifference
ROPRoper Technologies Inc.1.91%0.06%1.85%
MRKMerck & Company Inc0.13%0.55%0.42%
DGDollar General Corp.0.38%0.04%0.34%
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.01%0.15%0.14%
RFRegions Financial Corp.0.02%0.04%0.02%

You are not choosing between two funds in isolation.

Whichever of IEUR and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IEURIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IEUR or IVV?

IEUR has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, IEUR or IVV?

Over the past year IEUR returned +14.64% vs +16.48% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (12 years), IEUR annualized +4.75% vs +12.51% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IEUR or IVV?

IEUR has been the more volatile fund at 16.2% annualized versus 14.8% for IVV. Worst drawdown: IEUR -41.1% vs IVV -33.9%.

Should I hold both IEUR and IVV?

IEUR and IVV have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IEUR and IVV?

2.5% of IEUR's money is in holdings IVV also owns. 0.8% of IVV's is in holdings IEUR also owns. They hold 5 positions in common, counted across the 879 positions we hold weights for in IEUR and 490 in IVV.

Which pays a higher dividend, IEUR or IVV?

IEUR yields 3.09% while IVV yields 1.06%, so IEUR currently pays the higher dividend yield.

Is IVV better than IEUR?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IEUR is less concentrated, with 18.8% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.