IVV vs USEW
iShares Core S&P 500 ETF vs Cambria US EW ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | USEW | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.30% | |
| AUM | $907.0B | $195M | |
| Dividend Yield | 1.10% | 0.55% | |
| Holdings | 508 | 429 | |
| YTD Return | +12.76% | +12.24% | |
| 1Y Return | +20.14% | - | |
| 3Y Return (annualized) | +21.69% | - | |
| 5Y Return (annualized) | +13.00% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -8.3% | |
| Fund Family | iShares by BlackRock (US) | Cambria Investment Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 18, 2025 |
IVV vs USEW Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Cambria US EW ETF (USEW) is a ETF from Cambria Investment Management. Year to date, IVV is up 12.76% versus a gain of 12.24% for USEW.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -8.3% for USEW. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while USEW charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.55% for USEW.
Holdings Overlap
IVV and USEW share 342 holdings out of 588 unique holdings combined, representing a 46.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or USEW?
IVV has an expense ratio of 0.03% while USEW charges 0.30%. IVV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
What is the holdings overlap between IVV and USEW?
IVV and USEW share 342 common holdings with a 46.7% weight overlap. Combined, they hold 588 unique securities.
Which pays a higher dividend, IVV or USEW?
IVV yields 1.10% while USEW yields 0.55%, so IVV currently pays the higher dividend yield.
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