IVV vs VEU

IVV vs VEU

Which is better, IVV or VEU?

Each has led over a different period.

IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, VEU over 1Y.

Lower Fees: IVVHigher Returns: split

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

MetricIVVVEU
Expense Ratio0.03%Best0.04%
AUM$876.4B$68.4B
Dividend Yield1.06%2.48%
Holdings5083,928
YTD Return+12.01%+13.28%Best
1Y Return+16.48%+20.82%Best
3Y Return (annualized)+21.21%Best+19.49%
5Y Return (annualized)+12.95%Best+9.02%
Volatility (annualized)15.5%Best17.7%
Max Drawdown-56.5%Best-62.8%
$10,000 over 5 years$18,384Best$15,400
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Mar 2, 2007

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 8, 2007 to Sep 14, 2026 (19.5 years).

IVV vs VEU 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 19.5 years both funds cover.

IVV vs VEU Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard FTSE All World Ex US ETF (VEU) is an ETF from Vanguard (US). Over the past year IVV returned +16.48% while VEU returned +20.82%. Year to date, IVV is up 12.01% versus a gain of 13.28% for VEU.

Over three years, IVV compounded at +21.21% per year against +19.49% for VEU; over five years the annualized figures are +12.95% and +9.02% respectively. Across the full 20-year window we track, IVV has the edge at +9.47% annualized vs +3.48%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VEU has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.5% 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 -56.5% for IVV and -62.8% for VEU. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while VEU charges 0.04%. On a $10,000 position that is $3 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 2.48% for VEU.

Holdings Overlap

IVV already in VEU0.1%

At least 0.1% of IVV's money is in holdings VEU also owns.

Stated as a floor: for VEU, our book for it covers 94.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

3 positions in common, counted across the 490 positions we hold weights for in IVV and 3,645 in VEU, against full books of 508 and 3,928.

Top Shared Holdings

StockWeight in IVVWeight in VEUDifference
HBANHuntington Bancshares Inc./Oh0.05%0.05%0.00%
HALHalliburton Co.0.05%0.02%0.03%
KRKroger Co.0.05%0.00%0.05%

You are not choosing between two funds in isolation.

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

IVVVEU

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Frequently Asked Questions

Which is cheaper, IVV or VEU?

IVV has an expense ratio of 0.03% while VEU charges 0.04%. IVV is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, IVV or VEU?

Over the past year IVV returned +16.48% vs +20.82% for VEU, so VEU leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +9.47% vs +3.48% for VEU. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or VEU?

VEU has been the more volatile fund at 17.7% annualized versus 15.5% for IVV. Worst drawdown: IVV -56.5% vs VEU -62.8%.

Should I hold both IVV and VEU?

IVV and VEU have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or VEU?

IVV yields 1.06% while VEU yields 2.48%, so VEU currently pays the higher dividend yield.

Is VEU better than IVV?

IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, VEU over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.