EFIV vs IVV
EFIV vs IVV
State Street SPDR S&P 500 ESG ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EFIV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EFIV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $979M | $865.2B | |
| Dividend Yield | 0.96% | 1.09% | |
| Holdings | 333 | 508 | |
| YTD Return | +14.19% | +13.80% | |
| 1Y Return | +26.81% | +23.70% | |
| 3Y Return (annualized) | +21.53% | +21.49% | |
| 5Y Return (annualized) | +14.27% | +13.43% | |
| Volatility (annualized) | 15.8% | 15.1% | |
| Max Drawdown | -24.5% | -56.5% | |
| Fund Family | State Street Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 27, 2020 | May 15, 2000 |
EFIV vs IVV Performance
State Street SPDR S&P 500 ESG ETF (EFIV) is a ETF from State Street Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EFIV returned +26.81% while IVV returned +23.70%. Year to date, EFIV is up 14.19% versus a gain of 13.80% for IVV.
Over three years, EFIV compounded at +21.53% per year against +21.49% for IVV; over five years the annualized figures are +14.27% and +13.43% respectively. Across the full 6-year window we track, EFIV has the edge at +17.91% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EFIV has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -24.5% for EFIV 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EFIV 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, EFIV currently yields 0.96% against 1.09% for IVV.
Holdings Overlap
EFIV and IVV share 320 holdings out of 515 unique holdings combined, representing a 59.6% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in EFIV | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 11.92% | 7.76% | 4.16% |
| MSFT | 7.23% | 4.57% | 2.66% |
| GOOGL | 5.41% | 3.15% | 2.26% |
| GOOG | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| V | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| AMAT | Pro | Pro | Pro |
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Frequently Asked Questions
Which is cheaper, EFIV or IVV?
EFIV has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, EFIV or IVV?
Over the past year EFIV returned +26.81% vs +23.70% for IVV, so EFIV leads on 1-year performance. Over the longest common window we track (6 years), EFIV annualized +17.91% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, EFIV or IVV?
EFIV has been the more volatile fund at 15.8% annualized versus 15.1% for IVV. Worst drawdown: EFIV -24.5% vs IVV -56.5%.
Should I hold both EFIV and IVV?
EFIV and IVV have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EFIV and IVV?
EFIV and IVV share 320 common holdings with a 59.6% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, EFIV or IVV?
EFIV yields 0.96% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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