EFV vs VOO
EFV vs VOO
iShares MSCI EAFE Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EFV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EFV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.31% | 0.03% | |
| AUM | $28.3B | $979.0B | |
| Dividend Yield | 4.78% | 1.09% | |
| Holdings | 427 | 509 | |
| YTD Return | +12.08% | +9.95% | |
| 1Y Return | +30.61% | +19.58% | |
| 3Y Return (annualized) | +21.33% | +19.43% | |
| 5Y Return (annualized) | +13.79% | +12.89% | |
| Volatility (annualized) | 36.3% | 14.2% | |
| Max Drawdown | -74.5% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 1, 2005 | Sep 7, 2010 |
EFV vs VOO Performance
iShares MSCI EAFE Value ETF (EFV) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EFV returned +30.61% while VOO returned +19.58%. Year to date, EFV is up 12.08% versus a gain of 9.95% for VOO.
Over three years, EFV compounded at +21.33% per year against +19.43% for VOO; over five years the annualized figures are +13.79% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs +6.25%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EFV has been the more volatile fund, with annualized monthly volatility of 36.3% compared with 14.2% for VOO. 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 -74.5% for EFV and -34.3% for VOO. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EFV charges 0.31% per year while VOO charges 0.03%. On a $10,000 position that is $31 vs $3 annually, a gap of $28 per year that compounds over a long holding period. On income, EFV currently yields 4.78% against 1.09% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EFV or VOO?
EFV has an expense ratio of 0.31% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $28 per year of difference.
Which performed better, EFV or VOO?
Over the past year EFV returned +30.61% vs +19.58% for VOO, so EFV leads on 1-year performance. Over the longest common window we track (16 years), EFV annualized +6.25% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, EFV or VOO?
EFV has been the more volatile fund at 36.3% annualized versus 14.2% for VOO. Worst drawdown: EFV -74.5% vs VOO -34.3%.
Should I hold both EFV and VOO?
EFV and VOO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EFV and VOO?
EFV and VOO share 2 common holdings with a 0.2% weight overlap. Combined, they hold 902 unique securities.
Which pays a higher dividend, EFV or VOO?
EFV yields 4.78% while VOO yields 1.09%, so EFV currently pays the higher dividend yield.
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