ESG vs IVV
ESG vs IVV
FlexShares STOXX US ESG Select Index Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ESG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.32% | 0.03% | |
| AUM | $131M | $865.2B | |
| Dividend Yield | 0.87% | 1.09% | |
| Holdings | 253 | 508 | |
| YTD Return | +14.64% | +13.31% | |
| 1Y Return | +23.96% | +24.00% | |
| 3Y Return (annualized) | +19.07% | +21.16% | |
| 5Y Return (annualized) | +12.03% | +13.34% | |
| Volatility (annualized) | 17.5% | 15.1% | |
| Max Drawdown | -32.5% | -56.5% | |
| Fund Family | Flexshares Trust | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 13, 2016 | May 15, 2000 |
ESG vs IVV Performance
FlexShares STOXX US ESG Select Index Fund (ESG) is a ETF from Flexshares Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ESG returned +23.96% while IVV returned +24.00%. Year to date, ESG is up 14.64% versus a gain of 13.31% for IVV.
Over three years, ESG compounded at +19.07% per year against +21.16% for IVV; over five years the annualized figures are +12.03% and +13.34% respectively. Across the full 10-year window we track, ESG has the edge at +15.04% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESG has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -32.5% for ESG 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESG charges 0.32% per year while IVV charges 0.03%. On a $10,000 position that is $32 vs $3 annually, a gap of $29 per year that compounds over a long holding period. On income, ESG currently yields 0.87% against 1.09% for IVV.
Holdings Overlap
ESG and IVV share 219 holdings out of 535 unique holdings combined, representing a 59.2% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in ESG | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 4.92% | 7.76% | 2.84% |
| AAPL | 5.08% | 7.44% | 2.36% |
| MSFT | 4.68% | 4.57% | 0.11% |
| AVGO | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| BRK.B | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
See all 10 holdings ESG shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, ESG or IVV?
ESG has an expense ratio of 0.32% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, ESG or IVV?
Over the past year ESG returned +23.96% vs +24.00% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), ESG annualized +15.04% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, ESG or IVV?
ESG has been the more volatile fund at 17.5% annualized versus 15.1% for IVV. Worst drawdown: ESG -32.5% vs IVV -56.5%.
Should I hold both ESG and IVV?
ESG and IVV have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ESG and IVV?
ESG and IVV share 219 common holdings with a 59.2% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, ESG or IVV?
ESG yields 0.87% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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