EUSA vs IVV
EUSA vs IVV
iShares MSCI USA Equal Weighted ETF 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 | EUSA | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $1.8B | $865.2B | |
| Dividend Yield | 1.45% | 1.09% | |
| Holdings | 534 | 508 | |
| YTD Return | +14.07% | +13.80% | |
| 1Y Return | +20.00% | +23.70% | |
| 3Y Return (annualized) | +15.56% | +21.49% | |
| 5Y Return (annualized) | +8.16% | +13.43% | |
| Volatility (annualized) | 15.4% | 15.1% | |
| Max Drawdown | -39.2% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 5, 2010 | May 15, 2000 |
EUSA vs IVV Performance
iShares MSCI USA Equal Weighted ETF (EUSA) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EUSA returned +20.00% while IVV returned +23.70%. Year to date, EUSA is up 14.07% versus a gain of 13.80% for IVV.
Over three years, EUSA compounded at +15.56% per year against +21.49% for IVV; over five years the annualized figures are +8.16% and +13.43% respectively. Across the full 16-year window we track, EUSA has the edge at +10.97% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EUSA has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -39.2% for EUSA 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EUSA charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, EUSA currently yields 1.45% against 1.09% for IVV.
Holdings Overlap
EUSA and IVV share 412 holdings out of 587 unique holdings combined, representing a 39.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EUSA | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 0.16% | 7.76% | 7.60% |
| MSFT | 0.17% | 4.57% | 4.40% |
| AMZN | 0.17% | 3.75% | 3.58% |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings EUSA 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, EUSA or IVV?
EUSA has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, EUSA or IVV?
Over the past year EUSA returned +20.00% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (16 years), EUSA annualized +10.97% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, EUSA or IVV?
EUSA has been the more volatile fund at 15.4% annualized versus 15.1% for IVV. Worst drawdown: EUSA -39.2% vs IVV -56.5%.
Should I hold both EUSA and IVV?
EUSA and IVV have a monthly-return correlation of 0.95, 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 EUSA and IVV?
EUSA and IVV share 412 common holdings with a 39.8% weight overlap. Combined, they hold 587 unique securities.
Which pays a higher dividend, EUSA or IVV?
EUSA yields 1.45% while IVV yields 1.09%, so EUSA currently pays the higher dividend yield.
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