EVUS vs IVV
EVUS vs IVV
ishares ESG Aware MSCI USA Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EVUS delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EVUS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $362M | $865.2B | |
| Dividend Yield | 1.52% | 1.09% | |
| Holdings | 226 | 508 | |
| YTD Return | +15.02% | +13.52% | |
| 1Y Return | +23.69% | +23.63% | |
| 3Y Return (annualized) | +15.78% | +21.26% | |
| 5Y Return (annualized) | - | +13.52% | |
| Volatility (annualized) | 12.3% | 15.1% | |
| Max Drawdown | -15.7% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2023 | May 15, 2000 |
EVUS vs IVV Performance
ishares ESG Aware MSCI USA Value ETF (EVUS) 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 EVUS returned +23.69% while IVV returned +23.63%. Year to date, EVUS is up 15.02% versus a gain of 13.52% for IVV.
Over three years, EVUS compounded at +15.78% per year against +21.26% for IVV. Across the full 4-year window we track, EVUS has the edge at +13.33% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.3% for EVUS. 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 -15.7% for EVUS 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVUS charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, EVUS currently yields 1.52% against 1.09% for IVV.
Holdings Overlap
EVUS and IVV share 211 holdings out of 517 unique holdings combined, representing a 38.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EVUS | Weight in IVV | Difference |
|---|---|---|---|
| MSFT | 7.43% | 4.57% | 2.86% |
| META | 3.66% | 2.19% | 1.47% |
| MU | 3.21% | 1.69% | 1.52% |
| JPM | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
See all 10 holdings EVUS 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, EVUS or IVV?
EVUS has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, EVUS or IVV?
Over the past year EVUS returned +23.69% vs +23.63% for IVV, so EVUS leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +13.33% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EVUS or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.3% for EVUS. Worst drawdown: EVUS -15.7% vs IVV -56.5%.
Should I hold both EVUS and IVV?
EVUS and IVV have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVUS and IVV?
EVUS and IVV share 211 common holdings with a 38.7% weight overlap. Combined, they hold 517 unique securities.
Which pays a higher dividend, EVUS or IVV?
EVUS yields 1.52% while IVV yields 1.09%, so EVUS currently pays the higher dividend yield.
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