EYLD vs IVV
Cambria Emerging Shareholder Yield ETF vs iShares Core S&P 500 ETF
Which is better, EYLD or IVV?
All Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. EYLD led over 1Y and 3Y, IVV over 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EYLD | IVV |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $929M | $896.5B |
| Dividend Yield | 4.45% | 1.10% |
| Holdings | 127 | 508 |
| YTD Return | +23.59%Best | +13.90% |
| 1Y Return | +31.11%Best | +17.37% |
| 3Y Return (annualized) | +22.80%Best | +22.55% |
| 5Y Return (annualized) | +11.48% | +13.17%Best |
| Volatility (annualized) | 17.0% | 15.3%Best |
| Max Drawdown | -41.8% | -33.9%Best |
| $10,000 over 5 years | $17,218 | $18,563Best |
| Fund Family | Cambria Investment Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Blend |
| Inception | Jul 13, 2016 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 14, 2016 to Oct 15, 2026 (10.3 years).
EYLD vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.3 years both funds cover.
EYLD vs IVV Performance
Cambria Emerging Shareholder Yield ETF (EYLD) is an ETF from Cambria Investment Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EYLD returned +31.11% while IVV returned +17.37%. Year to date, EYLD is up 23.59% versus a gain of 13.90% for IVV.
Over three years, EYLD compounded at +22.80% per year against +22.55% for IVV; over five years the annualized figures are +11.48% and +13.17% respectively. Across the full 10-year window we track, IVV has the edge at +14.09% annualized vs +11.65%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EYLD has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.3% 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 -41.8% for EYLD and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EYLD charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, EYLD currently yields 4.45% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 2 holdings in EYLD and 506 in IVV, totalling 0.4% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in EYLD and 506 in IVV, against full books of 127 and 508.
You are not choosing between two funds in isolation.
Whichever of EYLD and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EYLD or IVV?
EYLD has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, EYLD or IVV?
Over the past year EYLD returned +31.11% vs +17.37% for IVV, so EYLD leads on 1-year performance. Over the longest common window we track (10 years), EYLD annualized +11.65% vs +14.09% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EYLD or IVV?
EYLD has been the more volatile fund at 17.0% annualized versus 15.3% for IVV. Worst drawdown: EYLD -41.8% vs IVV -33.9%.
Should I hold both EYLD and IVV?
EYLD and IVV have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EYLD or IVV?
EYLD yields 4.45% while IVV yields 1.10%, so EYLD currently pays the higher dividend yield.
Is IVV better than EYLD?
IVV has a lower expense ratio. EYLD led over 1Y and 3Y, IVV over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.