EHF1.DE vs. IVV
Compare and contrast key facts about Amundi MSCI Europe High Dividend Factor UCITS ETF EUR (EHF1.DE) and iShares Core S&P 500 ETF (IVV).
EHF1.DE and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EHF1.DE is a passively managed fund by Amundi that tracks the performance of the MSCI Europe High Dividend Yield. It was launched on Jan 31, 2018. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both EHF1.DE and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EHF1.DE or IVV.
Correlation
The correlation between EHF1.DE and IVV is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EHF1.DE vs. IVV - Performance Comparison
Key characteristics
EHF1.DE:
2.19
IVV:
1.98
EHF1.DE:
2.91
IVV:
2.65
EHF1.DE:
1.39
IVV:
1.36
EHF1.DE:
4.08
IVV:
2.98
EHF1.DE:
10.57
IVV:
12.36
EHF1.DE:
2.01%
IVV:
2.03%
EHF1.DE:
9.70%
IVV:
12.68%
EHF1.DE:
-38.13%
IVV:
-55.25%
EHF1.DE:
-0.01%
IVV:
0.00%
Returns By Period
In the year-to-date period, EHF1.DE achieves a 7.93% return, which is significantly higher than IVV's 4.08% return. Over the past 10 years, EHF1.DE has underperformed IVV with an annualized return of 7.66%, while IVV has yielded a comparatively higher 13.28% annualized return.
EHF1.DE
7.93%
6.44%
8.90%
20.11%
7.49%
7.66%
IVV
4.08%
2.86%
10.73%
23.14%
14.36%
13.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EHF1.DE vs. IVV - Expense Ratio Comparison
EHF1.DE has a 0.23% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
EHF1.DE vs. IVV — Risk-Adjusted Performance Rank
EHF1.DE
IVV
EHF1.DE vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Europe High Dividend Factor UCITS ETF EUR (EHF1.DE) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EHF1.DE vs. IVV - Dividend Comparison
EHF1.DE has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EHF1.DE Amundi MSCI Europe High Dividend Factor UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
EHF1.DE vs. IVV - Drawdown Comparison
The maximum EHF1.DE drawdown since its inception was -38.13%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for EHF1.DE and IVV. For additional features, visit the drawdowns tool.
Volatility
EHF1.DE vs. IVV - Volatility Comparison
The current volatility for Amundi MSCI Europe High Dividend Factor UCITS ETF EUR (EHF1.DE) is 2.39%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.10%. This indicates that EHF1.DE experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.