ERET vs. IVV
ERET (Ishares Environmentally Aware Real Estate ETF) and IVV (iShares Core S&P 500 ETF) are both exchange-traded funds - ERET is a REIT fund tracking the FTSE EPRA Nareit Developed Green Target Index, while IVV is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 3 years, ERET returned 10.14%/yr vs 20.85%/yr for IVV. Their 0.54 correlation means they have sometimes moved together and sometimes differently. ERET charges 0.30%/yr vs 0.03%/yr for IVV.
Performance
ERET vs. IVV - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with ERET having a 11.91% return and IVV slightly lower at 11.75%.
ERET
- 1D
- -0.24%
- 1M
- 1.31%
- 6M
- 8.69%
- YTD
- 11.91%
- 1Y
- 17.44%
- 3Y*
- 10.14%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.91%
IVV
- 1D
- 1.47%
- 1M
- 1.72%
- 6M
- 9.57%
- YTD
- 11.75%
- 1Y
- 23.34%
- 3Y*
- 20.85%
- 5Y*
- 13.13%
- 10Y*
- 15.14%
- ALL TIME*
- 8.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $79.74K | $48.03K | $74.82K | |
| $3.33B | $3.25B | $5.92B |
ERET vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ERET Ishares Environmentally Aware Real Estate ETF | 11.91% | 10.26% | 0.60% | 10.25% | 0.29% |
IVV iShares Core S&P 500 ETF | 11.75% | 17.85% | 24.93% | 26.31% | -2.86% |
Correlation
The correlation between ERET and IVV is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
Correlation (All Time) Calculated using the full available price history since Nov 17, 2022 | 0.54 |
Over the past year, the correlation between ERET and IVV has dropped to 0.30 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
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Return for Risk
ERET vs. IVV — Risk / Return Rank
ERET
IVV
ERET vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Environmentally Aware Real Estate ETF (ERET) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ERET | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.64 | -0.96 |
| Martin ratioReturn relative to average drawdown | 6.25 | 11.23 | -4.98 |
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Drawdowns
ERET vs. IVV - Drawdown Comparison
The maximum ERET drawdown since its inception was -20.30%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ERET and IVV.
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Drawdown Indicators
| ERET | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.30% | -55.25% | +34.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.47% | -8.89% | -1.58% |
Max Drawdown (3Y)Largest decline over 3 years | -17.61% | -18.75% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.53% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -1.62% | 0.00% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -10.72% | +5.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.08% | +0.72% |
Volatility
ERET vs. IVV - Volatility Comparison
The current volatility for Ishares Environmentally Aware Real Estate ETF (ERET) is 3.32%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.81%. This indicates that ERET 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.
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Volatility by Period
| ERET | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 3.81% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 10.27% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.25% | 12.87% | -0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.65% | 17.03% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.65% | 18.07% | -2.42% |
ERET vs. IVV - Expense Ratio Comparison
ERET has a 0.30% expense ratio, which is higher than IVV's 0.03% expense ratio.
Dividends
ERET vs. IVV - Dividend Comparison
ERET's dividend yield for the trailing twelve months is around 3.25%, more than IVV's 1.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERET Ishares Environmentally Aware Real Estate ETF | 3.25% | 3.79% | 4.26% | 3.67% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.08% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Frequently Asked Questions
ERET and IVV have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVV has higher volatility (3.81%) compared to ERET (3.32%). In terms of maximum drawdown, ERET dropped -20.30% vs IVV's -55.25%.
On 3-year performance, IVV leads with 20.85% vs 10.14% for ERET. On fees, IVV is cheaper at 0.03% per year. On volatility, ERET has been the lower-risk option at 3.32%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, IVV has performed better with a 20.85% return vs 10.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IVV is cheaper with a 0.03% expense ratio, compared with 0.30% for ERET.
ERET has the higher dividend yield at 3.25%, compared with 1.08% for IVV.
ERET is categorized as REIT, while IVV is S&P 500. ERET tracks FTSE EPRA Nareit Developed Green Target Index, while IVV tracks S&P 500 Index. Their fees differ too: 0.30% for ERET and 0.03% for IVV.
IVV currently has the higher Sharpe Ratio (1.82 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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