CEMB vs IVV

CEMB vs IVV

Which is better, CEMB or IVV?

Emerging Markets Bond against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricCEMBIVV
Expense Ratio0.50%0.03%Best
AUM$434M$886.7B
Dividend Yield5.24%1.10%
Holdings1,172508
YTD Return-1.64%+13.86%Best
1Y Return-0.24%+21.57%Best
3Y Return (annualized)+5.96%+21.48%Best
5Y Return (annualized)+0.89%+12.88%Best
Volatility (annualized)7.5%Best14.1%
Max Drawdown-48.2%-33.9%Best
$10,000 over 5 years$10,453$18,327Best
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryFixed IncomeEquity
StyleEmerging Markets BondLarge Cap Blend
InceptionApr 17, 2012May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 19, 2012 to Sep 3, 2026 (14.4 years).

CEMB 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 14.4 years both funds cover.

CEMB vs IVV Performance

iShares JP Morgan EM Corporate Bond ETF (CEMB) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CEMB returned -0.24% while IVV returned +21.57%. Year to date, CEMB is down 1.64% versus a gain of 13.86% for IVV.

Over three years, CEMB compounded at +5.96% per year against +21.48% for IVV; over five years the annualized figures are +0.89% and +12.88% respectively. Across the full 14-year window we track, IVV has the edge at +13.36% annualized vs +3.25%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.5% for CEMB. 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 -48.2% for CEMB 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 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CEMB charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, CEMB currently yields 5.24% against 1.10% for IVV.

Holdings Overlap

IVV already in CEMB0.2%

At least 0.2% of IVV's money is in holdings CEMB also owns.

Stated as a floor: for CEMB, our book for it covers 15.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 167 positions we hold weights for in CEMB and 505 in IVV, against full books of 1,172 and 508.

Top Shared Holdings

StockWeight in CEMBWeight in IVVDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.91%0.18%0.73%

You are not choosing between two funds in isolation.

Whichever of CEMB and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CEMBIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CEMB or IVV?

CEMB has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, CEMB or IVV?

Over the past year CEMB returned -0.24% vs +21.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (14 years), CEMB annualized +3.25% vs +13.36% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CEMB or IVV?

IVV has been the more volatile fund at 14.1% annualized versus 7.5% for CEMB. Worst drawdown: CEMB -48.2% vs IVV -33.9%.

Should I hold both CEMB and IVV?

CEMB and IVV have a monthly-return correlation of 0.62, 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, CEMB or IVV?

CEMB yields 5.24% while IVV yields 1.10%, so CEMB currently pays the higher dividend yield.

Is IVV better than CEMB?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.