DIEM vs IVV
Franklin Emerging Market Core Dividend Tilt Index ETF vs iShares Core S&P 500 ETF
Which is better, DIEM or IVV?
Large Cap Value against Large Cap Blend.
IVV has a lower expense ratio. DIEM 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 | DIEM | IVV |
|---|---|---|
| Expense Ratio | 0.19% | 0.03%Best |
| AUM | $88M | $850.0B |
| Dividend Yield | 2.85% | 1.09% |
| Holdings | 594 | 1,018 |
| YTD Return | +19.59%Best | +12.12% |
| 1Y Return | +22.75%Best | +12.53% |
| 3Y Return (annualized) | +24.77%Best | +21.54% |
| 5Y Return (annualized) | +10.30% | +11.93%Best |
| Volatility (annualized) | 15.7% | 15.2%Best |
| Max Drawdown | -44.4% | -33.9%Best |
| $10,000 over 5 years | $16,326 | $17,568Best |
| Fund Family | Franklin Templeton Investments (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jun 1, 2016 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 3, 2016 to Nov 11, 2026 (10.4 years).
DIEM 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 10.4 years both funds cover.
DIEM vs IVV Performance
Franklin Emerging Market Core Dividend Tilt Index ETF (DIEM) is an ETF from Franklin Templeton Investments (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DIEM returned +22.75% while IVV returned +12.53%. Year to date, DIEM is up 19.59% versus a gain of 12.12% for IVV.
Over three years, DIEM compounded at +24.77% per year against +21.54% for IVV; over five years the annualized figures are +10.30% and +11.93% respectively. Across the full 10-year window we track, IVV has the edge at +13.95% annualized vs +6.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DIEM has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 15.2% 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 -44.4% for DIEM 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 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DIEM charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, DIEM currently yields 2.85% against 1.09% for IVV.
You are not choosing between two funds in isolation.
Whichever of DIEM 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, DIEM or IVV?
DIEM has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, DIEM or IVV?
Over the past year DIEM returned +22.75% vs +12.53% for IVV, so DIEM leads on 1-year performance. Over the longest common window we track (10 years), DIEM annualized +6.66% vs +13.95% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DIEM or IVV?
DIEM has been the more volatile fund at 15.7% annualized versus 15.2% for IVV. Worst drawdown: DIEM -44.4% vs IVV -33.9%.
Should I hold both DIEM and IVV?
DIEM and IVV have a monthly-return correlation of 0.69, 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, DIEM or IVV?
DIEM yields 2.85% while IVV yields 1.09%, so DIEM currently pays the higher dividend yield.
Is IVV better than DIEM?
IVV has a lower expense ratio. DIEM 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.