EART vs IVV
Global X Rare Earth & Critical Materials ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EART delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EART | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $38M | $865.2B | |
| Dividend Yield | 0.65% | 1.09% | |
| Holdings | 54 | 508 | |
| YTD Return | +7.48% | +13.72% | |
| 1Y Return | +57.21% | +21.64% | |
| 3Y Return (annualized) | +21.97% | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 32.7% | 15.1% | |
| Max Drawdown | -53.7% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 24, 2022 | May 15, 2000 |
EART vs IVV Performance
Global X Rare Earth & Critical Materials ETF (EART) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EART returned +57.21% while IVV returned +21.64%. Year to date, EART is up 7.48% versus a gain of 13.72% for IVV.
Over three years, EART compounded at +21.97% per year against +21.55% for IVV. Across the full 5-year window we track, EART has the edge at +7.21% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EART has been the more volatile fund, with annualized monthly volatility of 32.7% compared with 15.1% 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 -53.7% for EART and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EART charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, EART currently yields 0.65% against 1.09% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EART or IVV?
EART has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, EART or IVV?
Over the past year EART returned +57.21% vs +21.64% for IVV, so EART leads on 1-year performance. Over the longest common window we track (5 years), EART annualized +7.21% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EART or IVV?
EART has been the more volatile fund at 32.7% annualized versus 15.1% for IVV. Worst drawdown: EART -53.7% vs IVV -56.5%.
Should I hold both EART and IVV?
EART and IVV have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EART and IVV?
EART and IVV share 2 common holdings with a 0.2% weight overlap. Combined, they hold 552 unique securities.
Which pays a higher dividend, EART or IVV?
EART yields 0.65% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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