ECON vs IVV
Columbia Research Enhanced Emerging Economies ETF vs iShares Core S&P 500 ETF
Which is better, ECON or IVV?
Each has led over a different period.
IVV has a lower expense ratio. ECON led over 1Y and 3Y, IVV over 5Y and the full window. ECON is less concentrated, with 28.4% of the fund in its ten largest positions against 37.9%.
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 | ECON | IVV |
|---|---|---|
| Expense Ratio | 0.47% | 0.03%Best |
| AUM | $316M | $886.7B |
| Dividend Yield | 1.51% | 1.10% |
| Holdings | 376 | 508 |
| YTD Return | +29.57%Best | +13.39% |
| 1Y Return | +49.09%Best | +20.08% |
| 3Y Return (annualized) | +22.32%Best | +21.29% |
| 5Y Return (annualized) | +7.88% | +12.88%Best |
| Volatility (annualized) | 17.3% | 14.1%Best |
| Max Drawdown | -45.4% | -33.9%Best |
| $10,000 over 5 years | $14,612 | $18,327Best |
| Top 10 Weight | 28.4%Best | 37.9% |
| Fund Family | Columbia Threadneedle Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 14, 2010 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Sep 14, 2010 to Sep 4, 2026 (16 years).
ECON 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 16 years both funds cover.
ECON vs IVV Performance
Columbia Research Enhanced Emerging Economies ETF (ECON) is an ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ECON returned +49.09% while IVV returned +20.08%. Year to date, ECON is up 29.57% versus a gain of 13.39% for IVV.
Over three years, ECON compounded at +22.32% per year against +21.29% for IVV; over five years the annualized figures are +7.88% and +12.88% respectively. Across the full 16-year window we track, IVV has the edge at +13.34% annualized vs +4.72%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ECON has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 14.1% 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 -45.4% for ECON 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 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ECON charges 0.47% per year while IVV charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, ECON currently yields 1.51% against 1.10% for IVV.
Holdings Overlap
0.2% of ECON's money is in holdings IVV also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 347 positions we hold weights for in ECON and 505 in IVV, against full books of 376 and 508.
What only one of them owns
Our book lists 496 positions for IVV that do not appear in our book for ECON (99.3% of the fund), and 7 for ECON that do not appear in IVV (1.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ECON | Weight in IVV | Difference |
|---|---|---|---|
| HALHalliburton Co. | 0.21% | 0.04% | 0.17% |
You are not choosing between two funds in isolation.
Whichever of ECON 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, ECON or IVV?
ECON has an expense ratio of 0.47% while IVV charges 0.03%. IVV is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, ECON or IVV?
Over the past year ECON returned +49.09% vs +20.08% for IVV, so ECON leads on 1-year performance. Over the longest common window we track (16 years), ECON annualized +4.72% vs +13.34% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ECON or IVV?
ECON has been the more volatile fund at 17.3% annualized versus 14.1% for IVV. Worst drawdown: ECON -45.4% vs IVV -33.9%.
Should I hold both ECON and IVV?
ECON and IVV have a monthly-return correlation of 0.59, 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, ECON or IVV?
ECON yields 1.51% while IVV yields 1.10%, so ECON currently pays the higher dividend yield.
Is IVV better than ECON?
IVV has a lower expense ratio. ECON led over 1Y and 3Y, IVV over 5Y and the full window. ECON is less concentrated, with 28.4% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.