ECON vs IVV
Columbia Research Enhanced Emerging Economies ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. ECON delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ECON | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $340M | $865.2B | |
| Dividend Yield | 1.35% | 1.09% | |
| Holdings | 257 | 508 | |
| YTD Return | +25.56% | +14.50% | |
| 1Y Return | +41.22% | +22.02% | |
| 3Y Return (annualized) | +21.09% | +21.80% | |
| 5Y Return (annualized) | +8.17% | +13.37% | |
| Volatility (annualized) | 17.3% | 15.1% | |
| Max Drawdown | -45.4% | -56.5% | |
| Fund Family | Columbia Threadneedle Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 14, 2010 | May 15, 2000 |
ECON vs IVV Performance
Columbia Research Enhanced Emerging Economies ETF (ECON) is a ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ECON returned +41.22% while IVV returned +22.02%. Year to date, ECON is up 25.56% versus a gain of 14.50% for IVV.
Over three years, ECON compounded at +21.09% per year against +21.80% for IVV; over five years the annualized figures are +8.17% and +13.37% respectively. Across the full 16-year window we track, IVV has the edge at +7.07% annualized vs +4.53%. 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 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 -45.4% for ECON 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.35% against 1.09% for IVV.
Holdings Overlap
ECON and IVV share 1 holdings out of 751 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ECON | Weight in IVV | Difference |
|---|---|---|---|
| HAL | 0.20% | 0.04% | 0.16% |
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. On a $10,000 investment, that is $44 per year of difference.
Which performed better, ECON or IVV?
Over the past year ECON returned +41.22% vs +22.02% for IVV, so ECON leads on 1-year performance. Over the longest common window we track (16 years), ECON annualized +4.53% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, ECON or IVV?
ECON has been the more volatile fund at 17.3% annualized versus 15.1% for IVV. Worst drawdown: ECON -45.4% vs IVV -56.5%.
Should I hold both ECON and IVV?
ECON and IVV have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ECON and IVV?
ECON and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 751 unique securities.
Which pays a higher dividend, ECON or IVV?
ECON yields 1.35% while IVV yields 1.09%, so ECON currently pays the higher dividend yield.
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