EEMO vs IVV
Invesco S&P Emerging Markets Momentum ETF vs iShares Core S&P 500 ETF
Which is better, EEMO or IVV?
Each has led over a different period.
IVV has a lower expense ratio. EEMO led over 1Y, IVV over 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 43.2%.
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 | EEMO | IVV |
|---|---|---|
| Expense Ratio | 0.29% | 0.03%Best |
| AUM | $26M | $886.7B |
| Dividend Yield | 2.02% | 1.10% |
| Holdings | 281 | 508 |
| YTD Return | +30.21%Best | +12.70% |
| 1Y Return | +33.62%Best | +19.36% |
| 3Y Return (annualized) | +19.58% | +21.16%Best |
| 5Y Return (annualized) | +7.19% | +12.75%Best |
| Volatility (annualized) | 21.7% | 14.1%Best |
| Max Drawdown | -60.5% | -33.9%Best |
| $10,000 over 5 years | $14,150 | $18,221Best |
| Top 10 Weight | 43.2% | 37.9%Best |
| Fund Family | Invesco (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 24, 2012 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Feb 24, 2012 to Sep 8, 2026 (14.5 years).
EEMO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
EEMO vs IVV Performance
Invesco S&P Emerging Markets Momentum ETF (EEMO) is an ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EEMO returned +33.62% while IVV returned +19.36%. Year to date, EEMO is up 30.21% versus a gain of 12.70% for IVV.
Over three years, EEMO compounded at +19.58% per year against +21.16% for IVV; over five years the annualized figures are +7.19% and +12.75% respectively. Across the full 15-year window we track, IVV has the edge at +13.18% annualized vs +0.41%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EEMO has been the more volatile fund, with annualized monthly volatility of 21.7% 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 -60.5% for EEMO 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 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EEMO charges 0.29% per year while IVV charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, EEMO currently yields 2.02% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 242 holdings in EEMO and 504 in IVV, totalling 99.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 242 positions we hold weights for in EEMO and 504 in IVV, against full books of 281 and 508.
What only one of them owns
Our book lists 493 positions for IVV that do not appear in our book for EEMO (99.2% of the fund), and 11 for EEMO that do not appear in IVV (12.2%).
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.
You are not choosing between two funds in isolation.
Whichever of EEMO 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, EEMO or IVV?
EEMO has an expense ratio of 0.29% while IVV charges 0.03%. IVV is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, EEMO or IVV?
Over the past year EEMO returned +33.62% vs +19.36% for IVV, so EEMO leads on 1-year performance. Over the longest common window we track (15 years), EEMO annualized +0.41% vs +13.18% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EEMO or IVV?
EEMO has been the more volatile fund at 21.7% annualized versus 14.1% for IVV. Worst drawdown: EEMO -60.5% vs IVV -33.9%.
Should I hold both EEMO and IVV?
EEMO and IVV have a monthly-return correlation of 0.64, 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, EEMO or IVV?
EEMO yields 2.02% while IVV yields 1.10%, so EEMO currently pays the higher dividend yield.
Is IVV better than EEMO?
IVV has a lower expense ratio. EEMO led over 1Y, IVV over 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 43.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.