EEMO vs IVV
Invesco S&P Emerging Markets Momentum ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EEMO delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EEMO | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $23M | $865.2B | |
| Dividend Yield | 1.64% | 1.09% | |
| Holdings | 280 | 508 | |
| YTD Return | +21.85% | +13.72% | |
| 1Y Return | +27.93% | +21.64% | |
| 3Y Return (annualized) | +17.80% | +21.55% | |
| 5Y Return (annualized) | +6.18% | +13.27% | |
| Volatility (annualized) | 21.6% | 15.1% | |
| Max Drawdown | -60.5% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 24, 2012 | May 15, 2000 |
EEMO vs IVV Performance
Invesco S&P Emerging Markets Momentum ETF (EEMO) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EEMO returned +27.93% while IVV returned +21.64%. Year to date, EEMO is up 21.85% versus a gain of 13.72% for IVV.
Over three years, EEMO compounded at +17.80% per year against +21.55% for IVV; over five years the annualized figures are +6.18% and +13.27% respectively. Across the full 15-year window we track, IVV has the edge at +7.04% annualized vs -0.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EEMO has been the more volatile fund, with annualized monthly volatility of 21.6% 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 -60.5% for EEMO 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.64% against 1.09% for IVV.
Holdings Overlap
EEMO and IVV share 0 holdings out of 752 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $26 per year of difference.
Which performed better, EEMO or IVV?
Over the past year EEMO returned +27.93% vs +21.64% for IVV, so EEMO leads on 1-year performance. Over the longest common window we track (15 years), EEMO annualized -0.05% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EEMO or IVV?
EEMO has been the more volatile fund at 21.6% annualized versus 15.1% for IVV. Worst drawdown: EEMO -60.5% vs IVV -56.5%.
Should I hold both EEMO and IVV?
EEMO and IVV have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EEMO and IVV?
EEMO and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 752 unique securities.
Which pays a higher dividend, EEMO or IVV?
EEMO yields 1.64% while IVV yields 1.09%, so EEMO currently pays the higher dividend yield.
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