EEMS vs VOO

EEMS vs VOO

Which is better, EEMS or VOO?

Small Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricEEMSVOO
Expense Ratio0.72%0.03%Best
AUM$374M$997.4B
Dividend Yield3.09%1.04%
Holdings1,723509
YTD Return+11.49%+12.37%Best
1Y Return+13.03%+16.61%Best
3Y Return (annualized)+13.96%+21.37%Best
5Y Return (annualized)+7.38%+13.49%Best
Volatility (annualized)17.4%14.3%Best
Max Drawdown-51.7%-34.3%Best
$10,000 over 5 years$14,276$18,827Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionAug 16, 2011Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 18, 2011 to Sep 18, 2026 (15.1 years).

EEMS vs VOO 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 15.1 years both funds cover.

EEMS vs VOO Performance

Ishares MSCI Emerging Markets Small Cap ETF (EEMS) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EEMS returned +13.03% while VOO returned +16.61%. Year to date, EEMS is up 11.49% versus a gain of 12.37% for VOO.

Over three years, EEMS compounded at +13.96% per year against +21.37% for VOO; over five years the annualized figures are +7.38% and +13.49% respectively. Across the full 15-year window we track, VOO has the edge at +14.01% annualized vs +3.84%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EEMS has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 14.3% for VOO. 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 -51.7% for EEMS and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EEMS charges 0.72% per year while VOO charges 0.03%. On a $10,000 position that is $72 vs $3 annually, a gap of $69 per year that compounds over a long holding period. On income, EEMS currently yields 3.09% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 1,464 holdings in EEMS and 494 in VOO, totalling 91.4% and 99.5% 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 1,464 positions we hold weights for in EEMS and 494 in VOO, against full books of 1,723 and 509.

You are not choosing between two funds in isolation.

Whichever of EEMS and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EEMSVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EEMS or VOO?

EEMS has an expense ratio of 0.72% while VOO charges 0.03%. VOO is the cheaper option, by $69 a year on a $10,000 investment.

Which performed better, EEMS or VOO?

Over the past year EEMS returned +13.03% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (15 years), EEMS annualized +3.84% vs +14.01% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EEMS or VOO?

EEMS has been the more volatile fund at 17.4% annualized versus 14.3% for VOO. Worst drawdown: EEMS -51.7% vs VOO -34.3%.

Should I hold both EEMS and VOO?

EEMS and VOO have a monthly-return correlation of 0.74, 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, EEMS or VOO?

EEMS yields 3.09% while VOO yields 1.04%, so EEMS currently pays the higher dividend yield.

Is VOO better than EEMS?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.