EMBX vs IVV

EMBX vs IVV

Which is better, EMBX or IVV?

Emerging Markets Bond against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): IVV

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

MetricEMBXIVV
Expense Ratio0.76%0.03%Best
AUM$257M$876.4B
Dividend Yield4.64%1.06%
Holdings138508
YTD Return+2.90%+12.39%Best
1Y Return+6.05%+16.61%Best
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Fund FamilyVanEckiShares by BlackRock (US)
CategoryFixed IncomeEquity
StyleEmerging Markets BondLarge Cap Blend
InceptionJul 9, 2012May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

EMBX 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.

EMBX vs IVV Performance

VanEck Emerging Markets Bond ETF (EMBX) is an ETF from VanEck and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EMBX returned +6.05% while IVV returned +16.61%. Year to date, EMBX is up 2.90% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

EMBX charges 0.76% per year while IVV charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, EMBX currently yields 4.64% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 12 holdings in EMBX and 490 in IVV, totalling 5.5% and 99.3% 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 12 positions we hold weights for in EMBX and 490 in IVV, against full books of 138 and 508.

You are not choosing between two funds in isolation.

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

EMBXIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EMBX or IVV?

EMBX has an expense ratio of 0.76% while IVV charges 0.03%. IVV is the cheaper option, by $73 a year on a $10,000 investment.

Which performed better, EMBX or IVV?

Over the past year EMBX returned +6.05% vs +16.61% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, EMBX or IVV?

EMBX yields 4.64% while IVV yields 1.06%, so EMBX currently pays the higher dividend yield.

Is IVV better than EMBX?

IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.