EMC vs IVV
Global X Emerging Markets Great Consumer ETF vs iShares Core S&P 500 ETF
Which is better, EMC or IVV?
Each has led over a different period.
IVV has a lower expense ratio. EMC led over 1Y, IVV over 3Y and the full window.
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 | EMC | IVV |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $58M | $886.7B |
| Dividend Yield | 0.58% | 1.10% |
| Holdings | 80 | 508 |
| YTD Return | +20.44%Best | +13.39% |
| 1Y Return | +29.43%Best | +20.08% |
| 3Y Return (annualized) | +16.40% | +21.29%Best |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 15.3% | 12.8%Best |
| Max Drawdown | -18.4%Best | -18.8% |
| $10,000 over 3.3 years | $15,593 | $19,458Best |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 24, 2010 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: May 15, 2023 to Sep 4, 2026 (3.3 years).
EMC 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 covers the 3.3 years both funds cover.
EMC vs IVV Performance
Global X Emerging Markets Great Consumer ETF (EMC) is an ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EMC returned +29.43% while IVV returned +20.08%. Year to date, EMC is up 20.44% versus a gain of 13.39% for IVV.
Over three years, EMC compounded at +16.40% per year against +21.29% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EMC has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.8% 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 -18.4% for EMC and -18.8% 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EMC charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, EMC currently yields 0.58% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 1 holding in EMC and 505 in IVV, totalling 100.4% 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 1 positions we hold weights for in EMC and 505 in IVV, against full books of 80 and 508.
You are not choosing between two funds in isolation.
Whichever of EMC 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, EMC or IVV?
EMC has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, EMC or IVV?
Over the past year EMC returned +29.43% vs +20.08% for IVV, so EMC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EMC or IVV?
EMC has been the more volatile fund at 15.3% annualized versus 12.8% for IVV. Worst drawdown: EMC -18.4% vs IVV -18.8%.
Should I hold both EMC and IVV?
EMC and IVV have a monthly-return correlation of 0.71, 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, EMC or IVV?
EMC yields 0.58% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than EMC?
IVV has a lower expense ratio. EMC led over 1Y, IVV over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.