EMC vs IVV

Quick Verdict

IVV has a lower expense ratio. EMC delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: EMCMore Diversified: IVV

Side-by-Side Comparison

MetricEMCIVVWinner
Expense Ratio0.65%0.03%
AUM$55M$865.2B
Dividend Yield0.56%1.09%
Holdings77508
YTD Return+16.62%+13.72%
1Y Return+25.67%+21.64%
3Y Return (annualized)+15.03%+21.55%
5Y Return (annualized)-+13.27%
Volatility (annualized)15.5%15.1%
Max Drawdown-18.4%-56.5%
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryEquityEquity
InceptionSep 24, 2010May 15, 2000

EMC vs IVV Performance

Global X Emerging Markets Great Consumer ETF (EMC) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EMC returned +25.67% while IVV returned +21.64%. Year to date, EMC is up 16.62% versus a gain of 13.72% for IVV.

Over three years, EMC compounded at +15.03% per year against +21.55% for IVV. Across the full 3-year window we track, EMC has the edge at +13.57% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EMC has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -18.4% for EMC 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 0.72. 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 0.56% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

EMC and IVV share 0 holdings out of 573 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, EMC or IVV?

EMC has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, EMC or IVV?

Over the past year EMC returned +25.67% vs +21.64% for IVV, so EMC leads on 1-year performance. Over the longest common window we track (3 years), EMC annualized +13.57% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, EMC or IVV?

EMC has been the more volatile fund at 15.5% annualized versus 15.1% for IVV. Worst drawdown: EMC -18.4% vs IVV -56.5%.

Should I hold both EMC and IVV?

EMC and IVV have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EMC and IVV?

EMC and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 573 unique securities.

Which pays a higher dividend, EMC or IVV?

EMC yields 0.56% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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