EMCR vs IVV
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EMCR delivered stronger 1-year returns. EMCR offers more diversification with 1,381 holdings.
Side-by-Side Comparison
| Metric | EMCR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $61M | $907.0B | |
| Dividend Yield | 1.59% | 1.10% | |
| Holdings | 1,381 | 508 | |
| YTD Return | +15.35% | +12.28% | |
| 1Y Return | +30.85% | +20.94% | |
| 3Y Return (annualized) | +22.31% | +21.81% | |
| 5Y Return (annualized) | +9.15% | +13.05% | |
| Volatility (annualized) | 17.0% | 15.1% | |
| Max Drawdown | -34.3% | -56.5% | |
| Fund Family | Xtrackers ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 4, 2018 | May 15, 2000 |
EMCR vs IVV Performance
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF (EMCR) is a ETF from Xtrackers ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EMCR returned +30.85% while IVV returned +20.94%. Year to date, EMCR is up 15.35% versus a gain of 12.28% for IVV.
Over three years, EMCR compounded at +22.31% per year against +21.81% for IVV; over five years the annualized figures are +9.15% and +13.05% respectively. Across the full 8-year window we track, EMCR has the edge at +10.22% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EMCR has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -34.3% for EMCR 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EMCR charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, EMCR currently yields 1.59% against 1.10% for IVV.
Holdings Overlap
EMCR and IVV share 1 holdings out of 1854 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EMCR | Weight in IVV | Difference |
|---|---|---|---|
| TEL | 0.03% | 0.09% | 0.06% |
Frequently Asked Questions
Which is cheaper, EMCR or IVV?
EMCR has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, EMCR or IVV?
Over the past year EMCR returned +30.85% vs +20.94% for IVV, so EMCR leads on 1-year performance. Over the longest common window we track (8 years), EMCR annualized +10.22% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, EMCR or IVV?
EMCR has been the more volatile fund at 17.0% annualized versus 15.1% for IVV. Worst drawdown: EMCR -34.3% vs IVV -56.5%.
Should I hold both EMCR and IVV?
EMCR and IVV have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EMCR and IVV?
EMCR and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1854 unique securities.
Which pays a higher dividend, EMCR or IVV?
EMCR yields 1.59% while IVV yields 1.10%, so EMCR currently pays the higher dividend yield.
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