EMET vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: EMETMore Diversified: IVV

Side-by-Side Comparison

MetricEMETIVVWinner
Expense Ratio0.62%0.03%
AUM$31M$865.2B
Dividend Yield1.69%1.09%
Holdings64508
YTD Return+16.57%+13.72%
1Y Return+70.95%+21.64%
3Y Return (annualized)+20.48%+21.55%
5Y Return (annualized)-+13.27%
Volatility (annualized)31.5%15.1%
Max Drawdown-53.9%-56.5%
Fund FamilyVanEckiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionNov 9, 2021May 15, 2000

EMET vs IVV Performance

VanEck Copper and Electrification Metals ETF (EMET) is a ETF from VanEck and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EMET returned +70.95% while IVV returned +21.64%. Year to date, EMET is up 16.57% versus a gain of 13.72% for IVV.

Over three years, EMET compounded at +20.48% per year against +21.55% for IVV. Across the full 5-year window we track, IVV has the edge at +7.04% annualized vs +6.19%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EMET has been the more volatile fund, with annualized monthly volatility of 31.5% 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 -53.9% for EMET 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EMET charges 0.62% per year while IVV charges 0.03%. On a $10,000 position that is $62 vs $3 annually, a gap of $59 per year that compounds over a long holding period. On income, EMET currently yields 1.69% against 1.09% for IVV.

Holdings Overlap

0.2%overlap

EMET and IVV share 2 holdings out of 559 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EMETWeight in IVVDifference
FCX8.37%0.14%8.23%
ALB2.94%0.02%2.92%

Frequently Asked Questions

Which is cheaper, EMET or IVV?

EMET has an expense ratio of 0.62% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

Which performed better, EMET or IVV?

Over the past year EMET returned +70.95% vs +21.64% for IVV, so EMET leads on 1-year performance. Over the longest common window we track (5 years), EMET annualized +6.19% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, EMET or IVV?

EMET has been the more volatile fund at 31.5% annualized versus 15.1% for IVV. Worst drawdown: EMET -53.9% vs IVV -56.5%.

Should I hold both EMET and IVV?

EMET and IVV have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EMET and IVV?

EMET and IVV share 2 common holdings with a 0.2% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, EMET or IVV?

EMET yields 1.69% while IVV yields 1.09%, so EMET currently pays the higher dividend yield.

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