EMOT vs IVV
First Trust S&P 500 Economic Moat ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | EMOT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $3M | $865.2B | |
| Dividend Yield | 1.08% | 1.09% | |
| Holdings | 51 | 508 | |
| YTD Return | +15.87% | +14.50% | |
| 1Y Return | +17.72% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 11.3% | 15.1% | |
| Max Drawdown | -16.4% | -56.5% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 26, 2024 | May 15, 2000 |
EMOT vs IVV Performance
First Trust S&P 500 Economic Moat ETF (EMOT) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EMOT returned +17.72% while IVV returned +22.02%. Year to date, EMOT is up 15.87% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.3% for EMOT. 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 -16.4% for EMOT 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EMOT charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, EMOT currently yields 1.08% against 1.09% for IVV.
Holdings Overlap
EMOT and IVV share 49 holdings out of 506 unique holdings combined, representing a 24.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EMOT or IVV?
EMOT has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, EMOT or IVV?
Over the past year EMOT returned +17.72% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), EMOT annualized +16.93% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, EMOT or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.3% for EMOT. Worst drawdown: EMOT -16.4% vs IVV -56.5%.
Should I hold both EMOT and IVV?
EMOT and IVV have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EMOT and IVV?
EMOT and IVV share 49 common holdings with a 24.8% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, EMOT or IVV?
EMOT yields 1.08% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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