EMXC vs IVV
iShares MSCI Emerging Markets ex China ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EMXC delivered stronger 1-year returns. EMXC offers more diversification with 644 holdings.
Side-by-Side Comparison
| Metric | EMXC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $24.8B | $907.0B | |
| Dividend Yield | 2.13% | 1.10% | |
| Holdings | 644 | 508 | |
| YTD Return | +31.51% | +14.29% | |
| 1Y Return | +54.93% | +21.79% | |
| 3Y Return (annualized) | +26.70% | +22.19% | |
| 5Y Return (annualized) | +12.18% | +13.28% | |
| Volatility (annualized) | 19.0% | 15.1% | |
| Max Drawdown | -46.1% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 18, 2017 | May 15, 2000 |
EMXC vs IVV Performance
iShares MSCI Emerging Markets ex China ETF (EMXC) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EMXC returned +54.93% while IVV returned +21.79%. Year to date, EMXC is up 31.51% versus a gain of 14.29% for IVV.
Over three years, EMXC compounded at +26.70% per year against +22.19% for IVV; over five years the annualized figures are +12.18% and +13.28% respectively. Across the full 11-year window we track, EMXC has the edge at +7.68% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EMXC has been the more volatile fund, with annualized monthly volatility of 19.0% 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 -46.1% for EMXC 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EMXC charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, EMXC currently yields 2.13% against 1.10% for IVV.
Holdings Overlap
EMXC and IVV share 4 holdings out of 1082 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EMXC or IVV?
EMXC has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, EMXC or IVV?
Over the past year EMXC returned +54.93% vs +21.79% for IVV, so EMXC leads on 1-year performance. Over the longest common window we track (11 years), EMXC annualized +7.68% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, EMXC or IVV?
EMXC has been the more volatile fund at 19.0% annualized versus 15.1% for IVV. Worst drawdown: EMXC -46.1% vs IVV -56.5%.
Should I hold both EMXC and IVV?
EMXC and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EMXC and IVV?
EMXC and IVV share 4 common holdings with a 0.2% weight overlap. Combined, they hold 1082 unique securities.
Which pays a higher dividend, EMXC or IVV?
EMXC yields 2.13% while IVV yields 1.10%, so EMXC currently pays the higher dividend yield.
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