EVMT vs IVV
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF vs iShares Core S&P 500 ETF
Which is better, EVMT or IVV?
Precious Metals against Large Cap Blend.
IVV has a lower expense ratio. EVMT led over 1Y, IVV over 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EVMT | IVV |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $7M | $876.4B |
| Dividend Yield | 11.23% | 1.06% |
| Holdings | 15 | 508 |
| YTD Return | +5.54% | +12.39%Best |
| 1Y Return | +25.59%Best | +16.61% |
| 3Y Return (annualized) | +4.20% | +21.38%Best |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 19.7% | 15.2%Best |
| Max Drawdown | -48.3% | -18.8%Best |
| $10,000 over 4.4 years | $7,280 | $19,456Best |
| Fund Family | Invesco (US) | iShares by BlackRock (US) |
| Category | Commodity | Equity |
| Style | Precious Metals | Large Cap Blend |
| Inception | Apr 27, 2022 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Apr 27, 2022 to Sep 18, 2026 (4.4 years).
EVMT vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.4 years both funds cover.
EVMT vs IVV Performance
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT) is an ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EVMT returned +25.59% while IVV returned +16.61%. Year to date, EVMT is up 5.54% versus a gain of 12.39% for IVV.
Over three years, EVMT compounded at +4.20% per year against +21.38% for IVV. Across the full 4-year window we track, IVV has the edge at +16.33% annualized vs -6.96%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EVMT has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 15.2% 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 -48.3% for EVMT and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EVMT charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, EVMT currently yields 11.23% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 1 holding in EVMT and 490 in IVV, totalling 80.9% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in EVMT and 490 in IVV, against full books of 15 and 508.
You are not choosing between two funds in isolation.
Whichever of EVMT and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EVMT or IVV?
EVMT has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, EVMT or IVV?
Over the past year EVMT returned +25.59% vs +16.61% for IVV, so EVMT leads on 1-year performance. Over the longest common window we track (4 years), EVMT annualized -6.96% vs +16.33% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVMT or IVV?
EVMT has been the more volatile fund at 19.7% annualized versus 15.2% for IVV. Worst drawdown: EVMT -48.3% vs IVV -18.8%.
Should I hold both EVMT and IVV?
EVMT and IVV have a monthly-return correlation of 0.33, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EVMT or IVV?
EVMT yields 11.23% while IVV yields 1.06%, so EVMT currently pays the higher dividend yield.
Is IVV better than EVMT?
IVV has a lower expense ratio. EVMT led over 1Y, IVV over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.