FEMR vs IVV

FEMR vs IVV
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Quick Verdict

IVV has a lower expense ratio. FEMR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: FEMRMore Diversified: IVV

Side-by-Side Comparison

MetricFEMRIVVWinner
Expense Ratio0.38%0.03%
AUM$167M$907.0B
Dividend Yield1.55%1.10%
Holdings149508
YTD Return+24.32%+12.71%
1Y Return+44.51%+21.89%
3Y Return (annualized)-+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)19.0%15.1%
Max Drawdown-15.6%-56.5%
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 19, 2024May 15, 2000

FEMR vs IVV Performance

Fidelity Enhanced Emerging Markets ETF (FEMR) is a ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FEMR returned +44.51% while IVV returned +21.89%. Year to date, FEMR is up 24.32% versus a gain of 12.71% for IVV.

Risk: Volatility and Drawdowns

FEMR 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 -15.6% for FEMR 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FEMR charges 0.38% per year while IVV charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, FEMR currently yields 1.55% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

FEMR and IVV share 0 holdings out of 653 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FEMR or IVV?

FEMR has an expense ratio of 0.38% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, FEMR or IVV?

Over the past year FEMR returned +44.51% vs +21.89% for IVV, so FEMR leads on 1-year performance. Over the longest common window we track (2 years), FEMR annualized +35.29% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, FEMR or IVV?

FEMR has been the more volatile fund at 19.0% annualized versus 15.1% for IVV. Worst drawdown: FEMR -15.6% vs IVV -56.5%.

Should I hold both FEMR and IVV?

FEMR and IVV have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FEMR and IVV?

FEMR and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 653 unique securities.

Which pays a higher dividend, FEMR or IVV?

FEMR yields 1.55% while IVV yields 1.10%, so FEMR currently pays the higher dividend yield.

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