FFEM vs IVV

FFEM vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: FFEMMore Diversified: IVV

Side-by-Side Comparison

MetricFFEMIVVWinner
Expense Ratio0.60%0.03%
AUM$62M$907.0B
Dividend Yield1.26%1.10%
Holdings118508
YTD Return+22.14%+14.29%
1Y Return+43.25%+21.79%
3Y Return (annualized)-+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)18.0%15.1%
Max Drawdown-16.3%-56.5%
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 19, 2024May 15, 2000

FFEM vs IVV Performance

Fidelity Fundamental Emerging Markets ETF (FFEM) 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 FFEM returned +43.25% while IVV returned +21.79%. Year to date, FFEM is up 22.14% versus a gain of 14.29% for IVV.

Risk: Volatility and Drawdowns

FFEM has been the more volatile fund, with annualized monthly volatility of 18.0% 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 -16.3% for FFEM 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FFEM 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, FFEM currently yields 1.26% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

FFEM and IVV share 0 holdings out of 611 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, FFEM or IVV?

FFEM 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, FFEM or IVV?

Over the past year FFEM returned +43.25% vs +21.79% for IVV, so FFEM leads on 1-year performance. Over the longest common window we track (2 years), FFEM annualized +36.68% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, FFEM or IVV?

FFEM has been the more volatile fund at 18.0% annualized versus 15.1% for IVV. Worst drawdown: FFEM -16.3% vs IVV -56.5%.

Should I hold both FFEM and IVV?

FFEM and IVV have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFEM and IVV?

FFEM and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 611 unique securities.

Which pays a higher dividend, FFEM or IVV?

FFEM yields 1.26% while IVV yields 1.10%, so FFEM currently pays the higher dividend yield.

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