IVV vs OAEM
iShares Core S&P 500 ETF vs OneAscent Emerging Markets ETF
Which is better, IVV or OAEM?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over the full window, OAEM over 1Y and 3Y.
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 | IVV | OAEM |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.25% |
| AUM | $882.6B | $127M |
| Dividend Yield | 1.06% | 0.58% |
| Holdings | 508 | 93 |
| YTD Return | +12.76% | +31.50%Best |
| 1Y Return | +15.57% | +44.09%Best |
| 3Y Return (annualized) | +22.95% | +24.05%Best |
| 5Y Return (annualized) | +13.54% | - |
| Volatility (annualized) | 13.1%Best | 18.6% |
| Max Drawdown | -18.8% | -17.1%Best |
| $10,000 over 4 years | $20,784Best | $20,529 |
| Fund Family | iShares by BlackRock (US) | OneAscent Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Sep 14, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 16, 2022 to Oct 1, 2026 (4 years).
IVV vs OAEM 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 years both funds cover.
IVV vs OAEM Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and OneAscent Emerging Markets ETF (OAEM) is an ETF from OneAscent Investments. Over the past year IVV returned +15.57% while OAEM returned +44.09%. Year to date, IVV is up 12.76% versus a gain of 31.50% for OAEM.
Over three years, IVV compounded at +22.95% per year against +24.05% for OAEM. Across the full 4-year window we track, IVV has the edge at +20.07% annualized vs +19.70%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OAEM has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 13.1% 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 -18.8% for IVV and -17.1% for OAEM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while OAEM charges 1.25%. On a $10,000 position that is $3 vs $125 annually, a gap of $122 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.58% for OAEM.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 43 in OAEM, totalling 99.9% and 94.5% 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 505 positions we hold weights for in IVV and 43 in OAEM, against full books of 508 and 93.
You are not choosing between two funds in isolation.
Whichever of IVV and OAEM 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, IVV or OAEM?
IVV has an expense ratio of 0.03% while OAEM charges 1.25%. IVV is the cheaper option, by $122 a year on a $10,000 investment.
Which performed better, IVV or OAEM?
Over the past year IVV returned +15.57% vs +44.09% for OAEM, so OAEM leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +20.07% vs +19.70% for OAEM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OAEM?
OAEM has been the more volatile fund at 18.6% annualized versus 13.1% for IVV. Worst drawdown: IVV -18.8% vs OAEM -17.1%.
Should I hold both IVV and OAEM?
IVV and OAEM have a monthly-return correlation of 0.63, 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, IVV or OAEM?
IVV yields 1.06% while OAEM yields 0.58%, so IVV currently pays the higher dividend yield.
Is OAEM better than IVV?
IVV has a lower expense ratio. IVV led over the full window, OAEM over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.