IVV vs TEMX

Quick Verdict

IVV has a lower expense ratio. TEMX delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TEMXMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTEMXWinner
Expense Ratio0.03%0.80%
AUM$865.2B$12M
Dividend Yield1.09%0.84%
Holdings50843
YTD Return+13.43%+19.34%
1Y Return+22.61%+34.02%
3Y Return (annualized)+21.47%-
5Y Return (annualized)+13.26%-
Volatility (annualized)15.1%21.2%
Max Drawdown-56.5%-16.8%
Fund FamilyiShares by BlackRock (US)Touchstone Investments
CategoryEquityEquity
InceptionMay 15, 2000Feb 24, 2025

IVV vs TEMX Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Touchstone Sands Capital Emerging Markets ex-China Growth ETF (TEMX) is a ETF from Touchstone Investments. Over the past year IVV returned +22.61% while TEMX returned +34.02%. Year to date, IVV is up 13.43% versus a gain of 19.34% for TEMX.

Risk: Volatility and Drawdowns

TEMX has been the more volatile fund, with annualized monthly volatility of 21.2% 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 -56.5% for IVV and -16.8% for TEMX. 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while TEMX charges 0.80%. On a $10,000 position that is $3 vs $80 annually, a gap of $77 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.84% for TEMX.

Holdings Overlap

0.0%overlap

IVV and TEMX share 0 holdings out of 547 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, IVV or TEMX?

IVV has an expense ratio of 0.03% while TEMX charges 0.80%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, IVV or TEMX?

Over the past year IVV returned +22.61% vs +34.02% for TEMX, so TEMX leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.03% vs +30.13% for TEMX. Past performance does not guarantee future results.

Which is riskier, IVV or TEMX?

TEMX has been the more volatile fund at 21.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TEMX -16.8%.

Should I hold both IVV and TEMX?

IVV and TEMX have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TEMX?

IVV and TEMX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 547 unique securities.

Which pays a higher dividend, IVV or TEMX?

IVV yields 1.09% while TEMX yields 0.84%, so IVV currently pays the higher dividend yield.

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