IVV vs UEVM
iShares Core S&P 500 ETF vs VictoryShares Emerging Markets Value Momentum ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | UEVM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $865.2B | $249M | |
| Dividend Yield | 1.09% | 3.60% | |
| Holdings | 508 | 204 | |
| YTD Return | +13.43% | +7.05% | |
| 1Y Return | +22.61% | +15.04% | |
| 3Y Return (annualized) | +21.47% | +17.22% | |
| 5Y Return (annualized) | +13.26% | +8.45% | |
| Volatility (annualized) | 15.1% | 15.6% | |
| Max Drawdown | -56.5% | -48.1% | |
| Fund Family | iShares by BlackRock (US) | Victory Capital Management Inc. | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 24, 2017 |
IVV vs UEVM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VictoryShares Emerging Markets Value Momentum ETF (UEVM) is a ETF from Victory Capital Management Inc.. Over the past year IVV returned +22.61% while UEVM returned +15.04%. Year to date, IVV is up 13.43% versus a gain of 7.05% for UEVM.
Over three years, IVV compounded at +21.47% per year against +17.22% for UEVM; over five years the annualized figures are +13.26% and +8.45% respectively. Across the full 9-year window we track, IVV has the edge at +7.03% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UEVM has been the more volatile fund, with annualized monthly volatility of 15.6% 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 -48.1% for UEVM. 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
IVV charges 0.03% per year while UEVM charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.60% for UEVM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or UEVM?
IVV has an expense ratio of 0.03% while UEVM charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IVV or UEVM?
Over the past year IVV returned +22.61% vs +15.04% for UEVM, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.03% vs +4.86% for UEVM. Past performance does not guarantee future results.
Which is riskier, IVV or UEVM?
UEVM has been the more volatile fund at 15.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs UEVM -48.1%.
Should I hold both IVV and UEVM?
IVV and UEVM 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 IVV and UEVM?
IVV and UEVM share 2 common holdings with a 0.1% weight overlap. Combined, they hold 696 unique securities.
Which pays a higher dividend, IVV or UEVM?
IVV yields 1.09% while UEVM yields 3.60%, so UEVM currently pays the higher dividend yield.
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