IVV vs XEMD
iShares Core S&P 500 ETF vs BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XEMD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.29% | |
| AUM | $907.0B | $904M | |
| Dividend Yield | 1.10% | 5.81% | |
| Holdings | 508 | 429 | |
| YTD Return | +12.28% | +1.14% | |
| 1Y Return | +20.94% | +5.95% | |
| 3Y Return (annualized) | +21.81% | +10.18% | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 6.6% | |
| Max Drawdown | -56.5% | -10.0% | |
| Fund Family | iShares by BlackRock (US) | BondBloxx | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jun 30, 2022 |
IVV vs XEMD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) is a ETF from BondBloxx. Over the past year IVV returned +20.94% while XEMD returned +5.95%. Year to date, IVV is up 12.28% versus a gain of 1.14% for XEMD.
Over three years, IVV compounded at +21.81% per year against +10.18% for XEMD. Across the full 4-year window we track, XEMD has the edge at +8.55% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.6% for XEMD. 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 -10.0% for XEMD. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while XEMD charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 5.81% for XEMD.
Holdings Overlap
IVV and XEMD share 0 holdings out of 646 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 XEMD?
IVV has an expense ratio of 0.03% while XEMD charges 0.29%. IVV is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, IVV or XEMD?
Over the past year IVV returned +20.94% vs +5.95% for XEMD, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +6.98% vs +8.55% for XEMD. Past performance does not guarantee future results.
Which is riskier, IVV or XEMD?
IVV has been the more volatile fund at 15.1% annualized versus 6.6% for XEMD. Worst drawdown: IVV -56.5% vs XEMD -10.0%.
Should I hold both IVV and XEMD?
IVV and XEMD have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XEMD?
IVV and XEMD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 646 unique securities.
Which pays a higher dividend, IVV or XEMD?
IVV yields 1.10% while XEMD yields 5.81%, so XEMD currently pays the higher dividend yield.
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