EMCB vs IVV
EMCB vs IVV
WisdomTree Emerging Markets Corporate Bond Fund vs iShares Core S&P 500 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 | EMCB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.03% | |
| AUM | $99M | $865.2B | |
| Dividend Yield | 5.36% | 1.09% | |
| Holdings | 200 | 508 | |
| YTD Return | +1.79% | +13.31% | |
| 1Y Return | +5.01% | +24.00% | |
| 3Y Return (annualized) | +7.52% | +21.16% | |
| 5Y Return (annualized) | +2.14% | +13.34% | |
| Volatility (annualized) | 7.4% | 15.1% | |
| Max Drawdown | -29.0% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 8, 2012 | May 15, 2000 |
EMCB vs IVV Performance
WisdomTree Emerging Markets Corporate Bond Fund (EMCB) is a ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EMCB returned +5.01% while IVV returned +24.00%. Year to date, EMCB is up 1.79% versus a gain of 13.31% for IVV.
Over three years, EMCB compounded at +7.52% per year against +21.16% for IVV; over five years the annualized figures are +2.14% and +13.34% respectively. Across the full 14-year window we track, IVV has the edge at +7.03% annualized vs +0.92%. 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 7.4% for EMCB. 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 -29.0% for EMCB 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EMCB charges 0.61% per year while IVV charges 0.03%. On a $10,000 position that is $61 vs $3 annually, a gap of $58 per year that compounds over a long holding period. On income, EMCB currently yields 5.36% against 1.09% for IVV.
Holdings Overlap
EMCB and IVV share 0 holdings out of 620 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, EMCB or IVV?
EMCB has an expense ratio of 0.61% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
Which performed better, EMCB or IVV?
Over the past year EMCB returned +5.01% vs +24.00% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (14 years), EMCB annualized +0.92% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, EMCB or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 7.4% for EMCB. Worst drawdown: EMCB -29.0% vs IVV -56.5%.
Should I hold both EMCB and IVV?
EMCB and IVV have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EMCB and IVV?
EMCB and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 620 unique securities.
Which pays a higher dividend, EMCB or IVV?
EMCB yields 5.36% while IVV yields 1.09%, so EMCB currently pays the higher dividend yield.
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