EMXC.DE vs. IVV
Compare and contrast key facts about Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc (EMXC.DE) and iShares Core S&P 500 ETF (IVV).
EMXC.DE and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EMXC.DE is a passively managed fund by Amundi that tracks the performance of the MSCI EM NR USD. It was launched on Jun 20, 2019. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both EMXC.DE and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMXC.DE or IVV.
Key characteristics
| EMXC.DE | IVV | |
|---|---|---|
| YTD Return | 11.88% | 19.39% |
| 1Y Return | 20.49% | 27.06% |
| 3Y Return (Ann) | 3.91% | 9.35% |
| 5Y Return (Ann) | 8.25% | 15.91% |
| Sharpe Ratio | 1.43 | 2.17 |
| Daily Std Dev | 13.04% | 12.35% |
| Max Drawdown | -38.77% | -55.25% |
| Current Drawdown | -2.76% | -0.21% |
Correlation
The correlation between EMXC.DE and IVV is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EMXC.DE vs. IVV - Performance Comparison
In the year-to-date period, EMXC.DE achieves a 11.88% return, which is significantly lower than IVV's 19.39% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EMXC.DE vs. IVV - Expense Ratio Comparison
EMXC.DE has a 0.15% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
EMXC.DE vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc (EMXC.DE) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EMXC.DE vs. IVV - Dividend Comparison
EMXC.DE has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMXC.DE Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
EMXC.DE vs. IVV - Drawdown Comparison
The maximum EMXC.DE drawdown since its inception was -38.77%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for EMXC.DE and IVV. For additional features, visit the drawdowns tool.
Volatility
EMXC.DE vs. IVV - Volatility Comparison
Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc (EMXC.DE) has a higher volatility of 6.25% compared to iShares Core S&P 500 ETF (IVV) at 5.47%. This indicates that EMXC.DE's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.