EMDM vs IVV

AEMDM

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,871QQQ · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income3.05%EMDM · $305 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%EMDM and IVV

First Trust Bloomberg Emerging Market Democracies ETF · $37MiShares Core S&P 500 ETF · $872B

+27.5%3 years · per year$20,705 · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

3.05%12-mo yield$305 · $111 on $10k

Cards for this view

EMDM

First Trust Bloomberg Emerging Market Democracies

[…]

IVV

iShares Core S&P 500

$17,414

MeasureEMDMIVV

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield3.05%1.11%

5 years, per year[…]+11.7%

3 years, per year+27.5%+21.5%

Worst drop · 1Y−17.5%−8.9%

Volatility · 1Y29.6%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$463.7B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk	0.75%	3.05%	−1.4%	+22.8%	+31.5%	+27.5%	new	−17.5%	$37M

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$463.7B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk	0.75%	3.05%	−1.4%	+22.8%	+31.5%	+27.5%	new	−17.5%	$37M

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