AMOM vs IVV
Qraft AI-Enhanced US Large Cap Momentum ETF vs iShares Core S&P 500 ETF
Which is better, AMOM or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. AMOM led over 1Y, 3Y and the full window, IVV over 5Y. AMOM is less concentrated, with 36.1% of the fund in its ten largest positions against 37.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AMOM | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $21M | $876.4B |
| Dividend Yield | 0.03% | 1.06% |
| Holdings | 51 | 508 |
| YTD Return | +20.83%Best | +12.24% |
| 1Y Return | +28.40%Best | +18.61% |
| 3Y Return (annualized) | +24.80%Best | +20.98% |
| 5Y Return (annualized) | +10.50% | +12.76%Best |
| Volatility (annualized) | 21.6% | 16.4%Best |
| Max Drawdown | -39.7% | -33.9%Best |
| $10,000 over 5 years | $16,474 | $18,230Best |
| Top 10 Weight | 36.1%Best | 37.9% |
| Fund Family | QRAFT AI ETFs | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | May 20, 2019 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: May 21, 2019 to Sep 9, 2026 (7.3 years).
AMOM vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.3 years both funds cover.
AMOM vs IVV Performance
Qraft AI-Enhanced US Large Cap Momentum ETF (AMOM) is an ETF from QRAFT AI ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AMOM returned +28.40% while IVV returned +18.61%. Year to date, AMOM is up 20.83% versus a gain of 12.24% for IVV.
Over three years, AMOM compounded at +24.80% per year against +20.98% for IVV; over five years the annualized figures are +10.50% and +12.76% respectively. Across the full 7-year window we track, AMOM has the edge at +17.11% annualized vs +15.51%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMOM has been the more volatile fund, with annualized monthly volatility of 21.6% compared with 16.4% 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 -39.7% for AMOM and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AMOM charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, AMOM currently yields 0.03% against 1.06% for IVV.
Holdings Overlap
99.6% of AMOM's money is in holdings IVV also owns. 11.5% of IVV's money is in holdings AMOM also owns.
Most of AMOM is already inside IVV. Owning both mostly buys the same companies twice.
50 positions in common, counted across the 50 positions we hold weights for in AMOM and 505 in IVV, against full books of 51 and 508.
What only one of them owns
Measured across the 50 and 505 positions we hold weights for.
IVV holds 446 positions AMOM does not, 87.8% of the fund.
Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%
Top Shared Holdings
| Stock | Weight in AMOM | Weight in IVV | Difference |
|---|---|---|---|
| MUMicron Technology, Inc. | 5.19% | 1.51% | 3.68% |
| AMDAdvanced Micro Devices Inc | 4.13% | 1.18% | 2.95% |
| CSCOCisco Systems Inc. - Ordinary Shares | 4.00% | 0.72% | 3.28% |
| CATCaterpillar, Inc. | 3.91% | 0.60% | 3.31% |
| PANWPalo Alto Networks, Inc | 3.67% | 0.44% | 3.23% |
| INTCIntel Corporation | 3.09% | 0.72% | 2.37% |
| GEVGE Vernova Inc. CDR (CAD Hedged) | 3.27% | 0.41% | 2.86% |
| CRWDCrowdstrike Holdings Inc. Class A | 3.13% | 0.32% | 2.81% |
| LRCXLam Research Corp 3.125 06/15/2060 | 2.78% | 0.58% | 2.20% |
| AMATApplied Materials Inc | 2.69% | 0.64% | 2.05% |
99.6% of AMOM is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AMOM or IVV?
AMOM has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, AMOM or IVV?
Over the past year AMOM returned +28.40% vs +18.61% for IVV, so AMOM leads on 1-year performance. Over the longest common window we track (7 years), AMOM annualized +17.11% vs +15.51% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AMOM or IVV?
AMOM has been the more volatile fund at 21.6% annualized versus 16.4% for IVV. Worst drawdown: AMOM -39.7% vs IVV -33.9%.
Should I hold both AMOM and IVV?
AMOM and IVV have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AMOM and IVV?
99.6% of AMOM's money is in holdings IVV also owns. 11.5% of IVV's is in holdings AMOM also owns. They hold 50 positions in common, counted across the 50 positions we hold weights for in AMOM and 505 in IVV.
Which pays a higher dividend, AMOM or IVV?
AMOM yields 0.03% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than AMOM?
IVV has a lower expense ratio. AMOM led over 1Y, 3Y and the full window, IVV over 5Y. AMOM is less concentrated, with 36.1% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.