AMOM vs IVV
Qraft AI-Enhanced US Large Cap Momentum ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AMOM delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AMOM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $26M | $907.0B | |
| Dividend Yield | 0.04% | 1.10% | |
| Holdings | 51 | 508 | |
| YTD Return | +18.96% | +13.22% | |
| 1Y Return | +29.81% | +21.62% | |
| 3Y Return (annualized) | +24.10% | +22.17% | |
| 5Y Return (annualized) | +10.80% | +13.42% | |
| Volatility (annualized) | 21.8% | 15.1% | |
| Max Drawdown | -39.7% | -56.5% | |
| Fund Family | QRAFT AI ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 20, 2019 | May 15, 2000 |
AMOM vs IVV Performance
Qraft AI-Enhanced US Large Cap Momentum ETF (AMOM) is a ETF from QRAFT AI ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AMOM returned +29.81% while IVV returned +21.62%. Year to date, AMOM is up 18.96% versus a gain of 13.22% for IVV.
Over three years, AMOM compounded at +24.10% per year against +22.17% for IVV; over five years the annualized figures are +10.80% and +13.42% respectively. Across the full 7-year window we track, AMOM has the edge at +17.01% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMOM has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 15.1% 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 -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 0.85. 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 0.04% against 1.10% for IVV.
Holdings Overlap
AMOM and IVV share 40 holdings out of 514 unique holdings combined, representing a 10.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $72 per year of difference.
Which performed better, AMOM or IVV?
Over the past year AMOM returned +29.81% vs +21.62% for IVV, so AMOM leads on 1-year performance. Over the longest common window we track (7 years), AMOM annualized +17.01% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, AMOM or IVV?
AMOM has been the more volatile fund at 21.8% annualized versus 15.1% for IVV. Worst drawdown: AMOM -39.7% vs IVV -56.5%.
Should I hold both AMOM and IVV?
AMOM and IVV have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AMOM and IVV?
AMOM and IVV share 40 common holdings with a 10.7% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, AMOM or IVV?
AMOM yields 0.04% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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