EZMO vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricEZMOIVVWinner
Expense Ratio0.83%0.03%
AUM$14M$865.2B
Dividend Yield0.00%1.09%
Holdings4508
YTD Return+1.01%+13.72%
1Y Return-+21.64%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.27%
Volatility (annualized)-15.1%
Max Drawdown-15.4%-56.5%
Fund FamilyTeucriumiShares by BlackRock (US)
CategoryAllocation/BalancedEquity
InceptionOct 16, 2025May 15, 2000

EZMO vs IVV Performance

AlphaDroid Broad Markets Momentum ETF (EZMO) is a ETF from Teucrium and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, EZMO is up 1.01% versus a gain of 13.72% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -15.4% for EZMO and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

EZMO charges 0.83% per year while IVV charges 0.03%. On a $10,000 position that is $83 vs $3 annually, a gap of $80 per year that compounds over a long holding period. On income, EZMO currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

EZMO and IVV share 0 holdings out of 506 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, EZMO or IVV?

EZMO has an expense ratio of 0.83% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $80 per year of difference.

What is the holdings overlap between EZMO and IVV?

EZMO and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, EZMO or IVV?

EZMO yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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