FMKT vs IVV

FMKT vs IVV

Which is better, FMKT or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 44.7%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: IVV

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

MetricFMKTIVV
Expense Ratio0.76%0.03%Best
AUM$12M$876.4B
Dividend Yield2.14%1.06%
Holdings45508
YTD Return+0.82%+11.57%Best
1Y Return+1.35%+17.57%Best
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Volatility (annualized)13.7%12.1%Best
Max Drawdown-17.8%-8.9%Best
$10,000 over 1.3 years$11,500$12,877Best
Top 10 Weight44.7%37.9%Best
Fund FamilyTidal ETF TrustiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 9, 2025May 15, 2000

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 10, 2025 to Sep 10, 2026 (1.3 years).

FMKT 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 1.3 years both funds cover.

FMKT vs IVV Performance

The Free Markets ETF (FMKT) is an ETF from Tidal ETF Trust and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year FMKT returned +1.35% while IVV returned +17.57%. Year to date, FMKT is up 0.82% versus a gain of 11.57% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FMKT has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 12.1% 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 -17.8% for FMKT and -8.9% 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMKT charges 0.76% per year while IVV charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, FMKT currently yields 2.14% against 1.06% for IVV.

Holdings Overlap

FMKT already in IVV79.1%
IVV already in FMKT9.8%

79.1% of FMKT's money is in holdings IVV also owns. 9.8% of IVV's money is in holdings FMKT also owns.

Most of FMKT is already inside IVV. Owning both mostly buys the same companies twice.

29 positions in common, counted across the 44 positions we hold weights for in FMKT and 505 in IVV, against full books of 45 and 508.

What only one of them owns

Our book lists 466 positions for IVV that do not appear in our book for FMKT (89.5% of the fund), and 14 for FMKT that do not appear in IVV (19.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FMKTWeight in IVVDifference
MSFTMicrosoft Corp 4.100 Feb 06 373.99%5.44%1.45%
ADMArcher-Daniels-Midland Co.5.48%0.06%5.42%
WELLWelltower Inc5.10%0.25%4.85%
ORCLOracle Corp.4.79%0.37%4.42%
HOODRobinhood Markets Inc - A4.81%0.11%4.70%
IBKRInteractive Brokers Group Inc4.57%0.06%4.51%
HWMHowmet Aerospace Inc.4.40%0.18%4.22%
EMEEmcor Group Inc4.37%0.05%4.32%
BIIBBiogen Inc.3.87%0.05%3.82%
BXBlackstone Group Inc/the Common Stock3.18%0.15%3.03%

79.1% of FMKT 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.

FMKTIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FMKT or IVV?

FMKT has an expense ratio of 0.76% while IVV charges 0.03%. IVV is the cheaper option, by $73 a year on a $10,000 investment.

Which performed better, FMKT or IVV?

Over the past year FMKT returned +1.35% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), FMKT annualized +11.35% vs +21.47% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FMKT or IVV?

FMKT has been the more volatile fund at 13.7% annualized versus 12.1% for IVV. Worst drawdown: FMKT -17.8% vs IVV -8.9%.

Should I hold both FMKT and IVV?

FMKT and IVV have a monthly-return correlation of 0.82, 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 FMKT and IVV?

79.1% of FMKT's money is in holdings IVV also owns. 9.8% of IVV's is in holdings FMKT also owns. They hold 29 positions in common, counted across the 44 positions we hold weights for in FMKT and 505 in IVV.

Which pays a higher dividend, FMKT or IVV?

FMKT yields 2.14% while IVV yields 1.06%, so FMKT currently pays the higher dividend yield.

Is IVV better than FMKT?

IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 44.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.