FMQQ vs IVV

FMQQ vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricFMQQIVVWinner
Expense Ratio0.86%0.03%
AUM$22M$907.0B
Dividend Yield0.69%1.10%
Holdings38508
YTD Return-7.28%+12.71%
1Y Return-12.71%+21.89%
3Y Return (annualized)+6.74%+22.08%
5Y Return (annualized)-12.51%+12.96%
Volatility (annualized)23.1%15.1%
Max Drawdown-64.5%-56.5%
Fund FamilyExchange Traded Concepts TrustiShares by BlackRock (US)
CategoryAllocation/BalancedEquity
InceptionSep 27, 2021May 15, 2000

FMQQ vs IVV Performance

The Next Frontier Internet ETF (FMQQ) is a ETF from Exchange Traded Concepts Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FMQQ returned -12.71% while IVV returned +21.89%. Year to date, FMQQ is down 7.28% versus a gain of 12.71% for IVV.

Over three years, FMQQ compounded at +6.74% per year against +22.08% for IVV; over five years the annualized figures are -12.51% and +12.96% respectively. Across the full 5-year window we track, IVV has the edge at +7.00% annualized vs -12.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FMQQ has been the more volatile fund, with annualized monthly volatility of 23.1% 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 -64.5% for FMQQ 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMQQ charges 0.86% per year while IVV charges 0.03%. On a $10,000 position that is $86 vs $3 annually, a gap of $83 per year that compounds over a long holding period. On income, FMQQ currently yields 0.69% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

FMQQ and IVV share 0 holdings out of 543 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, FMQQ or IVV?

FMQQ has an expense ratio of 0.86% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $83 per year of difference.

Which performed better, FMQQ or IVV?

Over the past year FMQQ returned -12.71% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), FMQQ annualized -12.51% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, FMQQ or IVV?

FMQQ has been the more volatile fund at 23.1% annualized versus 15.1% for IVV. Worst drawdown: FMQQ -64.5% vs IVV -56.5%.

Should I hold both FMQQ and IVV?

FMQQ and IVV have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FMQQ and IVV?

FMQQ and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 543 unique securities.

Which pays a higher dividend, FMQQ or IVV?

FMQQ yields 0.69% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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