FMTL vs IVV

FMTL vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricFMTLIVVWinner
Expense Ratio0.65%0.03%
AUM$31M$886.7B
Dividend Yield1.64%1.10%
Holdings100508
YTD Return+27.85%+12.13%
1Y Return-+20.37%
3Y Return (annualized)-+20.91%
5Y Return (annualized)-+12.59%
Volatility (annualized)-15.1%
Max Drawdown-22.4%-56.5%
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 4, 2025May 15, 2000

FMTL vs IVV Performance

First Trust Indxx Critical Metals ETF (FMTL) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, FMTL is up 27.85% versus a gain of 12.13% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -22.4% for FMTL 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

FMTL charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, FMTL currently yields 1.64% against 1.10% for IVV.

Holdings Overlap

0.3%overlap

FMTL and IVV share 2 holdings out of 549 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FMTLWeight in IVVDifference
FCX8.42%0.15%8.27%
NEM3.98%0.17%3.81%

Frequently Asked Questions

Which is cheaper, FMTL or IVV?

FMTL has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

What is the holdings overlap between FMTL and IVV?

FMTL and IVV share 2 common holdings with a 0.3% weight overlap. Combined, they hold 549 unique securities.

Which pays a higher dividend, FMTL or IVV?

FMTL yields 1.64% while IVV yields 1.10%, so FMTL currently pays the higher dividend yield.

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