IDMO vs IVV

IDMO vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: IDMOMore Diversified: IVV

Side-by-Side Comparison

MetricIDMOIVVWinner
Expense Ratio0.25%0.03%
AUM$4.3B$907.0B
Dividend Yield3.30%1.10%
Holdings203508
YTD Return+13.99%+14.29%
1Y Return+23.75%+21.79%
3Y Return (annualized)+27.22%+22.19%
5Y Return (annualized)+16.06%+13.28%
Volatility (annualized)17.3%15.1%
Max Drawdown-40.6%-56.5%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionFeb 23, 2012May 15, 2000

IDMO vs IVV Performance

Invesco S&P International Developed Momentum ETF (IDMO) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IDMO returned +23.75% while IVV returned +21.79%. Year to date, IDMO is up 13.99% versus a gain of 14.29% for IVV.

Over three years, IDMO compounded at +27.22% per year against +22.19% for IVV; over five years the annualized figures are +16.06% and +13.28% respectively. Across the full 15-year window we track, IDMO has the edge at +7.67% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDMO has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -40.6% for IDMO 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDMO charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, IDMO currently yields 3.30% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

IDMO and IVV share 0 holdings out of 694 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, IDMO or IVV?

IDMO has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, IDMO or IVV?

Over the past year IDMO returned +23.75% vs +21.79% for IVV, so IDMO leads on 1-year performance. Over the longest common window we track (15 years), IDMO annualized +7.67% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, IDMO or IVV?

IDMO has been the more volatile fund at 17.3% annualized versus 15.1% for IVV. Worst drawdown: IDMO -40.6% vs IVV -56.5%.

Should I hold both IDMO and IVV?

IDMO and IVV have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDMO and IVV?

IDMO and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 694 unique securities.

Which pays a higher dividend, IDMO or IVV?

IDMO yields 3.30% while IVV yields 1.10%, so IDMO currently pays the higher dividend yield.

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