IMOM vs IVV
Alpha Architect International Quantitative Momentum ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IMOM delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IMOM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $155M | $865.2B | |
| Dividend Yield | 2.24% | 1.09% | |
| Holdings | 56 | 508 | |
| YTD Return | +6.93% | +13.43% | |
| 1Y Return | +23.40% | +22.61% | |
| 3Y Return (annualized) | +21.48% | +21.47% | |
| 5Y Return (annualized) | +6.03% | +13.26% | |
| Volatility (annualized) | 18.1% | 15.1% | |
| Max Drawdown | -45.7% | -56.5% | |
| Fund Family | Alpha Architect | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 22, 2015 | May 15, 2000 |
IMOM vs IVV Performance
Alpha Architect International Quantitative Momentum ETF (IMOM) is a ETF from Alpha Architect and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IMOM returned +23.40% while IVV returned +22.61%. Year to date, IMOM is up 6.93% versus a gain of 13.43% for IVV.
Over three years, IMOM compounded at +21.48% per year against +21.47% for IVV; over five years the annualized figures are +6.03% and +13.26% respectively. Across the full 11-year window we track, IVV has the edge at +7.03% annualized vs +6.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IMOM has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -45.7% for IMOM 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IMOM charges 0.38% per year while IVV charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, IMOM currently yields 2.24% against 1.09% for IVV.
Holdings Overlap
IMOM and IVV share 0 holdings out of 556 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, IMOM or IVV?
IMOM has an expense ratio of 0.38% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, IMOM or IVV?
Over the past year IMOM returned +23.40% vs +22.61% for IVV, so IMOM leads on 1-year performance. Over the longest common window we track (11 years), IMOM annualized +6.85% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, IMOM or IVV?
IMOM has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: IMOM -45.7% vs IVV -56.5%.
Should I hold both IMOM and IVV?
IMOM and IVV have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IMOM and IVV?
IMOM and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 556 unique securities.
Which pays a higher dividend, IMOM or IVV?
IMOM yields 2.24% while IVV yields 1.09%, so IMOM currently pays the higher dividend yield.
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