IVV vs MATE
iShares Core S&P 500 ETF vs Man Active Trend Enhanced ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | MATE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.97% | |
| AUM | $865.2B | $38M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 203 | |
| YTD Return | +13.80% | +19.64% | |
| 1Y Return | +23.70% | - | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -13.2% | |
| Fund Family | iShares by BlackRock (US) | Man Solutions LLC | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 16, 2025 |
IVV vs MATE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Man Active Trend Enhanced ETF (MATE) is a ETF from Man Solutions LLC. Year to date, IVV is up 13.80% versus a gain of 19.64% for MATE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -13.2% for MATE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while MATE charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for MATE.
Holdings Overlap
IVV and MATE share 0 holdings out of 506 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, IVV or MATE?
IVV has an expense ratio of 0.03% while MATE charges 0.97%. IVV is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
What is the holdings overlap between IVV and MATE?
IVV and MATE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or MATE?
IVV yields 1.09% while MATE yields 0.00%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.