IVV vs MFMO

IVV vs MFMO

Which is better, IVV or MFMO?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 48.9%.

Lower Fees: IVVLess Concentrated: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIVVMFMO
Expense Ratio0.03%Best0.50%
AUM$876.4B$13M
Dividend Yield1.06%0.00%
Holdings50876
YTD Return+12.39%+12.89%Best
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Top 10 Weight37.8%Best48.9%
Fund FamilyiShares by BlackRock (US)Motley Fool Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Dec 8, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs MFMO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs MFMO Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Motley Fool Momentum Factor ETF (MFMO) is an ETF from Motley Fool Asset Management. Year to date, IVV is up 12.39% versus a gain of 12.89% for MFMO.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while MFMO charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for MFMO.

Holdings Overlap

IVV already in MFMO19.8%
MFMO already in IVV82.8%

19.8% of IVV's money is in holdings MFMO also owns. 82.8% of MFMO's money is in holdings IVV also owns.

Most of MFMO is already inside IVV. Owning both mostly buys the same companies twice.

29 positions in common, counted across the 490 positions we hold weights for in IVV and 72 in MFMO, against full books of 508 and 76.

What only one of them owns

Measured across the 490 and 72 positions we hold weights for.

IVV holds 453 positions MFMO does not, 78.9% of the fund.

Largest: AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%, META 1.90%

Top Shared Holdings

StockWeight in IVVWeight in MFMODifference
NVDANvidia Corp8.07%6.09%1.98%
AVGOBroadcom Inc2.65%5.25%2.60%
GOOGAlphabet Inc2.39%5.30%2.91%
XOMExxon Mobil Corp.1.01%6.67%5.66%
AMDAdvanced Micro Devices Inc1.16%4.65%3.49%
GSGoldman Sachs Group Inc/The0.46%5.11%4.65%
LRCXLrcx Uw Equity0.57%4.09%3.52%
INTCIntel Corporation0.67%3.67%3.00%
FIXComfort Systems USA Inc.0.08%4.18%4.10%
GLWCorning Inc.0.18%3.88%3.70%

82.8% of MFMO is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVMFMO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or MFMO?

IVV has an expense ratio of 0.03% while MFMO charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.

What is the holdings overlap between IVV and MFMO?

82.8% of MFMO's money is in holdings IVV also owns. 82.8% of MFMO's is in holdings IVV also owns. They hold 29 positions in common, counted across the 490 positions we hold weights for in IVV and 72 in MFMO.

Which pays a higher dividend, IVV or MFMO?

IVV yields 1.06% while MFMO yields 0.00%, so IVV currently pays the higher dividend yield.

Is MFMO better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 48.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.