IVV vs MNVT
iShares Core S&P 500 ETF vs Moonvest ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | MNVT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $907.0B | $78M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 23 | |
| YTD Return | +13.51% | +23.86% | |
| 1Y Return | +20.65% | - | |
| 3Y Return (annualized) | +21.94% | - | |
| 5Y Return (annualized) | +12.95% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -24.4% | |
| Fund Family | iShares by BlackRock (US) | Moonvest LLC | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 17, 2026 |
IVV vs MNVT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Moonvest ETF (MNVT) is a ETF from Moonvest LLC. Year to date, IVV is up 13.51% versus a gain of 23.86% for MNVT.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -24.4% for MNVT. 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 MNVT charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for MNVT.
Holdings Overlap
IVV and MNVT share 1 holdings out of 526 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in MNVT | Difference |
|---|---|---|---|
| SMCI | 0.02% | 3.44% | 3.42% |
Frequently Asked Questions
Which is cheaper, IVV or MNVT?
IVV has an expense ratio of 0.03% while MNVT charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between IVV and MNVT?
IVV and MNVT share 1 common holdings with a 0.0% weight overlap. Combined, they hold 526 unique securities.
Which pays a higher dividend, IVV or MNVT?
IVV yields 1.10% while MNVT yields 0.00%, so IVV currently pays the higher dividend yield.
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