IVV vs MOO

IVV vs MOO
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Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMOOWinner
Expense Ratio0.03%0.56%
AUM$907.0B$991M
Dividend Yield1.10%2.16%
Holdings50851
YTD Return+12.96%+10.41%
1Y Return+20.70%+13.13%
3Y Return (annualized)+22.10%+1.51%
5Y Return (annualized)+13.40%-0.63%
Volatility (annualized)15.1%20.9%
Max Drawdown-56.5%-69.5%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
InceptionMay 15, 2000Aug 31, 2007

IVV vs MOO Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Agribusiness ETF (MOO) is a ETF from VanEck. Over the past year IVV returned +20.70% while MOO returned +13.13%. Year to date, IVV is up 12.96% versus a gain of 10.41% for MOO.

Over three years, IVV compounded at +22.10% per year against +1.51% for MOO; over five years the annualized figures are +13.40% and -0.63% respectively. Across the full 19-year window we track, IVV has the edge at +7.01% annualized vs +5.29%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MOO has been the more volatile fund, with annualized monthly volatility of 20.9% 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 -56.5% for IVV and -69.5% for MOO. 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while MOO charges 0.56%. On a $10,000 position that is $3 vs $56 annually, a gap of $53 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.16% for MOO.

Holdings Overlap

0.5%overlap

IVV and MOO share 8 holdings out of 543 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in MOODifference
CTVA0.09%8.96%8.87%
DE0.23%8.18%7.95%
ADM0.06%5.49%5.43%
ZTSProProPro
CFProProPro
TSNProProPro
BGProProPro
MOSProProPro
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Frequently Asked Questions

Which is cheaper, IVV or MOO?

IVV has an expense ratio of 0.03% while MOO charges 0.56%. IVV is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

Which performed better, IVV or MOO?

Over the past year IVV returned +20.70% vs +13.13% for MOO, so IVV leads on 1-year performance. Over the longest common window we track (19 years), IVV annualized +7.01% vs +5.29% for MOO. Past performance does not guarantee future results.

Which is riskier, IVV or MOO?

MOO has been the more volatile fund at 20.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MOO -69.5%.

Should I hold both IVV and MOO?

IVV and MOO have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and MOO?

IVV and MOO share 8 common holdings with a 0.5% weight overlap. Combined, they hold 543 unique securities.

Which pays a higher dividend, IVV or MOO?

IVV yields 1.10% while MOO yields 2.16%, so MOO currently pays the higher dividend yield.

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