IVV vs MOOD
iShares Core S&P 500 ETF vs Relative Sentiment Tactical Allocation ETF
Quick Verdict
IVV has a lower expense ratio. MOOD delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | MOOD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.73% | |
| AUM | $865.2B | $131M | |
| Dividend Yield | 1.09% | 0.36% | |
| Holdings | 508 | 10 | |
| YTD Return | +13.43% | +14.91% | |
| 1Y Return | +22.61% | +31.85% | |
| 3Y Return (annualized) | +21.47% | +21.44% | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 12.5% | |
| Max Drawdown | -56.5% | -14.3% | |
| Fund Family | iShares by BlackRock (US) | Relative Sentiment technologies | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | May 19, 2022 |
IVV vs MOOD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Relative Sentiment Tactical Allocation ETF (MOOD) is a ETF from Relative Sentiment technologies. Over the past year IVV returned +22.61% while MOOD returned +31.85%. Year to date, IVV is up 13.43% versus a gain of 14.91% for MOOD.
Over three years, IVV compounded at +21.47% per year against +21.44% for MOOD. Across the full 4-year window we track, MOOD has the edge at +16.01% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.5% for MOOD. 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 -14.3% for MOOD. 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while MOOD charges 0.73%. On a $10,000 position that is $3 vs $73 annually, a gap of $70 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.36% for MOOD.
Holdings Overlap
IVV and MOOD share 0 holdings out of 514 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 MOOD?
IVV has an expense ratio of 0.03% while MOOD charges 0.73%. IVV is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, IVV or MOOD?
Over the past year IVV returned +22.61% vs +31.85% for MOOD, so MOOD leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.03% vs +16.01% for MOOD. Past performance does not guarantee future results.
Which is riskier, IVV or MOOD?
IVV has been the more volatile fund at 15.1% annualized versus 12.5% for MOOD. Worst drawdown: IVV -56.5% vs MOOD -14.3%.
Should I hold both IVV and MOOD?
IVV and MOOD have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and MOOD?
IVV and MOOD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, IVV or MOOD?
IVV yields 1.09% while MOOD yields 0.36%, so IVV currently pays the higher dividend yield.
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