IVV vs MOOD
iShares Core S&P 500 ETF vs Relative Sentiment Tactical Allocation ETF
Which is better, IVV or MOOD?
Large Cap Blend against Tactical Allocation.
IVV has a lower expense ratio. IVV led over 3Y and the full window, MOOD over 1Y.
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
| Metric | IVV | MOOD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.77% |
| AUM | $876.4B | $147M |
| Dividend Yield | 1.06% | 0.35% |
| Holdings | 508 | 18 |
| YTD Return | +13.32% | +15.81%Best |
| 1Y Return | +17.08% | +24.56%Best |
| 3Y Return (annualized) | +22.72%Best | +22.35% |
| 5Y Return (annualized) | +13.20% | - |
| Volatility (annualized) | 15.3% | 12.4%Best |
| Max Drawdown | -18.8% | -14.3%Best |
| $10,000 over 4.3 years | $20,832Best | $18,756 |
| Top 10 Weight | 37.8% | - |
| Fund Family | iShares by BlackRock (US) | Relative Sentiment technologies |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Blend | Tactical Allocation |
| Inception | May 15, 2000 | May 19, 2022 |
Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: May 19, 2022 to Sep 23, 2026 (4.3 years).
IVV vs MOOD 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 covers the 4.3 years both funds cover.
IVV vs MOOD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Relative Sentiment Tactical Allocation ETF (MOOD) is an ETF from Relative Sentiment technologies. Over the past year IVV returned +17.08% while MOOD returned +24.56%. Year to date, IVV is up 13.32% versus a gain of 15.81% for MOOD.
Over three years, IVV compounded at +22.72% per year against +22.35% for MOOD. Across the full 4-year window we track, IVV has the edge at +18.61% annualized vs +15.75%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.4% 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 -18.8% for IVV and -14.3% for MOOD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 0.77%. On a $10,000 position that is $3 vs $77 annually, a gap of $74 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.35% for MOOD.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 7 in MOOD, totalling 99.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 7 in MOOD, against full books of 508 and 18.
What only one of them owns
Our book lists 6 positions for MOOD that do not appear in our book for IVV (100.0% of the fund), and 482 for IVV that do not appear in MOOD (98.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IVV and MOOD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or MOOD?
IVV has an expense ratio of 0.03% while MOOD charges 0.77%. IVV is the cheaper option, by $74 a year on a $10,000 investment.
Which performed better, IVV or MOOD?
Over the past year IVV returned +17.08% vs +24.56% for MOOD, so MOOD leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +18.61% vs +15.75% for MOOD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MOOD?
IVV has been the more volatile fund at 15.3% annualized versus 12.4% for MOOD. Worst drawdown: IVV -18.8% vs MOOD -14.3%.
Should I hold both IVV and MOOD?
IVV and MOOD have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or MOOD?
IVV yields 1.06% while MOOD yields 0.35%, so IVV currently pays the higher dividend yield.
Is MOOD better than IVV?
IVV has a lower expense ratio. IVV led over 3Y and the full window, MOOD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.