IVV vs MOTG
iShares Core S&P 500 ETF vs VanEck Morningstar Global Wide Moat ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | MOTG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.52% | |
| AUM | $907.0B | $18M | |
| Dividend Yield | 1.10% | 2.37% | |
| Holdings | 508 | 78 | |
| YTD Return | +12.71% | +4.50% | |
| 1Y Return | +21.89% | -5.86% | |
| 3Y Return (annualized) | +22.08% | +10.20% | |
| 5Y Return (annualized) | +12.96% | +3.88% | |
| Volatility (annualized) | 15.1% | 16.8% | |
| Max Drawdown | -56.5% | -31.8% | |
| Fund Family | iShares by BlackRock (US) | VanEck | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 30, 2018 |
IVV vs MOTG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Morningstar Global Wide Moat ETF (MOTG) is a ETF from VanEck. Over the past year IVV returned +21.89% while MOTG returned -5.86%. Year to date, IVV is up 12.71% versus a gain of 4.50% for MOTG.
Over three years, IVV compounded at +22.08% per year against +10.20% for MOTG; over five years the annualized figures are +12.96% and +3.88% respectively. Across the full 8-year window we track, MOTG has the edge at +9.41% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MOTG has been the more volatile fund, with annualized monthly volatility of 16.8% 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 -31.8% for MOTG. 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while MOTG charges 0.52%. On a $10,000 position that is $3 vs $52 annually, a gap of $49 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.37% for MOTG.
Holdings Overlap
IVV and MOTG share 24 holdings out of 553 unique holdings combined, representing a 10.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or MOTG?
IVV has an expense ratio of 0.03% while MOTG charges 0.52%. IVV is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, IVV or MOTG?
Over the past year IVV returned +21.89% vs -5.86% for MOTG, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +7.00% vs +9.41% for MOTG. Past performance does not guarantee future results.
Which is riskier, IVV or MOTG?
MOTG has been the more volatile fund at 16.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MOTG -31.8%.
Should I hold both IVV and MOTG?
IVV and MOTG have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and MOTG?
IVV and MOTG share 24 common holdings with a 10.2% weight overlap. Combined, they hold 553 unique securities.
Which pays a higher dividend, IVV or MOTG?
IVV yields 1.10% while MOTG yields 2.37%, so MOTG currently pays the higher dividend yield.
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