IVV vs MOTI
iShares Core S&P 500 ETF vs VanEck Morningstar International 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 | MOTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.58% | |
| AUM | $907.0B | $75M | |
| Dividend Yield | 1.10% | 3.20% | |
| Holdings | 508 | 56 | |
| YTD Return | +12.96% | -0.27% | |
| 1Y Return | +20.70% | +1.96% | |
| 3Y Return (annualized) | +22.10% | +8.69% | |
| 5Y Return (annualized) | +13.40% | +4.51% | |
| Volatility (annualized) | 15.1% | 21.9% | |
| Max Drawdown | -56.5% | -36.7% | |
| Fund Family | iShares by BlackRock (US) | VanEck | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 13, 2015 |
IVV vs MOTI Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Morningstar International Moat ETF (MOTI) is a ETF from VanEck. Over the past year IVV returned +20.70% while MOTI returned +1.96%. Year to date, IVV is up 12.96% versus a loss of 0.27% for MOTI.
Over three years, IVV compounded at +22.10% per year against +8.69% for MOTI; over five years the annualized figures are +13.40% and +4.51% respectively. Across the full 11-year window we track, IVV has the edge at +7.01% annualized vs +5.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MOTI has been the more volatile fund, with annualized monthly volatility of 21.9% 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 -36.7% for MOTI. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while MOTI charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.20% for MOTI.
Holdings Overlap
IVV and MOTI share 0 holdings out of 551 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 MOTI?
IVV has an expense ratio of 0.03% while MOTI charges 0.58%. IVV is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, IVV or MOTI?
Over the past year IVV returned +20.70% vs +1.96% for MOTI, so IVV leads on 1-year performance. Over the longest common window we track (11 years), IVV annualized +7.01% vs +5.03% for MOTI. Past performance does not guarantee future results.
Which is riskier, IVV or MOTI?
MOTI has been the more volatile fund at 21.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MOTI -36.7%.
Should I hold both IVV and MOTI?
IVV and MOTI have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and MOTI?
IVV and MOTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 551 unique securities.
Which pays a higher dividend, IVV or MOTI?
IVV yields 1.10% while MOTI yields 3.20%, so MOTI currently pays the higher dividend yield.
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