IVV vs MOTO
iShares Core S&P 500 ETF vs Guinness Atkinson Smart Transportation & Technology ETF
Quick Verdict
IVV has a lower expense ratio. MOTO delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | MOTO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.68% | |
| AUM | $907.0B | $10M | |
| Dividend Yield | 1.10% | 0.91% | |
| Holdings | 508 | 36 | |
| YTD Return | +12.28% | +13.60% | |
| 1Y Return | +20.94% | +27.30% | |
| 3Y Return (annualized) | +21.81% | +16.20% | |
| 5Y Return (annualized) | +13.05% | +8.04% | |
| Volatility (annualized) | 15.1% | 24.9% | |
| Max Drawdown | -56.5% | -38.2% | |
| Fund Family | iShares by BlackRock (US) | SmartETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 15, 2019 |
IVV vs MOTO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Guinness Atkinson Smart Transportation & Technology ETF (MOTO) is a ETF from SmartETFs. Over the past year IVV returned +20.94% while MOTO returned +27.30%. Year to date, IVV is up 12.28% versus a gain of 13.60% for MOTO.
Over three years, IVV compounded at +21.81% per year against +16.20% for MOTO; over five years the annualized figures are +13.05% and +8.04% respectively. Across the full 7-year window we track, MOTO has the edge at +15.52% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MOTO has been the more volatile fund, with annualized monthly volatility of 24.9% 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 -38.2% for MOTO. 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while MOTO charges 0.68%. On a $10,000 position that is $3 vs $68 annually, a gap of $65 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.91% for MOTO.
Holdings Overlap
IVV and MOTO share 11 holdings out of 532 unique holdings combined, representing a 9.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or MOTO?
IVV has an expense ratio of 0.03% while MOTO charges 0.68%. IVV is the cheaper option. On a $10,000 investment, that is $65 per year of difference.
Which performed better, IVV or MOTO?
Over the past year IVV returned +20.94% vs +27.30% for MOTO, so MOTO leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +6.98% vs +15.52% for MOTO. Past performance does not guarantee future results.
Which is riskier, IVV or MOTO?
MOTO has been the more volatile fund at 24.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MOTO -38.2%.
Should I hold both IVV and MOTO?
IVV and MOTO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and MOTO?
IVV and MOTO share 11 common holdings with a 9.3% weight overlap. Combined, they hold 532 unique securities.
Which pays a higher dividend, IVV or MOTO?
IVV yields 1.10% while MOTO yields 0.91%, so IVV currently pays the higher dividend yield.
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