IVV vs SMOM
iShares Core S&P 500 ETF vs Symmetry Panoramic Sector Momentum 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 | SMOM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.63% | |
| AUM | $907.0B | $73M | |
| Dividend Yield | 1.10% | 0.15% | |
| Holdings | 508 | 7 | |
| YTD Return | +12.28% | +13.71% | |
| 1Y Return | +20.94% | +16.60% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -7.5% | |
| Fund Family | iShares by BlackRock (US) | Symmetry Partners | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 9, 2025 |
IVV vs SMOM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Symmetry Panoramic Sector Momentum ETF (SMOM) is a ETF from Symmetry Partners. Over the past year IVV returned +20.94% while SMOM returned +16.60%. Year to date, IVV is up 12.28% versus a gain of 13.71% for SMOM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -7.5% for SMOM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while SMOM charges 0.63%. On a $10,000 position that is $3 vs $63 annually, a gap of $60 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.15% for SMOM.
Holdings Overlap
IVV and SMOM share 0 holdings out of 510 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 SMOM?
IVV has an expense ratio of 0.03% while SMOM charges 0.63%. IVV is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, IVV or SMOM?
Over the past year IVV returned +20.94% vs +16.60% for SMOM, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and SMOM?
IVV and SMOM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or SMOM?
IVV yields 1.10% while SMOM yields 0.15%, so IVV currently pays the higher dividend yield.
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