IVV vs SMOM
iShares Core S&P 500 ETF vs Symmetry Panoramic Sector Momentum ETF
Which is better, IVV or SMOM?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y. The two have moved almost in lockstep, correlation 0.93.
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 | SMOM |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.63% |
| AUM | $876.4B | $74M |
| Dividend Yield | 1.06% | 0.14% |
| Holdings | 508 | 6 |
| YTD Return | +11.57% | +12.54%Best |
| 1Y Return | +17.57%Best | +15.40% |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 13.4% | 10.7%Best |
| Top 10 Weight | 37.9% | - |
| Fund Family | iShares by BlackRock (US) | Symmetry Partners |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Sep 9, 2025 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
IVV vs SMOM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs SMOM Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Symmetry Panoramic Sector Momentum ETF (SMOM) is an ETF from Symmetry Partners. Over the past year IVV returned +17.57% while SMOM returned +15.40%. Year to date, IVV is up 11.57% versus a gain of 12.54% for SMOM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 10.7% for SMOM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
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 1.06% against 0.14% for SMOM.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 6 in SMOM, totalling 100.0% and 100.2% 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 505 positions we hold weights for in IVV and 6 in SMOM, against full books of 508 and 6.
What only one of them owns
Measured across the 505 and 6 positions we hold weights for.
IVV holds 495 positions SMOM does not, 99.3% of the fund.
Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%
You are not choosing between two funds in isolation.
Whichever of IVV and SMOM 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 SMOM?
IVV has an expense ratio of 0.03% while SMOM charges 0.63%. IVV is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, IVV or SMOM?
Over the past year IVV returned +17.57% vs +15.40% for SMOM, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SMOM?
IVV has been the more volatile fund at 13.4% annualized versus 10.7% for SMOM.
Should I hold both IVV and SMOM?
IVV and SMOM have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IVV or SMOM?
IVV yields 1.06% while SMOM yields 0.14%, so IVV currently pays the higher dividend yield.
Is SMOM better than IVV?
IVV has a lower expense ratio. IVV led over 1Y. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.