IVV vs XSMO
iShares Core S&P 500 ETF vs Invesco S&P SmallCap Momentum ETF
Quick Verdict
IVV has a lower expense ratio. XSMO delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XSMO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.36% | |
| AUM | $907.0B | $3.1B | |
| Dividend Yield | 1.10% | 0.55% | |
| Holdings | 508 | 113 | |
| YTD Return | +12.71% | +18.39% | |
| 1Y Return | +21.89% | +23.23% | |
| 3Y Return (annualized) | +22.08% | +21.37% | |
| 5Y Return (annualized) | +12.96% | +11.31% | |
| Volatility (annualized) | 15.1% | 275.0% | |
| Max Drawdown | -56.5% | -78.8% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 3, 2005 |
IVV vs XSMO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco S&P SmallCap Momentum ETF (XSMO) is a ETF from Invesco (US). Over the past year IVV returned +21.89% while XSMO returned +23.23%. Year to date, IVV is up 12.71% versus a gain of 18.39% for XSMO.
Over three years, IVV compounded at +22.08% per year against +21.37% for XSMO; over five years the annualized figures are +12.96% and +11.31% respectively. Across the full 26-year window we track, XSMO has the edge at +14.79% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XSMO has been the more volatile fund, with annualized monthly volatility of 275.0% 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 -78.8% for XSMO. 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 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while XSMO charges 0.36%. On a $10,000 position that is $3 vs $36 annually, a gap of $33 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.55% for XSMO.
Holdings Overlap
IVV and XSMO share 0 holdings out of 616 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 XSMO?
IVV has an expense ratio of 0.03% while XSMO charges 0.36%. IVV is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, IVV or XSMO?
Over the past year IVV returned +21.89% vs +23.23% for XSMO, so XSMO leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +7.00% vs +14.79% for XSMO. Past performance does not guarantee future results.
Which is riskier, IVV or XSMO?
XSMO has been the more volatile fund at 275.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs XSMO -78.8%.
Should I hold both IVV and XSMO?
IVV and XSMO have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XSMO?
IVV and XSMO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 616 unique securities.
Which pays a higher dividend, IVV or XSMO?
IVV yields 1.10% while XSMO yields 0.55%, so IVV currently pays the higher dividend yield.
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