ETF comparison
IVV vs MTUM
US Large Cap vs Momentum Factor.
iShares Core S&P 500 ETF · iShares MSCI USA Momentum Factor ETF
Holdings overlap
105 positions appear in both funds. Buying equal dollars of IVV and MTUM would leave roughly 33.2% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IVV is 12 bps cheaper than MTUM. On a $100,000 position that's about $120/yr more in fees for MTUM.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IVV vs MTUM.
Top shared holdings
105 shared in total| # | Holding | In IVV | In MTUM | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | 7.56% | 4.64% | 4.64% |
| 2 | Alphabet, Inc. | 2.99% | 2.94% | 2.94% |
| 3 | Broadcom, Inc. | 2.62% | 5.40% | 2.62% |
| 4 | Alphabet, Inc. | 2.39% | 2.39% | 2.39% |
| 5 | JPMorgan Chase & Co. | 1.42% | 2.87% | 1.42% |
| 6 | Exxon Mobil Corp. | 1.27% | 3.43% | 1.27% |
| 7 | Johnson & Johnson | 1.05% | 3.76% | 1.05% |
| 8 | Walmart, Inc. | 0.97% | 2.75% | 0.97% |
| 9 | Micron Technology, Inc. | 0.68% | 5.56% | 0.68% |
| 10 | Palantir Technologies, Inc. | 0.60% | 1.52% | 0.60% |
| 11 | Advanced Micro Devices, Inc. | 0.59% | 4.03% | 0.59% |
| 12 | Caterpillar, Inc. | 0.59% | 3.21% | 0.59% |
Only in IVV
400 total- Apple, Inc. 6.65%
- Microsoft Corp. 4.91%
- Amazon.com, Inc. 3.63%
- Meta Platforms, Inc. 2.23%
- Tesla, Inc. 1.87%
- Berkshire Hathaway, Inc. 1.57%
- Eli Lilly & Co. 1.30%
- Visa, Inc. 0.91%
- Costco Wholesale Corp. 0.79%
- Mastercard, Inc. 0.73%
Only in MTUM
20 total- BLOOM ENERGY CORPORATION 0.51%
- FTAI Aviation Ltd. 0.12%
- ROCKET LAB CORPORATION 0.12%
- Credo Technology Group Holding Ltd 0.12%
- CURTISS-WRIGHT CORPORATION 0.10%
- HEICO CORPORATION 0.09%
- AST SPACEMOBILE, INC. 0.08%
- HEICO CORPORATION 0.08%
- Astera Labs, Inc 0.07%
- FLEX LTD. 0.07%
Open IVV or MTUM at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.