ETF comparison
IVVvsMTUM
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 roughly36.8%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IVV vs MTUM.
Top shared holdings
105 shared in total| # | Holding | In IVV | In MTUM | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | 7.51% | 4.64% | 4.64% |
| 2 | Alphabet, Inc. | 3.25% | 2.94% | 2.94% |
| 3 | Broadcom, Inc. | 2.77% | 5.40% | 2.77% |
| 4 | Alphabet, Inc. | 2.59% | 2.39% | 2.39% |
| 5 | Micron Technology, Inc. | 2.02% | 5.56% | 2.02% |
| 6 | Advanced Micro Devices, Inc. | 1.47% | 4.03% | 1.47% |
| 7 | JPMorgan Chase & Co. | 1.36% | 2.87% | 1.36% |
| 8 | Intel Corp. | 1.02% | 3.83% | 1.02% |
| 9 | Johnson & Johnson | 0.95% | 3.76% | 0.95% |
| 10 | Applied Materials, Inc. | 0.89% | 2.36% | 0.89% |
| 11 | Exxon Mobil Corp. | 0.88% | 3.43% | 0.88% |
| 12 | Lam Research Corp. | 0.84% | 3.61% | 0.84% |
Only in IVV
401 total- Apple, Inc.6.58%
- Microsoft Corp.4.29%
- Amazon.com, Inc.3.61%
- Meta Platforms, Inc.1.92%
- Tesla, Inc.1.83%
- Eli Lilly & Co.1.47%
- Berkshire Hathaway, Inc.1.42%
- Visa, Inc.0.88%
- Cisco Systems, Inc.0.72%
- AbbVie, Inc.0.69%
Only in MTUM
20 total- BLOOM ENERGY CORPORATION0.51%
- FTAI Aviation Ltd.0.12%
- ROCKET LAB CORPORATION0.12%
- Credo Technology Group Holding Ltd0.12%
- CURTISS-WRIGHT CORPORATION0.10%
- HEICO CORPORATION0.09%
- AST SPACEMOBILE, INC.0.08%
- HEICO CORPORATION0.08%
- Astera Labs, Inc0.07%
- REVOLUTION MEDICINES, INC.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 methodologyand 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.