IVVUS equity
iShares Core S&P 500 ETF
508holdings
0.03%annual fee
USmarket
Valuation491 companies covered
26.8×P / E97% by weight
5.40×P / B85% by weight
3.7%Earnings yield
ETF comparisons / IVV vs MTUM
US equity comparison · Holdings dated 2026-09-11
IVV vs MTUM
iShares Core S&P 500 ETF compared with iShares MSCI USA Momentum Factor ETF
Most company exposure is different between these funds.IVV has 395 companies outside the overlap; MTUM has 19.
Do IVV and MTUM overlap?
IVV and MTUM overlap by 27.6% by weight, across 108 shared companies.
MTUMequity
iShares MSCI USA Momentum Factor ETF
129holdings
0.15%annual fee
USmarket
Valuation121 companies covered
32.3×P / E92% by weight
5.97×P / B90% by weight
3.1%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
108 companies held in both funds
IVV weight
MTUM weight
| Shared company | IVV | MTUM |
|---|---|---|
| ALPHABET INC GOOGL 2 share classes | 5.40% | 4.84% |
| ↳ ALPHABET INC-CL A GOOGL | 3.00% | 2.70% |
| ↳ ALPHABET INC-CL C GOOG | 2.40% | 2.14% |
| Micron Technology Inc MU | 1.66% | 5.13% |
| ADVANCED MICRO DEVICES AMD | 1.27% | 5.46% |
| ExxonMobil Holdings Corporation 2670549D | 1.04% | 2.67% |
| JOHNSON & JOHNSON JNJ | 0.97% | 3.33% |
| Intel Corp INTC | 0.77% | 4.20% |
| CISCO SYSTEMS, INC. CSCO | 0.67% | 3.58% |
| Chevron Corp CVX | 0.61% | 1.51% |
| Caterpillar Inc CAT | 0.57% | 2.15% |
| LAM RESEARCH LRCX | 0.56% | 2.28% |
| Applied Materials Inc AMAT | 0.55% | 2.85% |
| Merck & Co Inc MRK | 0.54% | 1.80% |
| UnitedHealth Group Inc UNH | 0.52% | 2.00% |
| THE COCA-COLA COMPANY KO | 0.52% | 1.88% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.46% | 1.10% |
| Palo Alto Networks Inc PANW | 0.41% | 2.32% |
| GE VERNOVA INC. GEV | 0.39% | 1.52% |
| MORGAN STANLEY MS | 0.39% | 1.08% |
| Texas Instruments Inc TXN | 0.37% | 1.22% |
| SANDISK CORPORATION SNDK | 0.37% | 2.96% |
| CITIGROUP INC. C | 0.36% | 0.94% |
| KLA Corp KLAC | 0.36% | 1.19% |
| CROWDSTRIKE HOLDINGS INC - A CRWD | 0.32% | 1.38% |
| MARVELL TECHNOLOGY, INC. MRVL | 0.31% | 1.91% |
| Amphenol Corp APH | 0.31% | 0.78% |
IVV and MTUM questions
Based on the holdings compared above
How much do IVV and MTUM overlap?
IVV and MTUM overlap by 27.6% by weight, across 108 shared companies.
Which companies do IVV and MTUM both hold?
The largest companies held in both funds are ALPHABET INC, Micron Technology Inc, ADVANCED MICRO DEVICES, ExxonMobil Holdings Corporation, JOHNSON & JOHNSON.
Can I hold both IVV and MTUM?
Holding both means 27.6% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
Is IVV or MTUM cheaper?
IVV has a 0.03% expense ratio and MTUM has 0.15%.
How do IVV and MTUM compare on valuation?
IVV has a weighted P/E of 26.8 and MTUM has a weighted P/E of 32.3.
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