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IVV vs JMOM: Differences, Returns & Fees

IVV and JMOM hold 40% of their weight in the same names, and JMOM returned +26.2% over the year. Net assets on Oct 9, 2026: $896.4bn for iShares Core S&P 500 ETF and $2.8bn for JPMorgan U.S. Momentum Factor ETF.

IVV costs 0.09 points a year less; their one-year returns differ by 8.9 points; IVV is far larger, $896.4bn against $2.8bn.

IVV vs JMOM: Differences, Returns & Fees
IVVJMOM
Expense ratio0.03%0.12%
Net assets$896.4bn$2.8bn
Total return, 1 year+17.3%+26.2%
What it tracksS&P 500JP Morgan US Momentum Factor Index
Holdings in common40%
Top ten holdings, share of the fund39.0%19.1%

Holdings in common uses holdings dated Oct 9, 2026.

+17.3%
IVV total return, 1 year
+26.2%
JMOM total return, 1 year
0.03%
IVV expense ratio
0.12%
JMOM expense ratio

What they hold in common

By the books each fund has filed, IVV and JMOM hold 40% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

half

40% in common

Positions both hold, largest shared weight first
Holding IVV JMOM
MICROSOFT 5.89% 2.09%
APPLE 7.29% 2.05%
ALPHABET CLASS A 3.06% 2.03%
BROADCOM INC 2.55% 1.97%
NVIDIA 8.23% 1.94%
MICRON TECHNOLOGY 1.72% 1.98%
ADVANCED MICRO DEVICES 1.47% 2.49%
JOHNSON & JOHNSON 0.93% 1.75%
ELI LILLY 1.40% 0.90%
INTEL CORPORATION 0.77% 1.40%
WALMART 0.74% 1.19%
ABBVIE 0.72% 1.14%
Only in IVV
ALPHABET CLASS C 2.45%
META PLATFORMS CLASS A 2.35%
TESLA INC 1.60%
JPMORGAN CHASE & CO 1.31%
VISA CLASS A 0.97%
MASTERCARD CLASS A 0.71%
CHEVRON 0.62%
BANK OF AMERICA 0.52%
Only in JMOM
CLOUDFLARE INC COMMON 0.54%
SNOWFLAKE INC COMMON 0.52%
NATERA INC COMMON STOCK 0.37%
OKTA INC COMMON STOCK 0.36%
ASTERA LABS INC COMMON 0.35%
CREDO TECHNOLOGY GROUP 0.34%
ENTEGRIS INC 0.30%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.30%

Check overlap with more funds →

On the same fields

IVV
iShares Core S&P 500 ETF
JMOM
JPMorgan U.S. Momentum Factor ETF
Where it sits Stock ETF Stock ETF
Issuer iShares JPMorgan
What it is Tracks the S&P 500 Tracks an index
Total return, 1 year +17.3% +26.2%
Its benchmark over the same days +17.3% (SPY) not published
Gap to its benchmark +0.1 pts vs SPY not available
Expense ratio 0.03% 0.12%
Already in the S&P 500 99.8% 77.4%
Holdings 505 287
Net assets $896.4bn $2.8bn

IVV and JMOM on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About IVV

IVV tracks the S&P 500. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested, against +17.3% for its benchmark, the S&P 500. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer for Oct 9, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 505 positions, with the top ten at 39.0%.

About JMOM

JMOM tracks an index. Over the year to Oct 9, 2026 it returned +26.2% with distributions reinvested. The prospectus expense ratio is 0.12% a year. By its holdings published by its issuer for Oct 9, 2026, 77% of the fund by weight is stocks the S&P 500 also holds, across 287 positions, with the top ten at 19.1%.

Questions people ask

Which returned more over the last year, IVV or JMOM?
In the year to Oct 9, 2026, with distributions reinvested, IVV returned +17.3% and JMOM +26.2%.
Which is cheaper, IVV or JMOM?
IVV is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IVV and JMOM overlap with the S&P 500?
By their latest filed holdings, 100% of IVV and 77% of JMOM by weight is stocks the S&P 500 already holds.
Other comparisons
IVV vs SPUSIVV vs IYYIVV vs KLMNIVV vs PTLCJMOM vs SPYJMOM vs VOOJMOM vs VTIIWB vs JMOM
IVV on its own →JMOM on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
IVV filings on SEC EDGAR ↗IVV prospectus with the expense ratio (SEC) ↗iShares page for IVV ↗JMOM filings on SEC EDGAR ↗JMOM prospectus with the expense ratio (SEC) ↗JPMorgan website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IVV against JMOM, data as of Oct 9, 2026. https://etfiq.com/compare/any/ivv-vs-jmom

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.