IMTM vs VOO
IMTM vs VOO
iShares MSCI Intl Momentum Factor ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IMTM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $4.1B | $979.0B | |
| Dividend Yield | 4.36% | 1.09% | |
| Holdings | 326 | 509 | |
| YTD Return | +11.28% | +13.80% | |
| 1Y Return | +21.68% | +23.71% | |
| 3Y Return (annualized) | +21.38% | +21.50% | |
| 5Y Return (annualized) | +10.10% | +13.44% | |
| Volatility (annualized) | 13.8% | 14.1% | |
| Max Drawdown | -30.7% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 13, 2015 | Sep 7, 2010 |
IMTM vs VOO Performance
iShares MSCI Intl Momentum Factor ETF (IMTM) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IMTM returned +21.68% while VOO returned +23.71%. Year to date, IMTM is up 11.28% versus a gain of 13.80% for VOO.
Over three years, IMTM compounded at +21.38% per year against +21.50% for VOO; over five years the annualized figures are +10.10% and +13.44% respectively. Across the full 12-year window we track, VOO has the edge at +13.58% annualized vs +8.13%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.8% for IMTM. 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 -30.7% for IMTM and -34.3% for VOO. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IMTM charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, IMTM currently yields 4.36% against 1.09% for VOO.
Holdings Overlap
IMTM and VOO share 1 holdings out of 801 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IMTM | Weight in VOO | Difference |
|---|---|---|---|
| ROP | 1.81% | 0.05% | 1.76% |
Frequently Asked Questions
Which is cheaper, IMTM or VOO?
IMTM has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, IMTM or VOO?
Over the past year IMTM returned +21.68% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), IMTM annualized +8.13% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, IMTM or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.8% for IMTM. Worst drawdown: IMTM -30.7% vs VOO -34.3%.
Should I hold both IMTM and VOO?
IMTM and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IMTM and VOO?
IMTM and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 801 unique securities.
Which pays a higher dividend, IMTM or VOO?
IMTM yields 4.36% while VOO yields 1.09%, so IMTM currently pays the higher dividend yield.
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