IVV vs LDP
IVV vs LDP
iShares Core S&P 500 ETF vs Cohen & Steers Limited Duration Preferred and Income Fund Inc.
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | LDP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.55% | |
| AUM | $865.2B | $2,693.25 | |
| Dividend Yield | 1.09% | 7.03% | |
| Holdings | 508 | 286 | |
| YTD Return | +13.31% | +0.61% | |
| 1Y Return | +24.00% | +3.47% | |
| 3Y Return (annualized) | +21.16% | +12.42% | |
| 5Y Return (annualized) | +13.34% | +2.56% | |
| Volatility (annualized) | 15.1% | 13.7% | |
| Max Drawdown | -56.5% | -50.2% | |
| Fund Family | iShares by BlackRock (US) | Cohen & Steers Funds | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Jul 27, 2012 |
IVV vs LDP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Cohen & Steers Limited Duration Preferred and Income Fund Inc. (LDP) is a ETF from Cohen & Steers Funds. Over the past year IVV returned +24.00% while LDP returned +3.47%. Year to date, IVV is up 13.31% versus a gain of 0.61% for LDP.
Over three years, IVV compounded at +21.16% per year against +12.42% for LDP; over five years the annualized figures are +13.34% and +2.56% respectively. Across the full 14-year window we track, IVV has the edge at +7.03% annualized vs +1.69%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.7% for LDP. 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 -56.5% for IVV and -50.2% for LDP. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while LDP charges 1.55%. On a $10,000 position that is $3 vs $155 annually, a gap of $152 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 7.03% for LDP.
Holdings Overlap
IVV and LDP share 4 holdings out of 656 unique holdings combined, representing a 0.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
Frequently Asked Questions
Which is cheaper, IVV or LDP?
IVV has an expense ratio of 0.03% while LDP charges 1.55%. IVV is the cheaper option. On a $10,000 investment, that is $152 per year of difference.
Which performed better, IVV or LDP?
Over the past year IVV returned +24.00% vs +3.47% for LDP, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +7.03% vs +1.69% for LDP. Past performance does not guarantee future results.
Which is riskier, IVV or LDP?
IVV has been the more volatile fund at 15.1% annualized versus 13.7% for LDP. Worst drawdown: IVV -56.5% vs LDP -50.2%.
Should I hold both IVV and LDP?
IVV and LDP have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LDP?
IVV and LDP share 4 common holdings with a 0.7% weight overlap. Combined, they hold 656 unique securities.
Which pays a higher dividend, IVV or LDP?
IVV yields 1.09% while LDP yields 7.03%, so LDP currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.