IVV vs LDUR
IVV vs LDUR
iShares Core S&P 500 ETF vs PIMCO Enhanced Low Duration Active Exchange-Traded Fund
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. LDUR offers more diversification with 522 holdings.
Side-by-Side Comparison
| Metric | IVV | LDUR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.54% | |
| AUM | $865.2B | $1.4B | |
| Dividend Yield | 1.09% | 4.37% | |
| Holdings | 508 | 618 | |
| YTD Return | +13.31% | +1.35% | |
| 1Y Return | +24.00% | +3.67% | |
| 3Y Return (annualized) | +21.16% | +5.06% | |
| 5Y Return (annualized) | +13.34% | +2.33% | |
| Volatility (annualized) | 15.1% | 1.9% | |
| Max Drawdown | -56.5% | -8.7% | |
| Fund Family | iShares by BlackRock (US) | PIMCO (US) | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jan 22, 2014 |
IVV vs LDUR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) is a ETF from PIMCO (US). Over the past year IVV returned +24.00% while LDUR returned +3.67%. Year to date, IVV is up 13.31% versus a gain of 1.35% for LDUR.
Over three years, IVV compounded at +21.16% per year against +5.06% for LDUR; over five years the annualized figures are +13.34% and +2.33% respectively. Across the full 13-year window we track, IVV has the edge at +7.03% annualized vs +1.09%. 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 1.9% for LDUR. 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 -8.7% for LDUR. 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while LDUR charges 0.54%. On a $10,000 position that is $3 vs $54 annually, a gap of $51 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.37% for LDUR.
Holdings Overlap
IVV and LDUR share 0 holdings out of 1027 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or LDUR?
IVV has an expense ratio of 0.03% while LDUR charges 0.54%. IVV is the cheaper option. On a $10,000 investment, that is $51 per year of difference.
Which performed better, IVV or LDUR?
Over the past year IVV returned +24.00% vs +3.67% for LDUR, so IVV leads on 1-year performance. Over the longest common window we track (13 years), IVV annualized +7.03% vs +1.09% for LDUR. Past performance does not guarantee future results.
Which is riskier, IVV or LDUR?
IVV has been the more volatile fund at 15.1% annualized versus 1.9% for LDUR. Worst drawdown: IVV -56.5% vs LDUR -8.7%.
Should I hold both IVV and LDUR?
IVV and LDUR have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LDUR?
IVV and LDUR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1027 unique securities.
Which pays a higher dividend, IVV or LDUR?
IVV yields 1.09% while LDUR yields 4.37%, so LDUR currently pays the higher dividend yield.
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