IVV vs LQDH
IVV vs LQDH
iShares Core S&P 500 ETF vs iShares Interest Rate Hedged Corporate Bond ETF
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 | LQDH | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.24% | |
| AUM | $865.2B | $526M | |
| Dividend Yield | 1.09% | 5.96% | |
| Holdings | 508 | 185 | |
| YTD Return | +13.80% | +1.83% | |
| 1Y Return | +23.70% | +5.31% | |
| 3Y Return (annualized) | +21.49% | +7.11% | |
| 5Y Return (annualized) | +13.43% | +5.19% | |
| Volatility (annualized) | 15.1% | 5.3% | |
| Max Drawdown | -56.5% | -28.2% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | May 27, 2014 |
IVV vs LQDH Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares Interest Rate Hedged Corporate Bond ETF (LQDH) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +23.70% while LQDH returned +5.31%. Year to date, IVV is up 13.80% versus a gain of 1.83% for LQDH.
Over three years, IVV compounded at +21.49% per year against +7.11% for LQDH; over five years the annualized figures are +13.43% and +5.19% respectively. Across the full 12-year window we track, IVV has the edge at +7.05% annualized vs +1.77%. 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 5.3% for LQDH. 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 -28.2% for LQDH. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while LQDH charges 0.24%. On a $10,000 position that is $3 vs $24 annually, a gap of $21 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 5.96% for LQDH.
Holdings Overlap
IVV and LQDH share 1 holdings out of 506 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 IVV | Weight in LQDH | Difference |
|---|---|---|---|
| XTSLA | 0.15% | 5.52% | 5.37% |
Frequently Asked Questions
Which is cheaper, IVV or LQDH?
IVV has an expense ratio of 0.03% while LQDH charges 0.24%. IVV is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, IVV or LQDH?
Over the past year IVV returned +23.70% vs +5.31% for LQDH, so IVV leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +7.05% vs +1.77% for LQDH. Past performance does not guarantee future results.
Which is riskier, IVV or LQDH?
IVV has been the more volatile fund at 15.1% annualized versus 5.3% for LQDH. Worst drawdown: IVV -56.5% vs LQDH -28.2%.
Should I hold both IVV and LQDH?
IVV and LQDH have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LQDH?
IVV and LQDH share 1 common holdings with a 0.1% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or LQDH?
IVV yields 1.09% while LQDH yields 5.96%, so LQDH currently pays the higher dividend yield.
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