IVV vs LVDS
IVV vs LVDS
iShares Core S&P 500 ETF vs JPMorgan Fundamental Data Science Large Value ETF
Quick Verdict
IVV has a lower expense ratio. LVDS delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | LVDS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.30% | |
| AUM | $865.2B | $110M | |
| Dividend Yield | 1.09% | 0.45% | |
| Holdings | 508 | 137 | |
| YTD Return | +13.80% | +22.45% | |
| 1Y Return | +23.70% | +33.27% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 10.3% | |
| Max Drawdown | -56.5% | -6.6% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 11, 2025 |
IVV vs LVDS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Fundamental Data Science Large Value ETF (LVDS) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +23.70% while LVDS returned +33.27%. Year to date, IVV is up 13.80% versus a gain of 22.45% for LVDS.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.3% for LVDS. 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 -6.6% for LVDS. 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 LVDS charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.45% for LVDS.
Holdings Overlap
IVV and LVDS share 119 holdings out of 521 unique holdings combined, representing a 32.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in LVDS | Difference |
|---|---|---|---|
| GOOG | 2.53% | 3.57% | 1.04% |
| AMZN | 3.75% | 2.28% | 1.47% |
| MSFT | 4.57% | 0.59% | 3.98% |
| MU | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| WFC | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
See all 10 holdings IVV shares with LVDS Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or LVDS?
IVV has an expense ratio of 0.03% while LVDS charges 0.30%. IVV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, IVV or LVDS?
Over the past year IVV returned +23.70% vs +33.27% for LVDS, so LVDS leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.05% vs +29.46% for LVDS. Past performance does not guarantee future results.
Which is riskier, IVV or LVDS?
IVV has been the more volatile fund at 15.1% annualized versus 10.3% for LVDS. Worst drawdown: IVV -56.5% vs LVDS -6.6%.
Should I hold both IVV and LVDS?
IVV and LVDS 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 LVDS?
IVV and LVDS share 119 common holdings with a 32.3% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, IVV or LVDS?
IVV yields 1.09% while LVDS yields 0.45%, so IVV currently pays the higher dividend yield.
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