IVV vs LAPR

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVLAPRWinner
Expense Ratio0.03%0.79%
AUM$865.2B$11M
Dividend Yield1.09%5.10%
Holdings50814
YTD Return+13.43%+0.66%
1Y Return+22.61%+0.48%
3Y Return (annualized)+21.47%-
5Y Return (annualized)+13.26%-
Volatility (annualized)15.1%1.6%
Max Drawdown-56.5%-3.8%
Fund FamilyiShares by BlackRock (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMay 15, 2000Apr 1, 2024

IVV vs LAPR Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Innovator Premium Income 15 Buffer ETF - April (LAPR) is a ETF from Innovator ETFs Trust. Over the past year IVV returned +22.61% while LAPR returned +0.48%. Year to date, IVV is up 13.43% versus a gain of 0.66% for LAPR.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.6% for LAPR. 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 -3.8% for LAPR. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while LAPR charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 5.10% for LAPR.

Frequently Asked Questions

Which is cheaper, IVV or LAPR?

IVV has an expense ratio of 0.03% while LAPR charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, IVV or LAPR?

Over the past year IVV returned +22.61% vs +0.48% for LAPR, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.03% vs +3.64% for LAPR. Past performance does not guarantee future results.

Which is riskier, IVV or LAPR?

IVV has been the more volatile fund at 15.1% annualized versus 1.6% for LAPR. Worst drawdown: IVV -56.5% vs LAPR -3.8%.

Should I hold both IVV and LAPR?

IVV and LAPR have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or LAPR?

IVV yields 1.09% while LAPR yields 5.10%, so LAPR currently pays the higher dividend yield.

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