IVV vs LAZR

IVV vs LAZR

Which is better, IVV or LAZR?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, LAZR over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 65.5%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIVVLAZR
Expense Ratio0.03%Best0.75%
AUM$876.4B$82M
Dividend Yield1.06%0.00%
Holdings50826
YTD Return+13.85%Best-11.29%
1Y Return+18.57%+2007.51%Best
3Y Return (annualized)+23.50%Best-9.30%
5Y Return (annualized)+13.34%Best-29.71%
Volatility (annualized)15.1%Best11591.0%
Max Drawdown-24.5%-
$10,000 over 5 years$18,703Best$1,716
Top 10 Weight37.8%Best65.5%
Fund FamilyiShares by BlackRock (US)Tema Global Limited
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Jun 30, 2026

Volatility and max drawdown are measured over the window both funds cover: Dec 3, 2020 to Sep 25, 2026 (5.8 years).

IVV vs LAZR growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.8 years both funds cover.

IVV vs LAZR Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Tema Photonics & Optical ETF (LAZR) is an ETF from Tema Global Limited. Over the past year IVV returned +18.57% while LAZR returned +2007.51%. Year to date, IVV is up 13.85% versus a loss of 11.29% for LAZR.

Over three years, IVV compounded at +23.50% per year against -9.30% for LAZR; over five years the annualized figures are +13.34% and -29.71% respectively. Across the full 6-year window we track, IVV has the edge at +15.24% annualized vs -29.59%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LAZR has been the more volatile fund, with annualized monthly volatility of 11591.0% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.07. They move largely independently of each other.

Fees and Cost Over Time

IVV charges 0.03% per year while LAZR charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for LAZR.

Holdings Overlap

IVV already in LAZR0.3%
LAZR already in IVV22.6%

0.3% of IVV's money is in holdings LAZR also owns. 22.6% of LAZR's money is in holdings IVV also owns.

LAZR and IVV share little of their money.

3 positions in common, counted across the 490 positions we hold weights for in IVV and 26 in LAZR, against full books of 508 and 26.

What only one of them owns

Our book lists 7 positions for LAZR that do not appear in our book for IVV (22.0% of the fund), and 479 for IVV that do not appear in LAZR (98.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in LAZRDifference
LITELumentum Holdings Inc0.11%16.32%16.21%
COHRCoherent Corp0.08%3.58%3.50%
CIENCiena Corp0.08%2.71%2.63%

22.6% of LAZR is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVLAZR

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Frequently Asked Questions

Which is cheaper, IVV or LAZR?

IVV has an expense ratio of 0.03% while LAZR charges 0.75%. IVV is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, IVV or LAZR?

Over the past year IVV returned +18.57% vs +2007.51% for LAZR, so LAZR leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +15.24% vs -29.59% for LAZR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or LAZR?

LAZR has been the more volatile fund at 11591.0% annualized versus 15.1% for IVV.

Should I hold both IVV and LAZR?

IVV and LAZR have a monthly-return correlation of -0.07, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IVV and LAZR?

22.6% of LAZR's money is in holdings IVV also owns. 22.6% of LAZR's is in holdings IVV also owns. They hold 3 positions in common, counted across the 490 positions we hold weights for in IVV and 26 in LAZR.

Which pays a higher dividend, IVV or LAZR?

IVV yields 1.06% while LAZR yields 0.00%, so IVV currently pays the higher dividend yield.

Is LAZR better than IVV?

IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, LAZR over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 65.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.