IVV vs LCDL
iShares Core S&P 500 ETF vs GraniteShares 2x Long LCID Daily ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | LCDL | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.15% | |
| AUM | $907.0B | $4M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 2 | |
| YTD Return | +13.22% | -91.99% | |
| 1Y Return | +21.62% | -98.71% | |
| 3Y Return (annualized) | +22.17% | - | |
| 5Y Return (annualized) | +13.42% | - | |
| Volatility (annualized) | 15.1% | 100.4% | |
| Max Drawdown | -56.5% | -99.3% | |
| Fund Family | iShares by BlackRock (US) | GraniteShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 21, 2025 |
IVV vs LCDL Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares 2x Long LCID Daily ETF (LCDL) is a ETF from GraniteShares. Over the past year IVV returned +21.62% while LCDL returned -98.71%. Year to date, IVV is up 13.22% versus a loss of 91.99% for LCDL.
Risk: Volatility and Drawdowns
LCDL has been the more volatile fund, with annualized monthly volatility of 100.4% compared with 15.1% for IVV. 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 -99.3% for LCDL. 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while LCDL charges 1.15%. On a $10,000 position that is $3 vs $115 annually, a gap of $112 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for LCDL.
Holdings Overlap
IVV and LCDL share 0 holdings out of 506 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 LCDL?
IVV has an expense ratio of 0.03% while LCDL charges 1.15%. IVV is the cheaper option. On a $10,000 investment, that is $112 per year of difference.
Which performed better, IVV or LCDL?
Over the past year IVV returned +21.62% vs -98.71% for LCDL, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.02% vs -97.36% for LCDL. Past performance does not guarantee future results.
Which is riskier, IVV or LCDL?
LCDL has been the more volatile fund at 100.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs LCDL -99.3%.
Should I hold both IVV and LCDL?
IVV and LCDL have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LCDL?
IVV and LCDL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or LCDL?
IVV yields 1.10% while LCDL yields 0.00%, so IVV currently pays the higher dividend yield.
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