IVV vs LCDS
iShares Core S&P 500 ETF vs JPMorgan Fundamental Data Science Large Core ETF
Quick Verdict
IVV has a lower expense ratio. LCDS delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | LCDS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.30% | |
| AUM | $865.2B | $16M | |
| Dividend Yield | 1.09% | 0.92% | |
| Holdings | 508 | 114 | |
| YTD Return | +13.43% | +13.53% | |
| 1Y Return | +22.61% | +23.41% | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 12.3% | |
| Max Drawdown | -56.5% | -18.4% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 7, 2024 |
IVV vs LCDS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Fundamental Data Science Large Core ETF (LCDS) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +22.61% while LCDS returned +23.41%. Year to date, IVV is up 13.43% versus a gain of 13.53% for LCDS.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.3% for LCDS. 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 -18.4% for LCDS. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while LCDS 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 0.92% for LCDS.
Holdings Overlap
IVV and LCDS share 104 holdings out of 514 unique holdings combined, representing a 57.2% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or LCDS?
IVV has an expense ratio of 0.03% while LCDS 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 LCDS?
Over the past year IVV returned +22.61% vs +23.41% for LCDS, so LCDS leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.03% vs +21.46% for LCDS. Past performance does not guarantee future results.
Which is riskier, IVV or LCDS?
IVV has been the more volatile fund at 15.1% annualized versus 12.3% for LCDS. Worst drawdown: IVV -56.5% vs LCDS -18.4%.
Should I hold both IVV and LCDS?
IVV and LCDS have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and LCDS?
IVV and LCDS share 104 common holdings with a 57.2% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, IVV or LCDS?
IVV yields 1.09% while LCDS yields 0.92%, so IVV currently pays the higher dividend yield.
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