IVV vs LCF
iShares Core S&P 500 ETF vs Touchstone US Large Cap Focused ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | LCF | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.56% | |
| AUM | $865.2B | $66M | |
| Dividend Yield | 1.09% | 0.54% | |
| Holdings | 508 | 47 | |
| YTD Return | +13.43% | +10.38% | |
| 1Y Return | +22.61% | +17.44% | |
| 3Y Return (annualized) | +21.47% | +17.75% | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 14.1% | |
| Max Drawdown | -56.5% | -18.3% | |
| Fund Family | iShares by BlackRock (US) | Touchstone Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 27, 2022 |
IVV vs LCF Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Touchstone US Large Cap Focused ETF (LCF) is a ETF from Touchstone Investments. Over the past year IVV returned +22.61% while LCF returned +17.44%. Year to date, IVV is up 13.43% versus a gain of 10.38% for LCF.
Over three years, IVV compounded at +21.47% per year against +17.75% for LCF. Across the full 4-year window we track, LCF has the edge at +16.54% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.1% for LCF. 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 -18.3% for LCF. 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 0.97. 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 LCF charges 0.56%. On a $10,000 position that is $3 vs $56 annually, a gap of $53 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.54% for LCF.
Holdings Overlap
IVV and LCF share 39 holdings out of 511 unique holdings combined, representing a 41.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or LCF?
IVV has an expense ratio of 0.03% while LCF charges 0.56%. IVV is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, IVV or LCF?
Over the past year IVV returned +22.61% vs +17.44% for LCF, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.03% vs +16.54% for LCF. Past performance does not guarantee future results.
Which is riskier, IVV or LCF?
IVV has been the more volatile fund at 15.1% annualized versus 14.1% for LCF. Worst drawdown: IVV -56.5% vs LCF -18.3%.
Should I hold both IVV and LCF?
IVV and LCF have a monthly-return correlation of 0.97, 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 LCF?
IVV and LCF share 39 common holdings with a 41.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, IVV or LCF?
IVV yields 1.09% while LCF yields 0.54%, so IVV currently pays the higher dividend yield.
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