IVV vs LCO
iShares Core S&P 500 ETF vs LOGIQ Contrarian Opportunities ETF
Which is better, IVV or LCO?
Large Cap Blend against Allocation/Balanced.
IVV has a lower expense ratio. LCO is less concentrated, with 27.9% of the fund in its ten largest positions against 37.8%.
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
| Metric | IVV | LCO |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.13% |
| AUM | $876.4B | $59M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 85 |
| YTD Return | +13.32% | +13.41%Best |
| 1Y Return | +17.08% | - |
| 3Y Return (annualized) | +22.72% | - |
| 5Y Return (annualized) | +13.20% | - |
| Top 10 Weight | 37.8% | 27.9%Best |
| Fund Family | iShares by BlackRock (US) | LOGIQ Capital LLC |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Blend | Allocation/Balanced |
| Inception | May 15, 2000 | Jan 8, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs LCO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs LCO Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and LOGIQ Contrarian Opportunities ETF (LCO) is an ETF from LOGIQ Capital LLC. Year to date, IVV is up 13.32% versus a gain of 13.41% for LCO.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while LCO charges 1.13%. On a $10,000 position that is $3 vs $113 annually, a gap of $110 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for LCO.
Holdings Overlap
23.0% of IVV's money is in holdings LCO also owns. 36.6% of LCO's money is in holdings IVV also owns.
The two portfolios partly overlap.
30 positions in common, counted across the 490 positions we hold weights for in IVV and 84 in LCO, against full books of 508 and 85.
What only one of them owns
Our book lists 34 positions for LCO that do not appear in our book for IVV (41.6% of the fund), and 452 for IVV that do not appear in LCO (75.6%).
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
| Stock | Weight in IVV | Weight in LCO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 1.44% | 6.63% |
| AMZNAmazon.Com Inc | 3.84% | 1.55% | 2.29% |
| GOOGAlphabet Inc | 2.39% | 2.07% | 0.32% |
| MUMicron Technology, Inc. | 1.63% | 2.51% | 0.88% |
| METAMeta Platforms Inc | 1.90% | 1.80% | 0.10% |
| SNDKSandisk Corp/De | 0.35% | 3.28% | 2.93% |
| INTCIntel Corporation | 0.67% | 1.84% | 1.17% |
| PLTRPalantir Technologies Inc | 0.65% | 1.33% | 0.68% |
| SLBSchlumberger Nv. | 0.14% | 1.69% | 1.55% |
| EXEExpand Energy Corp | 0.04% | 1.69% | 1.65% |
36.6% of LCO 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or LCO?
IVV has an expense ratio of 0.03% while LCO charges 1.13%. IVV is the cheaper option, by $110 a year on a $10,000 investment.
What is the holdings overlap between IVV and LCO?
36.6% of LCO's money is in holdings IVV also owns. 36.6% of LCO's is in holdings IVV also owns. They hold 30 positions in common, counted across the 490 positions we hold weights for in IVV and 84 in LCO.
Which pays a higher dividend, IVV or LCO?
IVV yields 1.06% while LCO yields 0.00%, so IVV currently pays the higher dividend yield.
Is LCO better than IVV?
IVV has a lower expense ratio. LCO is less concentrated, with 27.9% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.