IVV vs LCO

IVV vs LCO
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVLCOWinner
Expense Ratio0.03%1.13%
AUM$907.0B$58M
Dividend Yield1.10%0.00%
Holdings50876
YTD Return+12.71%+14.56%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-14.3%
Fund FamilyiShares by BlackRock (US)LOGIQ Capital LLC
CategoryEquityAllocation/Balanced
InceptionMay 15, 2000Jan 8, 2026

IVV vs LCO Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and LOGIQ Contrarian Opportunities ETF (LCO) is a ETF from LOGIQ Capital LLC. Year to date, IVV is up 12.71% versus a gain of 14.56% for LCO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -14.3% for LCO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.10% against 0.00% for LCO.

Holdings Overlap

13.3%overlap

IVV and LCO share 32 holdings out of 557 unique holdings combined, representing a 13.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in LCODifference
NVDA7.76%1.39%6.37%
AMZN3.75%1.51%2.24%
GOOG2.53%2.27%0.26%
METAProProPro
MUProProPro
SNDKProProPro
INTCProProPro
EXEProProPro
SLBProProPro
AMDProProPro
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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. On a $10,000 investment, that is $110 per year of difference.

What is the holdings overlap between IVV and LCO?

IVV and LCO share 32 common holdings with a 13.3% weight overlap. Combined, they hold 557 unique securities.

Which pays a higher dividend, IVV or LCO?

IVV yields 1.10% while LCO yields 0.00%, so IVV currently pays the higher dividend yield.

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