IVV vs LCOW
iShares Core S&P 500 ETF vs Pacer S&P 500 Quality FCF Aristocrats 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 | LCOW | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.49% | |
| AUM | $907.0B | $27M | |
| Dividend Yield | 1.10% | 0.62% | |
| Holdings | 508 | 103 | |
| YTD Return | +13.51% | +13.14% | |
| 1Y Return | +20.65% | +19.14% | |
| 3Y Return (annualized) | +21.94% | - | |
| 5Y Return (annualized) | +12.95% | - | |
| Volatility (annualized) | 15.1% | 11.3% | |
| Max Drawdown | -56.5% | -10.6% | |
| Fund Family | iShares by BlackRock (US) | Pacer ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 6, 2025 |
IVV vs LCOW Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Pacer S&P 500 Quality FCF Aristocrats ETF (LCOW) is a ETF from Pacer ETFs. Over the past year IVV returned +20.65% while LCOW returned +19.14%. Year to date, IVV is up 13.51% versus a gain of 13.14% for LCOW.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.3% for LCOW. 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 -10.6% for LCOW. 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 0.96. 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 LCOW charges 0.49%. On a $10,000 position that is $3 vs $49 annually, a gap of $46 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.62% for LCOW.
Holdings Overlap
IVV and LCOW share 98 holdings out of 509 unique holdings combined, representing a 36.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or LCOW?
IVV has an expense ratio of 0.03% while LCOW charges 0.49%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, IVV or LCOW?
Over the past year IVV returned +20.65% vs +19.14% for LCOW, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.02% vs +26.11% for LCOW. Past performance does not guarantee future results.
Which is riskier, IVV or LCOW?
IVV has been the more volatile fund at 15.1% annualized versus 11.3% for LCOW. Worst drawdown: IVV -56.5% vs LCOW -10.6%.
Should I hold both IVV and LCOW?
IVV and LCOW have a monthly-return correlation of 0.96, 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 LCOW?
IVV and LCOW share 98 common holdings with a 36.5% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or LCOW?
IVV yields 1.10% while LCOW yields 0.62%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.