IVV vs LCR
iShares Core S&P 500 ETF vs Leuthold Core 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 | LCR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.83% | |
| AUM | $907.0B | $69M | |
| Dividend Yield | 1.10% | 1.32% | |
| Holdings | 508 | 36 | |
| YTD Return | +12.71% | +1.46% | |
| 1Y Return | +21.89% | +10.81% | |
| 3Y Return (annualized) | +22.08% | +5.53% | |
| 5Y Return (annualized) | +12.96% | +7.58% | |
| Volatility (annualized) | 15.1% | 10.1% | |
| Max Drawdown | -56.5% | -17.4% | |
| Fund Family | iShares by BlackRock (US) | Leuthold Funds | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Jan 3, 2020 |
IVV vs LCR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Leuthold Core ETF (LCR) is a ETF from Leuthold Funds. Over the past year IVV returned +21.89% while LCR returned +10.81%. Year to date, IVV is up 12.71% versus a gain of 1.46% for LCR.
Over three years, IVV compounded at +22.08% per year against +5.53% for LCR; over five years the annualized figures are +12.96% and +7.58% respectively. Across the full 5-year window we track, LCR has the edge at +7.80% annualized vs +7.00%. 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 10.1% for LCR. 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 -17.4% for LCR. 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 LCR charges 0.83%. On a $10,000 position that is $3 vs $83 annually, a gap of $80 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.32% for LCR.
Holdings Overlap
IVV and LCR share 0 holdings out of 539 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or LCR?
IVV has an expense ratio of 0.03% while LCR charges 0.83%. IVV is the cheaper option. On a $10,000 investment, that is $80 per year of difference.
Which performed better, IVV or LCR?
Over the past year IVV returned +21.89% vs +10.81% for LCR, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.00% vs +7.80% for LCR. Past performance does not guarantee future results.
Which is riskier, IVV or LCR?
IVV has been the more volatile fund at 15.1% annualized versus 10.1% for LCR. Worst drawdown: IVV -56.5% vs LCR -17.4%.
Should I hold both IVV and LCR?
IVV and LCR 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 LCR?
IVV and LCR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 539 unique securities.
Which pays a higher dividend, IVV or LCR?
IVV yields 1.10% while LCR yields 1.32%, so LCR currently pays the higher dividend yield.
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