IVV vs LCTO
iShares Core S&P 500 ETF vs Kurv US Large Cap TaxOptimized ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | LCTO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.70% | |
| AUM | $886.7B | $505,135.27 | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 14 | |
| YTD Return | +12.92% | +1.00% | |
| 1Y Return | +21.22% | - | |
| 3Y Return (annualized) | +20.95% | - | |
| 5Y Return (annualized) | +12.76% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -4.0% | |
| Fund Family | iShares by BlackRock (US) | Kurv | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 6, 2026 |
IVV vs LCTO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Kurv US Large Cap TaxOptimized ETF (LCTO) is a ETF from Kurv. Year to date, IVV is up 12.92% versus a gain of 1.00% for LCTO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.0% for LCTO. 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 LCTO charges 0.70%. On a $10,000 position that is $3 vs $70 annually, a gap of $67 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for LCTO.
Holdings Overlap
IVV and LCTO share 0 holdings out of 513 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 LCTO?
IVV has an expense ratio of 0.03% while LCTO charges 0.70%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
What is the holdings overlap between IVV and LCTO?
IVV and LCTO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, IVV or LCTO?
IVV yields 1.10% while LCTO yields 0.00%, so IVV currently pays the higher dividend yield.
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