IVV vs LDP
iShares Core S&P 500 ETF vs Cohen & Steers Limited Duration Preferred and Income Fund Inc.
Which is better, IVV or LDP?
Large Cap Blend against Preferred Stock.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | LDP |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.55% |
| AUM | $876.4B | $2,693.25 |
| Dividend Yield | 1.06% | 7.11% |
| Holdings | 508 | 286 |
| YTD Return | +11.51%Best | -3.01% |
| 1Y Return | +15.96%Best | -3.08% |
| 3Y Return (annualized) | +21.01%Best | +12.86% |
| 5Y Return (annualized) | +12.66%Best | +1.58% |
| Volatility (annualized) | 14.1% | 13.8%Best |
| Max Drawdown | -33.9%Best | -50.2% |
| $10,000 over 5 years | $18,149Best | $10,815 |
| Fund Family | iShares by BlackRock (US) | Cohen & Steers Funds |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Blend | Preferred Stock |
| Inception | May 15, 2000 | Jul 27, 2012 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 27, 2012 to Sep 15, 2026 (14.1 years).
IVV vs LDP 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 LDP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Cohen & Steers Limited Duration Preferred and Income Fund Inc. (LDP) is an ETF from Cohen & Steers Funds. Over the past year IVV returned +15.96% while LDP returned -3.08%. Year to date, IVV is up 11.51% versus a loss of 3.01% for LDP.
Over three years, IVV compounded at +21.01% per year against +12.86% for LDP; over five years the annualized figures are +12.66% and +1.58% respectively. Across the full 14-year window we track, IVV has the edge at +13.38% annualized vs +1.41%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.8% for LDP. 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 -33.9% for IVV and -50.2% for LDP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while LDP charges 1.55%. On a $10,000 position that is $3 vs $155 annually, a gap of $152 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 7.11% for LDP.
Holdings Overlap
At least 0.7% of IVV's money is in holdings LDP also owns.
Stated as a floor: for LDP, our book for it covers 80.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
The two holdings books were reported 62 days apart, IVV as of Aug 31, 2026 and LDP as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
4 positions in common, counted across the 490 positions we hold weights for in IVV and 144 in LDP, against full books of 508 and 286.
You are not choosing between two funds in isolation.
Whichever of IVV and LDP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or LDP?
IVV has an expense ratio of 0.03% while LDP charges 1.55%. IVV is the cheaper option, by $152 a year on a $10,000 investment.
Which performed better, IVV or LDP?
Over the past year IVV returned +15.96% vs -3.08% for LDP, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +13.38% vs +1.41% for LDP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LDP?
IVV has been the more volatile fund at 14.1% annualized versus 13.8% for LDP. Worst drawdown: IVV -33.9% vs LDP -50.2%.
Should I hold both IVV and LDP?
IVV and LDP have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or LDP?
IVV yields 1.06% while LDP yields 7.11%, so LDP currently pays the higher dividend yield.
Is LDP better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.