IVV vs LDRH

IVV vs LDRH

Which is better, IVV or LDRH?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricIVVLDRH
Expense Ratio0.03%Best0.35%
AUM$876.4B$23M
Dividend Yield1.06%6.40%
Holdings5081,267
YTD Return+12.39%Best+1.77%
1Y Return+16.61%Best+2.97%
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Volatility (annualized)12.7%1.9%Best
Max Drawdown-18.8%-3.2%Best
$10,000 over 1.9 years$13,117Best$10,948
Top 10 Weight37.8%-
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionMay 15, 2000Nov 7, 2024

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 8, 2024 to Sep 18, 2026 (1.9 years).

IVV vs LDRH 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 covers the 1.9 years both funds cover.

IVV vs LDRH Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +16.61% while LDRH returned +2.97%. Year to date, IVV is up 12.39% versus a gain of 1.77% for LDRH.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 1.9% for LDRH. 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 -18.8% for IVV and -3.2% for LDRH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while LDRH charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 6.40% for LDRH.

Holdings Overlap

IVV already in LDRH0.1%
LDRH already in IVV0.1%

0.1% of IVV's money is in holdings LDRH also owns. 0.1% of LDRH's money is in holdings IVV also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

The two holdings books were reported 123 days apart, IVV as of Aug 31, 2026 and LDRH as of Apr 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 490 positions we hold weights for in IVV and 6 in LDRH, against full books of 508 and 1,267.

What only one of them owns

Our book lists 5 positions for LDRH that do not appear in our book for IVV (99.9% of the fund), and 481 for IVV that do not appear in LDRH (98.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in LDRHDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.15%0.07%0.08%

You are not choosing between two funds in isolation.

Whichever of IVV and LDRH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVLDRH

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Frequently Asked Questions

Which is cheaper, IVV or LDRH?

IVV has an expense ratio of 0.03% while LDRH charges 0.35%. IVV is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, IVV or LDRH?

Over the past year IVV returned +16.61% vs +2.97% for LDRH, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +15.35% vs +4.88% for LDRH. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or LDRH?

IVV has been the more volatile fund at 12.7% annualized versus 1.9% for LDRH. Worst drawdown: IVV -18.8% vs LDRH -3.2%.

Should I hold both IVV and LDRH?

IVV and LDRH have a monthly-return correlation of 0.75, 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 LDRH?

IVV yields 1.06% while LDRH yields 6.40%, so LDRH currently pays the higher dividend yield.

Is LDRH better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.