IVV vs LDRH
iShares Core S&P 500 ETF vs iShares iBonds 1-5 Year High Yield and Income Ladder ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | LDRH | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.35% | |
| AUM | $865.2B | $23M | |
| Dividend Yield | 1.09% | 6.47% | |
| Holdings | 508 | 1,267 | |
| YTD Return | +13.80% | +1.52% | |
| 1Y Return | +23.01% | +4.34% | |
| 3Y Return (annualized) | +21.77% | - | |
| 5Y Return (annualized) | +13.39% | - | |
| Volatility (annualized) | 15.1% | 1.8% | |
| Max Drawdown | -56.5% | -3.2% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Nov 7, 2024 |
IVV vs LDRH Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +23.01% while LDRH returned +4.34%. Year to date, IVV is up 13.80% versus a gain of 1.52% for LDRH.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.8% 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 -56.5% for IVV and -3.2% for LDRH. 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 0.72. 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 1.09% against 6.47% for LDRH.
Holdings Overlap
IVV and LDRH share 1 holdings out of 510 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in LDRH | Difference |
|---|---|---|---|
| XTSLA | 0.15% | 0.07% | 0.08% |
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. On a $10,000 investment, that is $32 per year of difference.
Which performed better, IVV or LDRH?
Over the past year IVV returned +23.01% vs +4.34% for LDRH, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.04% vs +5.04% for LDRH. Past performance does not guarantee future results.
Which is riskier, IVV or LDRH?
IVV has been the more volatile fund at 15.1% annualized versus 1.8% for LDRH. Worst drawdown: IVV -56.5% vs LDRH -3.2%.
Should I hold both IVV and LDRH?
IVV and LDRH have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LDRH?
IVV and LDRH share 1 common holdings with a 0.1% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or LDRH?
IVV yields 1.09% while LDRH yields 6.47%, so LDRH currently pays the higher dividend yield.
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