IVV vs LDRX
iShares Core S&P 500 ETF vs SGI Enhanced Market Leaders ETF
Which is better, IVV or LDRX?
Nearly the same fund. IVV costs less.
IVV has a lower expense ratio. IVV led over 1Y, LDRX over the full window. The two have moved almost in lockstep, correlation 0.97. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 54.3%.
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 | LDRX |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.59% |
| AUM | $876.4B | $252M |
| Dividend Yield | 1.06% | 1.11% |
| Holdings | 508 | 104 |
| YTD Return | +14.15% | +14.29%Best |
| 1Y Return | +17.31%Best | +16.81% |
| 3Y Return (annualized) | +23.17% | - |
| 5Y Return (annualized) | +13.85% | - |
| Volatility (annualized) | 11.8%Best | 13.9% |
| Max Drawdown | -8.9%Best | -10.6% |
| $10,000 over 1.4 years | $14,037 | $14,232Best |
| Top 10 Weight | 37.8%Best | 54.3% |
| Fund Family | iShares by BlackRock (US) | Summit Global Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | May 5, 2025 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 5, 2025 to Sep 21, 2026 (1.4 years).
IVV vs LDRX 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 1.4 years both funds cover.
IVV vs LDRX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments. Over the past year IVV returned +17.31% while LDRX returned +16.81%. Year to date, IVV is up 14.15% versus a gain of 14.29% for LDRX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 11.8% for IVV. 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 -8.9% for IVV and -10.6% for LDRX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. 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 LDRX charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.11% for LDRX.
Holdings Overlap
69.8% of IVV's money is in holdings LDRX also owns. 99.2% of LDRX's money is in holdings IVV also owns.
Most of LDRX is already inside IVV. Owning both mostly buys the same companies twice.
100 positions in common, counted across the 490 positions we hold weights for in IVV and 103 in LDRX, against full books of 508 and 104.
What only one of them owns
Measured across the 490 and 103 positions we hold weights for.
IVV holds 382 positions LDRX does not, 28.8% of the fund.
Largest: GOOG 2.39%, PANW 0.47%, KLAC 0.35%, SNDK 0.35%, CRWD 0.35%
Top Shared Holdings
| Stock | Weight in IVV | Weight in LDRX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 11.13% | 3.06% |
| AAPLApple, Inc | 7.02% | 9.69% | 2.67% |
| MSFTMicrosoft Corp | 5.69% | 7.82% | 2.13% |
| GOOGLAlphabet Inc,class A | 3.00% | 7.59% | 4.59% |
| AMZNAmazon.Com Inc | 3.84% | 5.27% | 1.43% |
| AVGOBroadcom Inc | 2.65% | 3.69% | 1.04% |
| METAMeta Platforms Inc | 1.90% | 2.61% | 0.71% |
| MUMicron Technology, Inc. | 1.63% | 2.34% | 0.71% |
| TSLATesla Inc | 1.56% | 2.18% | 0.62% |
| JPMJpmorgan Chase | 1.44% | 1.99% | 0.55% |
99.2% of LDRX is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or LDRX?
IVV has an expense ratio of 0.03% while LDRX charges 0.59%. IVV is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, IVV or LDRX?
Over the past year IVV returned +17.31% vs +16.81% for LDRX, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +27.41% vs +28.67% for LDRX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LDRX?
LDRX has been the more volatile fund at 13.9% annualized versus 11.8% for IVV. Worst drawdown: IVV -8.9% vs LDRX -10.6%.
Should I hold both IVV and LDRX?
IVV and LDRX have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between IVV and LDRX?
99.2% of LDRX's money is in holdings IVV also owns. 99.2% of LDRX's is in holdings IVV also owns. They hold 100 positions in common, counted across the 490 positions we hold weights for in IVV and 103 in LDRX.
Which pays a higher dividend, IVV or LDRX?
IVV yields 1.06% while LDRX yields 1.11%, so LDRX currently pays the higher dividend yield.
Is LDRX better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, LDRX over the full window. The two have moved almost in lockstep, correlation 0.97. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 54.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.