IVV vs LFEQ
iShares Core S&P 500 ETF vs VanEck Long/Flat Trend ETF
Which is better, IVV or LFEQ?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93.
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 | LFEQ |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.58% |
| AUM | $876.4B | $28M |
| Dividend Yield | 1.06% | 0.80% |
| Holdings | 508 | 2 |
| YTD Return | +12.27%Best | +11.96% |
| 1Y Return | +17.04%Best | +16.47% |
| 3Y Return (annualized) | +21.24%Best | +17.11% |
| 5Y Return (annualized) | +13.08%Best | +9.09% |
| Volatility (annualized) | 16.3% | 14.8%Best |
| Max Drawdown | -33.9%Best | -35.2% |
| $10,000 over 5 years | $18,490Best | $15,450 |
| Fund Family | iShares by BlackRock (US) | VanEck |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Oct 4, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 5, 2017 to Sep 17, 2026 (9 years).
IVV vs LFEQ 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 9 years both funds cover.
IVV vs LFEQ Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Long/Flat Trend ETF (LFEQ) is an ETF from VanEck. Over the past year IVV returned +17.04% while LFEQ returned +16.47%. Year to date, IVV is up 12.27% versus a gain of 11.96% for LFEQ.
Over three years, IVV compounded at +21.24% per year against +17.11% for LFEQ; over five years the annualized figures are +13.08% and +9.09% respectively. Across the full 9-year window we track, IVV has the edge at +13.99% annualized vs +11.61%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 14.8% for LFEQ. 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 -35.2% for LFEQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. 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 LFEQ charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.80% for LFEQ.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in LFEQ, totalling 99.3% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in LFEQ, against full books of 508 and 2.
You are not choosing between two funds in isolation.
Whichever of IVV and LFEQ 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 LFEQ?
IVV has an expense ratio of 0.03% while LFEQ charges 0.58%. IVV is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, IVV or LFEQ?
Over the past year IVV returned +17.04% vs +16.47% for LFEQ, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +13.99% vs +11.61% for LFEQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LFEQ?
IVV has been the more volatile fund at 16.3% annualized versus 14.8% for LFEQ. Worst drawdown: IVV -33.9% vs LFEQ -35.2%.
Should I hold both IVV and LFEQ?
IVV and LFEQ have a monthly-return correlation of 0.93, 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.
Which pays a higher dividend, IVV or LFEQ?
IVV yields 1.06% while LFEQ yields 0.80%, so IVV currently pays the higher dividend yield.
Is LFEQ better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.