IVV vs LFEQ
iShares Core S&P 500 ETF vs VanEck Long/Flat Trend 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 | LFEQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.58% | |
| AUM | $865.2B | $28M | |
| Dividend Yield | 1.09% | 0.82% | |
| Holdings | 508 | 3 | |
| YTD Return | +13.43% | +13.07% | |
| 1Y Return | +22.61% | +21.99% | |
| 3Y Return (annualized) | +21.47% | +17.29% | |
| 5Y Return (annualized) | +13.26% | +9.28% | |
| Volatility (annualized) | 15.1% | 14.8% | |
| Max Drawdown | -56.5% | -35.2% | |
| Fund Family | iShares by BlackRock (US) | VanEck | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 4, 2017 |
IVV vs LFEQ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Long/Flat Trend ETF (LFEQ) is a ETF from VanEck. Over the past year IVV returned +22.61% while LFEQ returned +21.99%. Year to date, IVV is up 13.43% versus a gain of 13.07% for LFEQ.
Over three years, IVV compounded at +21.47% per year against +17.29% for LFEQ; over five years the annualized figures are +13.26% and +9.28% respectively. Across the full 9-year window we track, LFEQ has the edge at +11.87% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -56.5% for IVV and -35.2% for LFEQ. 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 0.93. 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 1.09% against 0.82% for LFEQ.
Holdings Overlap
IVV and LFEQ share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $55 per year of difference.
Which performed better, IVV or LFEQ?
Over the past year IVV returned +22.61% vs +21.99% for LFEQ, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.03% vs +11.87% for LFEQ. Past performance does not guarantee future results.
Which is riskier, IVV or LFEQ?
IVV has been the more volatile fund at 15.1% annualized versus 14.8% for LFEQ. Worst drawdown: IVV -56.5% 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. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and LFEQ?
IVV and LFEQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or LFEQ?
IVV yields 1.09% while LFEQ yields 0.82%, so IVV currently pays the higher dividend yield.
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