IVV vs LFGY
iShares Core S&P 500 ETF vs YieldMax Crypto Industry & Tech Portfolio Option Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | LFGY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.02% | |
| AUM | $907.0B | $90M | |
| Dividend Yield | 1.10% | 86.47% | |
| Holdings | 508 | 85 | |
| YTD Return | +12.71% | +7.75% | |
| 1Y Return | +21.89% | +3.27% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 34.8% | |
| Max Drawdown | -56.5% | -35.9% | |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jan 13, 2025 |
IVV vs LFGY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) is a ETF from YieldMax ETF. Over the past year IVV returned +21.89% while LFGY returned +3.27%. Year to date, IVV is up 12.71% versus a gain of 7.75% for LFGY.
Risk: Volatility and Drawdowns
LFGY has been the more volatile fund, with annualized monthly volatility of 34.8% compared with 15.1% 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 -56.5% for IVV and -35.9% for LFGY. 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while LFGY charges 1.02%. On a $10,000 position that is $3 vs $102 annually, a gap of $99 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 86.47% for LFGY.
Holdings Overlap
IVV and LFGY share 4 holdings out of 523 unique holdings combined, representing a 6.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or LFGY?
IVV has an expense ratio of 0.03% while LFGY charges 1.02%. IVV is the cheaper option. On a $10,000 investment, that is $99 per year of difference.
Which performed better, IVV or LFGY?
Over the past year IVV returned +21.89% vs +3.27% for LFGY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +1.90% for LFGY. Past performance does not guarantee future results.
Which is riskier, IVV or LFGY?
LFGY has been the more volatile fund at 34.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs LFGY -35.9%.
Should I hold both IVV and LFGY?
IVV and LFGY have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LFGY?
IVV and LFGY share 4 common holdings with a 6.4% weight overlap. Combined, they hold 523 unique securities.
Which pays a higher dividend, IVV or LFGY?
IVV yields 1.10% while LFGY yields 86.47%, so LFGY currently pays the higher dividend yield.
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