IVV vs LFGY
iShares Core S&P 500 ETF vs YieldMax Crypto Industry & Tech Portfolio Option Income ETF
Which is better, IVV or LFGY?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | LFGY |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.02% |
| AUM | $876.4B | $88M |
| Dividend Yield | 1.06% | 78.62% |
| Holdings | 508 | 91 |
| YTD Return | +12.39% | +13.39%Best |
| 1Y Return | +16.61%Best | -2.44% |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 12.9%Best | 34.1% |
| Max Drawdown | -18.8%Best | -35.9% |
| $10,000 over 1.7 years | $13,410Best | $10,858 |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Jan 13, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 14, 2025 to Sep 18, 2026 (1.7 years).
IVV vs LFGY 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 1.7 years both funds cover.
IVV vs LFGY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) is an ETF from YieldMax ETF. Over the past year IVV returned +16.61% while LFGY returned -2.44%. Year to date, IVV is up 12.39% versus a gain of 13.39% for LFGY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LFGY has been the more volatile fund, with annualized monthly volatility of 34.1% compared with 12.9% 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 -18.8% for IVV and -35.9% for LFGY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.74. 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 1.06% against 78.62% for LFGY.
Holdings Overlap
At least 8.3% of IVV's money is in holdings LFGY also owns.
Stated as a floor: for LFGY, our book for it covers 91.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and LFGY share little of their money.
4 positions in common, counted across the 490 positions we hold weights for in IVV and 22 in LFGY, against full books of 508 and 91.
You are not choosing between two funds in isolation.
Whichever of IVV and LFGY 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 LFGY?
IVV has an expense ratio of 0.03% while LFGY charges 1.02%. IVV is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, IVV or LFGY?
Over the past year IVV returned +16.61% vs -2.44% for LFGY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.84% vs +4.96% for LFGY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LFGY?
LFGY has been the more volatile fund at 34.1% annualized versus 12.9% for IVV. Worst drawdown: IVV -18.8% vs LFGY -35.9%.
Should I hold both IVV and LFGY?
IVV and LFGY have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and LFGY?
At least 8.3% of IVV's money is in holdings LFGY also owns. Our book for LFGY is partial, so the real figure is this or higher. They hold 4 positions in common, counted across the 490 positions we hold weights for in IVV and 22 in LFGY.
Which pays a higher dividend, IVV or LFGY?
IVV yields 1.06% while LFGY yields 78.62%, so LFGY currently pays the higher dividend yield.
Is LFGY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.