IVV vs LFSC
iShares Core S&P 500 ETF vs F/m Emerald Life Sciences Innovation ETF
Quick Verdict
IVV has a lower expense ratio. LFSC delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | LFSC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.54% | |
| AUM | $865.2B | $124M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 40 | |
| YTD Return | +14.50% | +29.27% | |
| 1Y Return | +22.02% | +72.93% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 26.5% | |
| Max Drawdown | -56.5% | -29.7% | |
| Fund Family | iShares by BlackRock (US) | Emerald ETF | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 30, 2024 |
IVV vs LFSC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and F/m Emerald Life Sciences Innovation ETF (LFSC) is a ETF from Emerald ETF. Over the past year IVV returned +22.02% while LFSC returned +72.93%. Year to date, IVV is up 14.50% versus a gain of 29.27% for LFSC.
Risk: Volatility and Drawdowns
LFSC has been the more volatile fund, with annualized monthly volatility of 26.5% 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 -29.7% for LFSC. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while LFSC charges 0.54%. On a $10,000 position that is $3 vs $54 annually, a gap of $51 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for LFSC.
Holdings Overlap
IVV and LFSC share 0 holdings out of 544 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 LFSC?
IVV has an expense ratio of 0.03% while LFSC charges 0.54%. IVV is the cheaper option. On a $10,000 investment, that is $51 per year of difference.
Which performed better, IVV or LFSC?
Over the past year IVV returned +22.02% vs +72.93% for LFSC, so LFSC leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.07% vs +42.55% for LFSC. Past performance does not guarantee future results.
Which is riskier, IVV or LFSC?
LFSC has been the more volatile fund at 26.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs LFSC -29.7%.
Should I hold both IVV and LFSC?
IVV and LFSC have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LFSC?
IVV and LFSC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 544 unique securities.
Which pays a higher dividend, IVV or LFSC?
IVV yields 1.09% while LFSC yields 0.00%, so IVV currently pays the higher dividend yield.
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