IVV vs LFSC
iShares Core S&P 500 ETF vs F/m Emerald Life Sciences Innovation ETF
Which is better, IVV or LFSC?
Large Cap Blend against Small Cap Growth.
IVV has a lower expense ratio. LFSC led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 56.0%.
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 | LFSC |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.54% |
| AUM | $886.7B | $127M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 40 |
| YTD Return | +13.39% | +27.37%Best |
| 1Y Return | +20.08% | +61.70%Best |
| 3Y Return (annualized) | +21.29% | - |
| 5Y Return (annualized) | +12.88% | - |
| Volatility (annualized) | 12.8%Best | 26.0% |
| Max Drawdown | -18.8%Best | -29.7% |
| $10,000 over 1.8 years | $13,741 | $18,273Best |
| Top 10 Weight | 37.9%Best | 56.0% |
| Fund Family | iShares by BlackRock (US) | Emerald ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Growth |
| Inception | May 15, 2000 | Oct 30, 2024 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Oct 31, 2024 to Sep 4, 2026 (1.8 years).
IVV vs LFSC 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 1.8 years both funds cover.
IVV vs LFSC Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and F/m Emerald Life Sciences Innovation ETF (LFSC) is an ETF from Emerald ETF. Over the past year IVV returned +20.08% while LFSC returned +61.70%. Year to date, IVV is up 13.39% versus a gain of 27.37% for LFSC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LFSC has been the more volatile fund, with annualized monthly volatility of 26.0% compared with 12.8% 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 -29.7% for LFSC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.45. They move together some of the time, and apart the rest.
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 1.10% against 0.00% for LFSC.
Holdings Overlap
We hold position weights for 504 holdings in IVV and 38 in LFSC, totalling 100.0% and 100.0% 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 504 positions we hold weights for in IVV and 38 in LFSC, against full books of 508 and 40.
What only one of them owns
Our book lists 37 positions for LFSC that do not appear in our book for IVV (99.4% of the fund), and 493 for IVV that do not appear in LFSC (99.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IVV and LFSC 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 LFSC?
IVV has an expense ratio of 0.03% while LFSC charges 0.54%. IVV is the cheaper option, by $51 a year on a $10,000 investment.
Which performed better, IVV or LFSC?
Over the past year IVV returned +20.08% vs +61.70% for LFSC, so LFSC leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +19.31% vs +39.78% for LFSC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LFSC?
LFSC has been the more volatile fund at 26.0% annualized versus 12.8% for IVV. Worst drawdown: IVV -18.8% vs LFSC -29.7%.
Should I hold both IVV and LFSC?
IVV and LFSC have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or LFSC?
IVV yields 1.10% while LFSC yields 0.00%, so IVV currently pays the higher dividend yield.
Is LFSC better than IVV?
IVV has a lower expense ratio. LFSC led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 56.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.