IVV vs LGDS
iShares Core S&P 500 ETF vs JPMorgan Fundamental Data Science Large Growth 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 | LGDS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.30% | |
| AUM | $907.0B | $1.2B | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 100 | |
| YTD Return | +12.71% | +0.15% | |
| 1Y Return | +21.89% | - | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -7.5% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 10, 2026 |
IVV vs LGDS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Fundamental Data Science Large Growth ETF (LGDS) is a ETF from J.P. Morgan Asset Management. Year to date, IVV is up 12.71% versus a gain of 0.15% for LGDS.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -7.5% for LGDS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while LGDS charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for LGDS.
Holdings Overlap
IVV and LGDS share 85 holdings out of 520 unique holdings combined, representing a 55.2% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or LGDS?
IVV has an expense ratio of 0.03% while LGDS charges 0.30%. IVV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
What is the holdings overlap between IVV and LGDS?
IVV and LGDS share 85 common holdings with a 55.2% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, IVV or LGDS?
IVV yields 1.10% while LGDS yields 0.00%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.