IVV vs LGDS
iShares Core S&P 500 ETF vs JPMorgan Fundamental Data Science Large Growth ETF
Which is better, IVV or LGDS?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 57.2%.
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 | LGDS |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.30% |
| AUM | $882.6B | $1.1B |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 206 |
| YTD Return | +14.35%Best | +5.17% |
| 1Y Return | +16.68% | - |
| 3Y Return (annualized) | +23.33% | - |
| 5Y Return (annualized) | +13.92% | - |
| Top 10 Weight | 38.1%Best | 57.2% |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Jul 10, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs LGDS 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs LGDS Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Fundamental Data Science Large Growth ETF (LGDS) is an ETF from J.P. Morgan Asset Management. Year to date, IVV is up 14.35% versus a gain of 5.17% for LGDS.
Past performance does not guarantee future results.
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 1.06% against 0.00% for LGDS.
Holdings Overlap
61.1% of IVV's money is in holdings LGDS also owns. 95.8% of LGDS's money is in holdings IVV also owns.
Most of LGDS is already inside IVV. Owning both mostly buys the same companies twice.
86 positions in common, counted across the 505 positions we hold weights for in IVV and 101 in LGDS, against full books of 508 and 206.
What only one of them owns
Our book lists 10 positions for LGDS that do not appear in our book for IVV (2.7% of the fund), and 411 for IVV that do not appear in LGDS (38.2%).
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.
Top Shared Holdings
| Stock | Weight in IVV | Weight in LGDS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.00% | 15.96% | 7.96% |
| AAPLApple, Inc | 7.39% | 7.65% | 0.26% |
| GOOGLAlphabet Inc,class A | 3.00% | 8.69% | 5.69% |
| MSFTMicrosoft Corp | 5.57% | 4.90% | 0.67% |
| AVGOBroadcom Inc | 2.59% | 4.48% | 1.89% |
| METAMeta Platforms Inc | 2.15% | 3.91% | 1.76% |
| GOOGAlphabet Inc. C | 2.40% | 2.80% | 0.40% |
| AMZNAmazon.Com Inc | 3.80% | 1.24% | 2.56% |
| AMDAdvanced Micro Devices, Inc | 1.27% | 3.49% | 2.22% |
| TSLATesla Inc | 1.56% | 2.86% | 1.30% |
95.8% of LGDS is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $27 a year on a $10,000 investment.
What is the holdings overlap between IVV and LGDS?
95.8% of LGDS's money is in holdings IVV also owns. 95.8% of LGDS's is in holdings IVV also owns. They hold 86 positions in common, counted across the 505 positions we hold weights for in IVV and 101 in LGDS.
Which pays a higher dividend, IVV or LGDS?
IVV yields 1.06% while LGDS yields 0.00%, so IVV currently pays the higher dividend yield.
Is LGDS better than IVV?
IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 57.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.