IVV vs LGDX
iShares Core S&P 500 ETF vs Intech S&P Large Cap Diversified Alpha 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 | LGDX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.25% | |
| AUM | $907.0B | $148M | |
| Dividend Yield | 1.10% | 0.48% | |
| Holdings | 508 | 241 | |
| YTD Return | +12.71% | +11.84% | |
| 1Y Return | +21.89% | +18.94% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 13.1% | |
| Max Drawdown | -56.5% | -15.8% | |
| Fund Family | iShares by BlackRock (US) | Intech ETF | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 1, 2025 |
IVV vs LGDX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Intech S&P Large Cap Diversified Alpha ETF (LGDX) is a ETF from Intech ETF. Over the past year IVV returned +21.89% while LGDX returned +18.94%. Year to date, IVV is up 12.71% versus a gain of 11.84% for LGDX.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.1% for LGDX. 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 -15.8% for LGDX. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while LGDX charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.48% for LGDX.
Holdings Overlap
IVV and LGDX share 276 holdings out of 509 unique holdings combined, representing a 64.8% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or LGDX?
IVV has an expense ratio of 0.03% while LGDX charges 0.25%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, IVV or LGDX?
Over the past year IVV returned +21.89% vs +18.94% for LGDX, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +17.70% for LGDX. Past performance does not guarantee future results.
Which is riskier, IVV or LGDX?
IVV has been the more volatile fund at 15.1% annualized versus 13.1% for LGDX. Worst drawdown: IVV -56.5% vs LGDX -15.8%.
Should I hold both IVV and LGDX?
IVV and LGDX have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and LGDX?
IVV and LGDX share 276 common holdings with a 64.8% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or LGDX?
IVV yields 1.10% while LGDX yields 0.48%, so IVV currently pays the higher dividend yield.
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