IVV vs LGHT
iShares Core S&P 500 ETF vs Langar Global Healthtech 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 | LGHT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $907.0B | $2M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 29 | |
| YTD Return | +14.29% | -7.08% | |
| 1Y Return | +21.79% | -9.97% | |
| 3Y Return (annualized) | +22.19% | - | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | 14.7% | |
| Max Drawdown | -56.5% | -28.6% | |
| Fund Family | iShares by BlackRock (US) | Langar Investment Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 10, 2024 |
IVV vs LGHT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Langar Global Healthtech ETF (LGHT) is a ETF from Langar Investment Management. Over the past year IVV returned +21.79% while LGHT returned -9.97%. Year to date, IVV is up 14.29% versus a loss of 7.08% for LGHT.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.7% for LGHT. 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 -28.6% for LGHT. 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while LGHT charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for LGHT.
Holdings Overlap
IVV and LGHT share 10 holdings out of 523 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or LGHT?
IVV has an expense ratio of 0.03% while LGHT charges 0.85%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, IVV or LGHT?
Over the past year IVV returned +21.79% vs -9.97% for LGHT, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.06% vs -3.51% for LGHT. Past performance does not guarantee future results.
Which is riskier, IVV or LGHT?
IVV has been the more volatile fund at 15.1% annualized versus 14.7% for LGHT. Worst drawdown: IVV -56.5% vs LGHT -28.6%.
Should I hold both IVV and LGHT?
IVV and LGHT have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LGHT?
IVV and LGHT share 10 common holdings with a 0.5% weight overlap. Combined, they hold 523 unique securities.
Which pays a higher dividend, IVV or LGHT?
IVV yields 1.10% while LGHT yields 0.00%, so IVV currently pays the higher dividend yield.
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