IVV vs LIMI
iShares Core S&P 500 ETF vs Themes Lithium & Battery Metal Miners ETF
Which is better, IVV or LIMI?
Large Cap Blend against Precious Metals.
IVV has a lower expense ratio. LIMI led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 52.9%.
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 | LIMI |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.35% |
| AUM | $886.7B | $2M |
| Dividend Yield | 1.10% | 0.46% |
| Holdings | 508 | 52 |
| YTD Return | +12.70%Best | -11.36% |
| 1Y Return | +19.36% | +27.29%Best |
| 3Y Return (annualized) | +21.16% | - |
| 5Y Return (annualized) | +12.75% | - |
| Volatility (annualized) | 12.6%Best | 39.5% |
| Max Drawdown | -18.8%Best | -43.8% |
| $10,000 over 2 years | $13,792 | $17,758Best |
| Top 10 Weight | 37.9%Best | 52.9% |
| Fund Family | iShares by BlackRock (US) | Themes ETFs |
| Category | Equity | Commodity |
| Style | Large Cap Blend | Precious Metals |
| Inception | May 15, 2000 | Sep 23, 2024 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 24, 2024 to Sep 8, 2026 (2 years).
IVV vs LIMI 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 2 years both funds cover.
IVV vs LIMI Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Themes Lithium & Battery Metal Miners ETF (LIMI) is an ETF from Themes ETFs. Over the past year IVV returned +19.36% while LIMI returned +27.29%. Year to date, IVV is up 12.70% versus a loss of 11.36% for LIMI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LIMI has been the more volatile fund, with annualized monthly volatility of 39.5% compared with 12.6% 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 -43.8% for LIMI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while LIMI charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.46% for LIMI.
Holdings Overlap
7.8% of LIMI's money is in holdings IVV also owns.
LIMI and IVV share little of their money.
1 positions in common, counted across the 504 positions we hold weights for in IVV and 43 in LIMI, against full books of 508 and 52.
What only one of them owns
Our book lists 2 positions for LIMI that do not appear in our book for IVV (1.1% of the fund), and 492 for IVV that do not appear in LIMI (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.
Top Shared Holdings
| Stock | Weight in IVV | Weight in LIMI | Difference |
|---|---|---|---|
| ALBAlbemarle Corp. | 0.02% | 7.83% | 7.81% |
You are not choosing between two funds in isolation.
Whichever of IVV and LIMI 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 LIMI?
IVV has an expense ratio of 0.03% while LIMI charges 0.35%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, IVV or LIMI?
Over the past year IVV returned +19.36% vs +27.29% for LIMI, so LIMI leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +17.44% vs +33.26% for LIMI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LIMI?
LIMI has been the more volatile fund at 39.5% annualized versus 12.6% for IVV. Worst drawdown: IVV -18.8% vs LIMI -43.8%.
Should I hold both IVV and LIMI?
IVV and LIMI have a monthly-return correlation of 0.48, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and LIMI?
7.8% of LIMI's money is in holdings IVV also owns. 7.8% of LIMI's is in holdings IVV also owns. They hold 1 positions in common, counted across the 504 positions we hold weights for in IVV and 43 in LIMI.
Which pays a higher dividend, IVV or LIMI?
IVV yields 1.10% while LIMI yields 0.46%, so IVV currently pays the higher dividend yield.
Is LIMI better than IVV?
IVV has a lower expense ratio. LIMI led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 52.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.