IVV vs LITP
iShares Core S&P 500 ETF vs Sprott Lithium Miners ETF
Which is better, IVV or LITP?
Large Cap Blend against Precious Metals.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 69.5%.
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 | LITP |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.65% |
| AUM | $882.6B | $34M |
| Dividend Yield | 1.06% | 7.47% |
| Holdings | 508 | 41 |
| YTD Return | +12.76%Best | -29.53% |
| 1Y Return | +15.57%Best | +4.61% |
| 3Y Return (annualized) | +22.95%Best | -7.64% |
| 5Y Return (annualized) | +13.54% | - |
| Volatility (annualized) | 12.3%Best | 45.7% |
| Max Drawdown | -18.8%Best | -73.2% |
| $10,000 over 3.7 years | $19,415Best | $5,424 |
| Top 10 Weight | 38.1%Best | 69.5% |
| Fund Family | iShares by BlackRock (US) | Sprott ETFS |
| Category | Equity | Commodity |
| Style | Large Cap Blend | Precious Metals |
| Inception | May 15, 2000 | Feb 1, 2023 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 2, 2023 to Oct 1, 2026 (3.7 years).
IVV vs LITP 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 3.7 years both funds cover.
IVV vs LITP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Sprott Lithium Miners ETF (LITP) is an ETF from Sprott ETFS. Over the past year IVV returned +15.57% while LITP returned +4.61%. Year to date, IVV is up 12.76% versus a loss of 29.53% for LITP.
Over three years, IVV compounded at +22.95% per year against -7.64% for LITP. Across the full 4-year window we track, IVV has the edge at +19.64% annualized vs -15.24%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LITP has been the more volatile fund, with annualized monthly volatility of 45.7% compared with 12.3% 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 -73.2% for LITP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.39. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while LITP charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 7.47% for LITP.
Holdings Overlap
9.9% of LITP's money is in holdings IVV also owns.
LITP and IVV share little of their money.
1 positions in common, counted across the 505 positions we hold weights for in IVV and 40 in LITP, against full books of 508 and 41.
What only one of them owns
Our book lists 2 positions for LITP that do not appear in our book for IVV (0.6% of the fund), and 496 for IVV that do not appear in LITP (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 LITP | Difference |
|---|---|---|---|
| ALBAlbemarle Corp. | 0.02% | 9.91% | 9.89% |
You are not choosing between two funds in isolation.
Whichever of IVV and LITP 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 LITP?
IVV has an expense ratio of 0.03% while LITP charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, IVV or LITP?
Over the past year IVV returned +15.57% vs +4.61% for LITP, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +19.64% vs -15.24% for LITP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LITP?
LITP has been the more volatile fund at 45.7% annualized versus 12.3% for IVV. Worst drawdown: IVV -18.8% vs LITP -73.2%.
Should I hold both IVV and LITP?
IVV and LITP have a monthly-return correlation of 0.39, 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 LITP?
9.9% of LITP's money is in holdings IVV also owns. 9.9% of LITP's is in holdings IVV also owns. They hold 1 positions in common, counted across the 505 positions we hold weights for in IVV and 40 in LITP.
Which pays a higher dividend, IVV or LITP?
IVV yields 1.06% while LITP yields 7.47%, so LITP currently pays the higher dividend yield.
Is LITP better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 69.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.