IVV vs LITP
iShares Core S&P 500 ETF vs Sprott Lithium Miners ETF
Quick Verdict
IVV has a lower expense ratio. LITP delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | LITP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.65% | |
| AUM | $907.0B | $41M | |
| Dividend Yield | 1.10% | 8.94% | |
| Holdings | 508 | 39 | |
| YTD Return | +12.28% | -10.29% | |
| 1Y Return | +20.94% | +60.96% | |
| 3Y Return (annualized) | +21.81% | -3.71% | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 44.4% | |
| Max Drawdown | -56.5% | -73.2% | |
| Fund Family | iShares by BlackRock (US) | Sprott ETFS | |
| Category | Equity | Commodity | |
| Inception | May 15, 2000 | Feb 1, 2023 |
IVV vs LITP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Sprott Lithium Miners ETF (LITP) is a ETF from Sprott ETFS. Over the past year IVV returned +20.94% while LITP returned +60.96%. Year to date, IVV is up 12.28% versus a loss of 10.29% for LITP.
Over three years, IVV compounded at +21.81% per year against -3.71% for LITP. Across the full 4-year window we track, IVV has the edge at +6.98% annualized vs -9.75%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LITP has been the more volatile fund, with annualized monthly volatility of 44.4% compared with 15.1% 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 -56.5% for IVV and -73.2% for LITP. 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% against 8.94% for LITP.
Holdings Overlap
IVV and LITP share 1 holdings out of 542 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in LITP | Difference |
|---|---|---|---|
| ALB | 0.02% | 9.64% | 9.62% |
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. On a $10,000 investment, that is $62 per year of difference.
Which performed better, IVV or LITP?
Over the past year IVV returned +20.94% vs +60.96% for LITP, so LITP leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +6.98% vs -9.75% for LITP. Past performance does not guarantee future results.
Which is riskier, IVV or LITP?
LITP has been the more volatile fund at 44.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs LITP -73.2%.
Should I hold both IVV and LITP?
IVV and LITP have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LITP?
IVV and LITP share 1 common holdings with a 0.0% weight overlap. Combined, they hold 542 unique securities.
Which pays a higher dividend, IVV or LITP?
IVV yields 1.10% while LITP yields 8.94%, so LITP currently pays the higher dividend yield.
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