IVV vs LJAN
iShares Core S&P 500 ETF vs Innovator Premium Income 15 Buffer ETF - January
Which is better, IVV or LJAN?
Large Cap Blend against Option Writing.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | LJAN |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.79% |
| AUM | $876.4B | $12M |
| Dividend Yield | 1.06% | 4.94% |
| Holdings | 508 | 15 |
| YTD Return | +13.32%Best | +0.88% |
| 1Y Return | +17.08%Best | +0.08% |
| 3Y Return (annualized) | +22.72% | - |
| 5Y Return (annualized) | +13.20% | - |
| Volatility (annualized) | 12.0% | 1.8%Best |
| Max Drawdown | -18.8% | -5.9%Best |
| $10,000 over 2.7 years | $16,735Best | $10,108 |
| Fund Family | iShares by BlackRock (US) | Innovator ETFs Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Option Writing |
| Inception | May 15, 2000 | Jan 2, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 2, 2024 to Sep 23, 2026 (2.7 years).
IVV vs LJAN 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs LJAN Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Innovator Premium Income 15 Buffer ETF - January (LJAN) is an ETF from Innovator ETFs Trust. Over the past year IVV returned +17.08% while LJAN returned +0.08%. Year to date, IVV is up 13.32% versus a gain of 0.88% for LJAN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 1.8% for LJAN. 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 -5.9% for LJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while LJAN charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.94% for LJAN.
You are not choosing between two funds in isolation.
Whichever of IVV and LJAN 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 LJAN?
IVV has an expense ratio of 0.03% while LJAN charges 0.79%. IVV is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, IVV or LJAN?
Over the past year IVV returned +17.08% vs +0.08% for LJAN, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LJAN?
IVV has been the more volatile fund at 12.0% annualized versus 1.8% for LJAN. Worst drawdown: IVV -18.8% vs LJAN -5.9%.
Should I hold both IVV and LJAN?
IVV and LJAN have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or LJAN?
IVV yields 1.06% while LJAN yields 4.94%, so LJAN currently pays the higher dividend yield.
Is LJAN better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.