IVV vs LOEV

IVV vs LOEV

Which is better, IVV or LOEV?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. LOEV led over 1Y. LOEV is less concentrated, with 35.1% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns (1Y): LOEVLess Concentrated: LOEV

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

MetricIVVLOEV
Expense Ratio0.03%Best0.70%
AUM$876.4B-
Dividend Yield1.06%0.00%
Holdings50854
YTD Return+13.85%Best+4.67%
1Y Return+18.57%-
3Y Return (annualized)+23.50%-
5Y Return (annualized)+13.34%-
Top 10 Weight37.8%35.1%Best
Fund FamilyiShares by BlackRock (US)Harding Loevner
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Jul 20, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs LOEV 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 LOEV Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Harding Loevner International Developed Markets Select Equity ETF (LOEV) is an ETF from Harding Loevner. Year to date, IVV is up 13.85% versus a gain of 4.67% for LOEV.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while LOEV charges 0.70%. On a $10,000 position that is $3 vs $70 annually, a gap of $67 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for LOEV.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 44 in LOEV, totalling 99.3% and 99.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 44 in LOEV, against full books of 508 and 54.

What only one of them owns

Our book lists 8 positions for LOEV that do not appear in our book for IVV (22.4% of the fund), and 482 for IVV that do not appear in LOEV (98.6%).

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.

You are not choosing between two funds in isolation.

Whichever of IVV and LOEV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVLOEV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or LOEV?

IVV has an expense ratio of 0.03% while LOEV charges 0.70%. IVV is the cheaper option, by $67 a year on a $10,000 investment.

Which pays a higher dividend, IVV or LOEV?

IVV yields 1.06% while LOEV yields 0.00%, so IVV currently pays the higher dividend yield.

Is LOEV better than IVV?

IVV has a lower expense ratio. LOEV led over 1Y. LOEV is less concentrated, with 35.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.