IVV vs LOEV

IVV vs LOEV
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Quick Verdict

IVV has a lower expense ratio. LOEV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: LOEVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVLOEVWinner
Expense Ratio0.03%0.70%
AUM$907.0B-
Dividend Yield1.10%0.00%
Holdings50851
YTD Return+12.96%+5.36%
1Y Return+20.70%-
3Y Return (annualized)+22.10%-
5Y Return (annualized)+13.40%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.0%
Fund FamilyiShares by BlackRock (US)Harding Loevner
CategoryEquityEquity
InceptionMay 15, 2000Jul 20, 2026

IVV vs LOEV Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Harding Loevner International Developed Markets Select Equity ETF (LOEV) is a ETF from Harding Loevner. Year to date, IVV is up 12.96% versus a gain of 5.36% for LOEV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.0% for LOEV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.10% against 0.00% for LOEV.

Holdings Overlap

0.0%overlap

IVV and LOEV share 0 holdings out of 556 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

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. On a $10,000 investment, that is $67 per year of difference.

What is the holdings overlap between IVV and LOEV?

IVV and LOEV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 556 unique securities.

Which pays a higher dividend, IVV or LOEV?

IVV yields 1.10% while LOEV yields 0.00%, so IVV currently pays the higher dividend yield.

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