IVV vs LPRE
iShares Core S&P 500 ETF vs Long Pond Real Estate Select ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | LPRE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.00% | |
| AUM | $907.0B | $179M | |
| Dividend Yield | 1.10% | 1.11% | |
| Holdings | 508 | 26 | |
| YTD Return | +12.96% | +11.34% | |
| 1Y Return | +20.70% | +14.63% | |
| 3Y Return (annualized) | +22.10% | - | |
| 5Y Return (annualized) | +13.40% | - | |
| Volatility (annualized) | 15.1% | 13.2% | |
| Max Drawdown | -56.5% | -10.6% | |
| Fund Family | iShares by BlackRock (US) | Long Pond Capital | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 4, 2025 |
IVV vs LPRE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Long Pond Real Estate Select ETF (LPRE) is a ETF from Long Pond Capital. Over the past year IVV returned +20.70% while LPRE returned +14.63%. Year to date, IVV is up 12.96% versus a gain of 11.34% for LPRE.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.2% for LPRE. 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 -10.6% for LPRE. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while LPRE charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.11% for LPRE.
Holdings Overlap
IVV and LPRE share 14 holdings out of 516 unique holdings combined, representing a 1.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or LPRE?
IVV has an expense ratio of 0.03% while LPRE charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, IVV or LPRE?
Over the past year IVV returned +20.70% vs +14.63% for LPRE, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.01% vs +20.46% for LPRE. Past performance does not guarantee future results.
Which is riskier, IVV or LPRE?
IVV has been the more volatile fund at 15.1% annualized versus 13.2% for LPRE. Worst drawdown: IVV -56.5% vs LPRE -10.6%.
Should I hold both IVV and LPRE?
IVV and LPRE have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LPRE?
IVV and LPRE share 14 common holdings with a 1.0% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, IVV or LPRE?
IVV yields 1.10% while LPRE yields 1.11%, so LPRE currently pays the higher dividend yield.
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