IVV vs LPSV
iShares Core S&P 500 ETF vs Lone Peak SMID Value ETF
Which is better, IVV or LPSV?
Large Cap Blend against Small Cap Value.
IVV has a lower expense ratio. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 52.3%.
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 | LPSV |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.70% |
| AUM | $896.5B | $477,462.13 |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 25 |
| YTD Return | +11.55%Best | -2.02% |
| 1Y Return | +12.43% | - |
| 3Y Return (annualized) | +23.41% | - |
| 5Y Return (annualized) | +12.01% | - |
| Top 10 Weight | 38.9%Best | 52.3% |
| Fund Family | iShares by BlackRock (US) | Lone Peak Global Investors, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Value |
| Inception | May 15, 2000 | Sep 14, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs LPSV 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 LPSV Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Lone Peak SMID Value ETF (LPSV) is an ETF from Lone Peak Global Investors, LLC. Year to date, IVV is up 11.55% versus a loss of 2.02% for LPSV.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while LPSV 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 LPSV.
Holdings Overlap
0.1% of IVV's money is in holdings LPSV also owns. 18.1% of LPSV's money is in holdings IVV also owns.
LPSV and IVV share little of their money.
5 positions in common, counted across the 506 positions we hold weights for in IVV and 25 in LPSV, against full books of 508 and 25.
What only one of them owns
Measured across the 506 and 25 positions we hold weights for.
IVV holds 495 positions LPSV does not, 99.3% of the fund.
Largest: NVDA 8.44%, AAPL 7.29%, MSFT 5.76%, AMZN 3.68%, GOOGL 3.00%
You are not choosing between two funds in isolation.
Whichever of IVV and LPSV 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 LPSV?
IVV has an expense ratio of 0.03% while LPSV charges 0.70%. IVV is the cheaper option, by $67 a year on a $10,000 investment.
What is the holdings overlap between IVV and LPSV?
18.1% of LPSV's money is in holdings IVV also owns. 18.1% of LPSV's is in holdings IVV also owns. They hold 5 positions in common, counted across the 506 positions we hold weights for in IVV and 25 in LPSV.
Which pays a higher dividend, IVV or LPSV?
IVV yields 1.10% while LPSV yields 0.00%, so IVV currently pays the higher dividend yield.
Is LPSV better than IVV?
IVV has a lower expense ratio. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 52.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.