IVV vs LQ
iShares Core S&P 500 ETF vs Simplify Tax Aware Alternatives ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | LQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.15% | |
| AUM | $865.2B | $2M | |
| Dividend Yield | 1.09% | 0.21% | |
| Holdings | 508 | 0 | |
| YTD Return | +14.50% | -3.48% | |
| 1Y Return | +22.02% | - | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -6.6% | |
| Fund Family | iShares by BlackRock (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | May 4, 2026 |
IVV vs LQ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Simplify Tax Aware Alternatives ETF (LQ) is a ETF from Simplify Exchange Traded Funds. Year to date, IVV is up 14.50% versus a loss of 3.48% for LQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -6.6% for LQ. 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 LQ charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.21% for LQ.
Frequently Asked Questions
Which is cheaper, IVV or LQ?
IVV has an expense ratio of 0.03% while LQ charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which pays a higher dividend, IVV or LQ?
IVV yields 1.09% while LQ yields 0.21%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.