IVV vs LSAT
iShares Core S&P 500 ETF vs LeaderShares AlphaFactor Tactical Focused ETF
Which is better, IVV or LSAT?
Large Cap Blend against Tactical Allocation.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 39.0%.
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 | LSAT |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.99% |
| AUM | $876.4B | $65M |
| Dividend Yield | 1.06% | 1.62% |
| Holdings | 508 | 34 |
| YTD Return | +14.14% | +16.31%Best |
| 1Y Return | +17.30%Best | +11.01% |
| 3Y Return (annualized) | +23.04%Best | +12.20% |
| 5Y Return (annualized) | +13.63%Best | +7.41% |
| Volatility (annualized) | 15.4% | 15.3%Best |
| Max Drawdown | -24.5% | -20.5%Best |
| $10,000 over 5 years | $18,944Best | $14,296 |
| Top 10 Weight | 37.8%Best | 39.0% |
| Fund Family | iShares by BlackRock (US) | LeaderShares |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Blend | Tactical Allocation |
| Inception | May 15, 2000 | Oct 26, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Oct 27, 2020 to Sep 22, 2026 (5.9 years).
IVV vs LSAT 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 covers the 5.9 years both funds cover.
IVV vs LSAT Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and LeaderShares AlphaFactor Tactical Focused ETF (LSAT) is an ETF from LeaderShares. Over the past year IVV returned +17.30% while LSAT returned +11.01%. Year to date, IVV is up 14.14% versus a gain of 16.31% for LSAT.
Over three years, IVV compounded at +23.04% per year against +12.20% for LSAT; over five years the annualized figures are +13.63% and +7.41% respectively. Across the full 6-year window we track, IVV has the edge at +16.62% annualized vs +12.65%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 15.3% for LSAT. 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 -24.5% for IVV and -20.5% for LSAT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while LSAT charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.62% for LSAT.
Holdings Overlap
0.4% of IVV's money is in holdings LSAT also owns. 22.6% of LSAT's money is in holdings IVV also owns.
LSAT and IVV share little of their money.
7 positions in common, counted across the 490 positions we hold weights for in IVV and 30 in LSAT, against full books of 508 and 34.
What only one of them owns
Our book lists 19 positions for LSAT that do not appear in our book for IVV (64.0% of the fund), and 475 for IVV that do not appear in LSAT (98.3%).
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.
Top Shared Holdings
| Stock | Weight in IVV | Weight in LSAT | Difference |
|---|---|---|---|
| CFCf Industries Holdings Inc. | 0.03% | 3.71% | 3.68% |
| FTNTFortinet Inc | 0.16% | 3.53% | 3.37% |
| GDDYGodaddy Inc. Class A | 0.02% | 3.64% | 3.62% |
| AIGAmerican International Gr | 0.06% | 3.19% | 3.13% |
| SYFSynchrony Financial | 0.04% | 3.15% | 3.11% |
| FTVFortive Corp. | 0.03% | 3.02% | 2.99% |
| LUVSouthwest Airlines Co. | 0.03% | 2.35% | 2.32% |
22.6% of LSAT is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or LSAT?
IVV has an expense ratio of 0.03% while LSAT charges 0.99%. IVV is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, IVV or LSAT?
Over the past year IVV returned +17.30% vs +11.01% for LSAT, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +16.62% vs +12.65% for LSAT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LSAT?
IVV has been the more volatile fund at 15.4% annualized versus 15.3% for LSAT. Worst drawdown: IVV -24.5% vs LSAT -20.5%.
Should I hold both IVV and LSAT?
IVV and LSAT have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and LSAT?
22.6% of LSAT's money is in holdings IVV also owns. 22.6% of LSAT's is in holdings IVV also owns. They hold 7 positions in common, counted across the 490 positions we hold weights for in IVV and 30 in LSAT.
Which pays a higher dividend, IVV or LSAT?
IVV yields 1.06% while LSAT yields 1.62%, so LSAT currently pays the higher dividend yield.
Is LSAT better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 39.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.