IVV vs LSAT
iShares Core S&P 500 ETF vs LeaderShares AlphaFactor Tactical Focused ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | LSAT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.99% | |
| AUM | $865.2B | $65M | |
| Dividend Yield | 1.09% | 1.65% | |
| Holdings | 508 | 34 | |
| YTD Return | +13.43% | +19.10% | |
| 1Y Return | +22.61% | +18.32% | |
| 3Y Return (annualized) | +21.47% | +11.16% | |
| 5Y Return (annualized) | +13.26% | +7.01% | |
| Volatility (annualized) | 15.1% | 15.3% | |
| Max Drawdown | -56.5% | -20.5% | |
| Fund Family | iShares by BlackRock (US) | LeaderShares | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Oct 26, 2020 |
IVV vs LSAT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and LeaderShares AlphaFactor Tactical Focused ETF (LSAT) is a ETF from LeaderShares. Over the past year IVV returned +22.61% while LSAT returned +18.32%. Year to date, IVV is up 13.43% versus a gain of 19.10% for LSAT.
Over three years, IVV compounded at +21.47% per year against +11.16% for LSAT; over five years the annualized figures are +13.26% and +7.01% respectively. Across the full 6-year window we track, LSAT has the edge at +13.38% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LSAT has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.1% for IVV. 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 -20.5% for LSAT. 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 0.71. 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 1.09% against 1.65% for LSAT.
Holdings Overlap
IVV and LSAT share 8 holdings out of 527 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $96 per year of difference.
Which performed better, IVV or LSAT?
Over the past year IVV returned +22.61% vs +18.32% for LSAT, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.03% vs +13.38% for LSAT. Past performance does not guarantee future results.
Which is riskier, IVV or LSAT?
LSAT has been the more volatile fund at 15.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs LSAT -20.5%.
Should I hold both IVV and LSAT?
IVV and LSAT have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and LSAT?
IVV and LSAT share 8 common holdings with a 0.4% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, IVV or LSAT?
IVV yields 1.09% while LSAT yields 1.65%, so LSAT currently pays the higher dividend yield.
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