IVV vs LSCP
iShares Core S&P 500 ETF vs Natixis Loomis Sayles Dynamic Core Plus ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | LSCP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.39% | |
| AUM | $907.0B | $52M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 211 | |
| YTD Return | +12.28% | -0.83% | |
| 1Y Return | +20.94% | - | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -1.8% | |
| Fund Family | iShares by BlackRock (US) | Natixis Funds | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jun 24, 2026 |
IVV vs LSCP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP) is a ETF from Natixis Funds. Year to date, IVV is up 12.28% versus a loss of 0.83% for LSCP.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.8% for LSCP. 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 LSCP charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for LSCP.
Holdings Overlap
IVV and LSCP share 1 holdings out of 715 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in LSCP | Difference |
|---|---|---|---|
| CNP | 0.04% | 0.08% | 0.04% |
Frequently Asked Questions
Which is cheaper, IVV or LSCP?
IVV has an expense ratio of 0.03% while LSCP charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between IVV and LSCP?
IVV and LSCP share 1 common holdings with a 0.0% weight overlap. Combined, they hold 715 unique securities.
Which pays a higher dividend, IVV or LSCP?
IVV yields 1.10% while LSCP yields 0.00%, so IVV currently pays the higher dividend yield.
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