IVV vs LSST
iShares Core S&P 500 ETF vs Natixis Loomis Sayles Short Duration Income ETF
Which is better, IVV or LSST?
Large Cap Blend against Short Term Bond.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | LSST |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.35% |
| AUM | $876.4B | $15M |
| Dividend Yield | 1.06% | 4.59% |
| Holdings | 508 | 235 |
| Volatility (annualized) | 17.2% | 2.4%Best |
| Max Drawdown | -33.9% | -6.2%Best |
| $10,000 over 6.8 years | $22,357Best | $11,939 |
| Fund Family | iShares by BlackRock (US) | Natixis Funds |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Short Term Bond |
| Inception | May 15, 2000 | Dec 27, 2017 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 678 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 10, 2026 and LSST through Nov 1, 2024.
Volatility and max drawdown, and the $10,000 over 6.8 years row, are measured over the window both funds cover: Dec 28, 2017 to Nov 1, 2024 (6.8 years).
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 2.4% for LSST. 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 -33.9% for IVV and -6.2% for LSST. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while LSST charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.59% for LSST.
You are not choosing between two funds in isolation.
Whichever of IVV and LSST 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 LSST?
IVV has an expense ratio of 0.03% while LSST charges 0.35%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which is riskier, IVV or LSST?
IVV has been the more volatile fund at 17.2% annualized versus 2.4% for LSST. Worst drawdown: IVV -33.9% vs LSST -6.2%.
Should I hold both IVV and LSST?
IVV and LSST have a monthly-return correlation of 0.54, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or LSST?
IVV yields 1.06% while LSST yields 4.59%, so LSST currently pays the higher dividend yield.
Is LSST better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.