IVV vs LVDS
iShares Core S&P 500 ETF vs JPMorgan Fundamental Data Science Large Value ETF
Which is better, IVV or LVDS?
Large Cap Blend against Large Cap Value.
IVV has a lower expense ratio. LVDS led over 1Y and the full window. LVDS is less concentrated, with 29.7% of the fund in its ten largest positions against 37.8%.
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 | LVDS |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.30% |
| AUM | $876.4B | $114M |
| Dividend Yield | 1.06% | 7.37% |
| Holdings | 508 | 133 |
| YTD Return | +14.14% | +19.31%Best |
| 1Y Return | +17.30% | +24.57%Best |
| 3Y Return (annualized) | +23.04% | - |
| 5Y Return (annualized) | +13.63% | - |
| Volatility (annualized) | 12.3% | 10.6%Best |
| Max Drawdown | -8.9% | -6.6%Best |
| $10,000 over 1.2 years | $12,580 | $12,851Best |
| Top 10 Weight | 37.8% | 29.7%Best |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 15, 2000 | Jul 11, 2025 |
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 14, 2025 to Sep 22, 2026 (1.2 years).
IVV vs LVDS 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 1.2 years both funds cover.
IVV vs LVDS Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Fundamental Data Science Large Value ETF (LVDS) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +17.30% while LVDS returned +24.57%. Year to date, IVV is up 14.14% versus a gain of 19.31% for LVDS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 10.6% for LVDS. 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 -8.9% for IVV and -6.6% for LVDS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while LVDS charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 7.37% for LVDS.
Holdings Overlap
45.5% of IVV's money is in holdings LVDS also owns. 92.1% of LVDS's money is in holdings IVV also owns.
Most of LVDS is already inside IVV. Owning both mostly buys the same companies twice.
115 positions in common, counted across the 490 positions we hold weights for in IVV and 131 in LVDS, against full books of 508 and 133.
What only one of them owns
Measured across the 490 and 131 positions we hold weights for.
IVV holds 367 positions LVDS does not, 53.1% of the fund.
Largest: NVDA 8.07%, GOOGL 3.00%, AVGO 2.65%, GOOG 2.39%, TSLA 1.56%
Top Shared Holdings
| Stock | Weight in IVV | Weight in LVDS | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.02% | 5.01% | 2.01% |
| MSFTMicrosoft Corp | 5.69% | 5.67% | 0.02% |
| AMZNAmazon.Com Inc | 3.84% | 6.49% | 2.65% |
| XOMExxon Mobil Corp. | 1.01% | 2.34% | 1.33% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.39% | 1.70% | 0.31% |
| METAMeta Platforms Inc | 1.90% | 0.99% | 0.91% |
| ABBVAbbvie Inc. | 0.68% | 1.84% | 1.16% |
| JNJJohnson & Johnson - Common | 0.97% | 1.44% | 0.47% |
| VZVerizon Communic | 0.32% | 2.03% | 1.71% |
| MUMicron Technology, Inc. | 1.63% | 0.42% | 1.21% |
92.1% of LVDS 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 LVDS?
IVV has an expense ratio of 0.03% while LVDS charges 0.30%. IVV is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, IVV or LVDS?
Over the past year IVV returned +17.30% vs +24.57% for LVDS, so LVDS leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +21.08% vs +23.25% for LVDS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LVDS?
IVV has been the more volatile fund at 12.3% annualized versus 10.6% for LVDS. Worst drawdown: IVV -8.9% vs LVDS -6.6%.
Should I hold both IVV and LVDS?
IVV and LVDS have a monthly-return correlation of 0.64, 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 LVDS?
92.1% of LVDS's money is in holdings IVV also owns. 92.1% of LVDS's is in holdings IVV also owns. They hold 115 positions in common, counted across the 490 positions we hold weights for in IVV and 131 in LVDS.
Which pays a higher dividend, IVV or LVDS?
IVV yields 1.06% while LVDS yields 7.37%, so LVDS currently pays the higher dividend yield.
Is LVDS better than IVV?
IVV has a lower expense ratio. LVDS led over 1Y and the full window. LVDS is less concentrated, with 29.7% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.