IVV vs LVIG

IVV vs LVIG
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVLVIGWinner
Expense Ratio0.03%0.34%
AUM$907.0B$111M
Dividend Yield1.10%0.00%
Holdings5082
YTD Return+12.76%-1.05%
1Y Return+20.63%-
3Y Return (annualized)+21.71%-
5Y Return (annualized)+12.87%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.6%
Fund FamilyiShares by BlackRock (US)Longview Funds
CategoryEquityFixed Income
InceptionMay 15, 2000Mar 9, 2026

IVV vs LVIG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Longview Advantage Fixed Income ETF (LVIG) is a ETF from Longview Funds. Year to date, IVV is up 12.76% versus a loss of 1.05% for LVIG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.6% for LVIG. 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 LVIG charges 0.34%. On a $10,000 position that is $3 vs $34 annually, a gap of $31 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for LVIG.

Holdings Overlap

0.0%overlap

IVV and LVIG share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or LVIG?

IVV has an expense ratio of 0.03% while LVIG charges 0.34%. IVV is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

What is the holdings overlap between IVV and LVIG?

IVV and LVIG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, IVV or LVIG?

IVV yields 1.10% while LVIG yields 0.00%, so IVV currently pays the higher dividend yield.

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