LVLN vs VOO
State Street SPDR S&P Leveraged Loan ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LVLN | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.03% | |
| AUM | $49M | $979.0B | |
| Dividend Yield | 3.72% | 1.09% | |
| Holdings | 6 | 509 | |
| YTD Return | +2.24% | +13.72% | |
| 1Y Return | - | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -2.3% | -34.3% | |
| Fund Family | SPDR State Street Global Advisors | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 17, 2025 | Sep 7, 2010 |
LVLN vs VOO Performance
State Street SPDR S&P Leveraged Loan ETF (LVLN) is a ETF from SPDR State Street Global Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, LVLN is up 2.24% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for LVLN and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
LVLN charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, LVLN currently yields 3.72% against 1.09% for VOO.
Holdings Overlap
LVLN and VOO share 0 holdings out of 511 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, LVLN or VOO?
LVLN has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
What is the holdings overlap between LVLN and VOO?
LVLN and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, LVLN or VOO?
LVLN yields 3.72% while VOO yields 1.09%, so LVLN currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.