IVV vs LADM
iShares Core S&P 500 ETF vs Pacer Swan SOS Laddered Moderate ETF
Which is better, IVV or LADM?
Large Cap Blend against Tactical Allocation.
IVV has a lower expense ratio. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 82.6%.
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 | LADM |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.59% |
| AUM | $896.5B | $2M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 28 |
| YTD Return | +13.59%Best | +3.25% |
| 1Y Return | +17.54% | - |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Top 10 Weight | 38.9%Best | 82.6% |
| Fund Family | iShares by BlackRock (US) | Pacer ETFs |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Blend | Tactical Allocation |
| Inception | May 15, 2000 | Jun 25, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs LADM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs LADM Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Pacer Swan SOS Laddered Moderate ETF (LADM) is an ETF from Pacer ETFs. Year to date, IVV is up 13.59% versus a gain of 3.25% for LADM.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while LADM charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for LADM.
Holdings Overlap
We hold position weights for 506 holdings in IVV and 12 in LADM, totalling 99.9% and 99.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 506 positions we hold weights for in IVV and 12 in LADM, against full books of 508 and 28.
What only one of them owns
Our book lists 12 positions for LADM that do not appear in our book for IVV (99.0% of the fund), and 500 for IVV that do not appear in LADM (99.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IVV and LADM 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 LADM?
IVV has an expense ratio of 0.03% while LADM charges 0.59%. IVV is the cheaper option, by $56 a year on a $10,000 investment.
Which pays a higher dividend, IVV or LADM?
IVV yields 1.10% while LADM yields 0.00%, so IVV currently pays the higher dividend yield.
Is LADM better than IVV?
IVV has a lower expense ratio. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 82.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.