IVV vs LSCP

IVV vs LSCP

Which is better, IVV or LSCP?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVLSCP
Expense Ratio0.03%Best0.39%
AUM$896.5B$50M
Dividend Yield1.10%0.90%
Holdings508408
YTD Return+13.59%Best-3.81%
1Y Return+17.54%-
3Y Return (annualized)+22.46%-
5Y Return (annualized)+13.28%-
Fund FamilyiShares by BlackRock (US)Natixis Funds
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionMay 15, 2000Jun 24, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs LSCP 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 LSCP Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP) is an ETF from Natixis Funds. Year to date, IVV is up 13.59% versus a loss of 3.81% for LSCP.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while LSCP charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.90% for LSCP.

Holdings Overlap

IVV already in LSCP0.1%

At least 0.1% of IVV's money is in holdings LSCP also owns.

Stated as a floor: for LSCP, our book for it covers 4.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

3 positions in common, counted across the 506 positions we hold weights for in IVV and 31 in LSCP, against full books of 508 and 408.

Top Shared Holdings

StockWeight in IVVWeight in LSCPDifference
DVNDevon Energy Corp.0.08%0.10%0.02%
IRMIron Mtn Inc New Com Npv0.05%0.06%0.01%
AESA E S Corporation, The0.02%0.05%0.03%

You are not choosing between two funds in isolation.

Whichever of IVV and LSCP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVLSCP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or LSCP?

IVV has an expense ratio of 0.03% while LSCP charges 0.39%. IVV is the cheaper option, by $36 a year on a $10,000 investment.

Which pays a higher dividend, IVV or LSCP?

IVV yields 1.10% while LSCP yields 0.90%, so IVV currently pays the higher dividend yield.

Is LSCP better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.