LIFIX vs. IVV
Compare and contrast key facts about Lord Abbett Inflation Focused Fund (LIFIX) and iShares Core S&P 500 ETF (IVV).
LIFIX is managed by Lord Abbett. It was launched on Apr 28, 2011. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
LIFIX vs. IVV - Performance Comparison
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LIFIX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIFIX Lord Abbett Inflation Focused Fund | -0.03% | 7.16% | 4.81% | 3.87% | -5.34% | 10.43% | 6.05% | 5.17% | -1.06% | 1.46% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, LIFIX achieves a -0.03% return, which is significantly higher than IVV's -4.38% return. Over the past 10 years, LIFIX has underperformed IVV with an annualized return of 3.79%, while IVV has yielded a comparatively higher 14.02% annualized return.
LIFIX
- 1D
- 0.26%
- 1M
- -1.01%
- YTD
- -0.03%
- 6M
- 0.24%
- 1Y
- 3.79%
- 3Y*
- 4.34%
- 5Y*
- 3.16%
- 10Y*
- 3.79%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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LIFIX vs. IVV - Expense Ratio Comparison
LIFIX has a 0.47% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
LIFIX vs. IVV — Risk / Return Rank
LIFIX
IVV
LIFIX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Inflation Focused Fund (LIFIX) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LIFIX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.97 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.42 | 1.49 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.53 | +0.58 |
Martin ratioReturn relative to average drawdown | 10.26 | 7.32 | +2.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LIFIX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.97 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.70 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.78 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.42 | +0.05 |
Correlation
The correlation between LIFIX and IVV is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LIFIX vs. IVV - Dividend Comparison
LIFIX's dividend yield for the trailing twelve months is around 4.52%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIFIX Lord Abbett Inflation Focused Fund | 4.52% | 4.94% | 4.17% | 3.88% | 2.77% | 2.55% | 3.77% | 4.15% | 4.18% | 3.96% | 4.43% | 4.42% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
LIFIX vs. IVV - Drawdown Comparison
The maximum LIFIX drawdown since its inception was -18.02%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LIFIX and IVV.
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Drawdown Indicators
| LIFIX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.02% | -55.25% | +37.23% |
Max Drawdown (1Y)Largest decline over 1 year | -2.11% | -12.06% | +9.95% |
Max Drawdown (5Y)Largest decline over 5 years | -8.49% | -24.53% | +16.04% |
Max Drawdown (10Y)Largest decline over 10 years | -18.02% | -33.90% | +15.88% |
Current DrawdownCurrent decline from peak | -1.01% | -6.26% | +5.25% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -10.85% | +7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.44% | 2.53% | -2.09% |
Volatility
LIFIX vs. IVV - Volatility Comparison
The current volatility for Lord Abbett Inflation Focused Fund (LIFIX) is 0.79%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. This indicates that LIFIX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIFIX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.79% | 5.30% | -4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 1.58% | 9.45% | -7.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 18.31% | -15.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.03% | 16.89% | -12.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.55% | 18.04% | -13.49% |