LIFLX vs. IVV
Compare and contrast key facts about Lord Abbett Focused Large Cap Value Fund (LIFLX) and iShares Core S&P 500 ETF (IVV).
LIFLX is managed by Lord Abbett. It was launched on Jul 31, 2019. 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
LIFLX vs. IVV - Performance Comparison
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LIFLX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LIFLX Lord Abbett Focused Large Cap Value Fund | -3.84% | 19.02% | 21.38% | 14.33% | -9.71% | 28.30% | 5.17% | 5.19% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 9.11% |
Returns By Period
In the year-to-date period, LIFLX achieves a -3.84% return, which is significantly higher than IVV's -4.38% return.
LIFLX
- 1D
- 0.13%
- 1M
- -6.78%
- YTD
- -3.84%
- 6M
- -1.61%
- 1Y
- 14.62%
- 3Y*
- 16.99%
- 5Y*
- 9.95%
- 10Y*
- —
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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LIFLX vs. IVV - Expense Ratio Comparison
LIFLX has a 0.68% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
LIFLX vs. IVV — Risk / Return Rank
LIFLX
IVV
LIFLX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Focused Large Cap Value Fund (LIFLX) 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.
| LIFLX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.97 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.49 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.53 | -0.41 |
Martin ratioReturn relative to average drawdown | 4.94 | 7.32 | -2.38 |
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
| LIFLX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.97 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.70 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.42 | +0.05 |
Correlation
The correlation between LIFLX and IVV is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LIFLX vs. IVV - Dividend Comparison
LIFLX's dividend yield for the trailing twelve months is around 0.69%, less than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIFLX Lord Abbett Focused Large Cap Value Fund | 0.69% | 0.66% | 2.21% | 0.00% | 38.99% | 27.93% | 6.48% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% |
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
LIFLX vs. IVV - Drawdown Comparison
The maximum LIFLX drawdown since its inception was -47.12%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LIFLX and IVV.
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Drawdown Indicators
| LIFLX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.12% | -55.25% | +8.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -12.06% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -22.94% | -24.53% | +1.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -8.11% | -6.26% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -10.85% | +4.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.53% | +0.19% |
Volatility
LIFLX vs. IVV - Volatility Comparison
The current volatility for Lord Abbett Focused Large Cap Value Fund (LIFLX) is 3.72%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. This indicates that LIFLX 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
| LIFLX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 5.30% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 9.45% | -1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.81% | 18.31% | -2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 16.89% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.77% | 18.04% | +5.73% |