BBJP vs IVV
JPMorgan BetaBuilders Japan ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BBJP delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BBJP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $19.6B | $907.0B | |
| Dividend Yield | 4.75% | 1.10% | |
| Holdings | 184 | 508 | |
| YTD Return | +19.32% | +14.29% | |
| 1Y Return | +28.30% | +21.79% | |
| 3Y Return (annualized) | +20.83% | +22.19% | |
| 5Y Return (annualized) | +10.14% | +13.28% | |
| Volatility (annualized) | 14.8% | 15.1% | |
| Max Drawdown | -32.7% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2018 | May 15, 2000 |
BBJP vs IVV Performance
JPMorgan BetaBuilders Japan ETF (BBJP) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBJP returned +28.30% while IVV returned +21.79%. Year to date, BBJP is up 19.32% versus a gain of 14.29% for IVV.
Over three years, BBJP compounded at +20.83% per year against +22.19% for IVV; over five years the annualized figures are +10.14% and +13.28% respectively. Across the full 8-year window we track, BBJP has the edge at +8.53% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.8% for BBJP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -32.7% for BBJP and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBJP charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, BBJP currently yields 4.75% against 1.10% for IVV.
Holdings Overlap
BBJP and IVV share 0 holdings out of 678 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, BBJP or IVV?
BBJP has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, BBJP or IVV?
Over the past year BBJP returned +28.30% vs +21.79% for IVV, so BBJP leads on 1-year performance. Over the longest common window we track (8 years), BBJP annualized +8.53% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, BBJP or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 14.8% for BBJP. Worst drawdown: BBJP -32.7% vs IVV -56.5%.
Should I hold both BBJP and IVV?
BBJP and IVV have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBJP and IVV?
BBJP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 678 unique securities.
Which pays a higher dividend, BBJP or IVV?
BBJP yields 4.75% while IVV yields 1.10%, so BBJP currently pays the higher dividend yield.
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