BBJP vs IVV
JPMorgan BetaBuilders Japan ETF vs iShares Core S&P 500 ETF
Which is better, BBJP or IVV?
Each has led over a different period.
IVV has a lower expense ratio. BBJP led over 1Y, IVV over 3Y, 5Y and the full window. BBJP is less concentrated, with 28.8% of the fund in its ten largest positions against 37.9%.
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 | BBJP | IVV |
|---|---|---|
| Expense Ratio | 0.19% | 0.03%Best |
| AUM | $19.1B | $886.7B |
| Dividend Yield | 4.75% | 1.10% |
| Holdings | 178 | 508 |
| YTD Return | +19.48%Best | +13.39% |
| 1Y Return | +28.40%Best | +20.08% |
| 3Y Return (annualized) | +19.64% | +21.29%Best |
| 5Y Return (annualized) | +8.85% | +12.88%Best |
| Volatility (annualized) | 14.7%Best | 16.6% |
| Max Drawdown | -32.7%Best | -33.9% |
| $10,000 over 5 years | $15,281 | $18,327Best |
| Top 10 Weight | 28.8%Best | 37.9% |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 15, 2018 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Jun 19, 2018 to Sep 4, 2026 (8.2 years).
BBJP vs IVV 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 covers the 8.2 years both funds cover.
BBJP vs IVV Performance
JPMorgan BetaBuilders Japan ETF (BBJP) is an ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BBJP returned +28.40% while IVV returned +20.08%. Year to date, BBJP is up 19.48% versus a gain of 13.39% for IVV.
Over three years, BBJP compounded at +19.64% per year against +21.29% for IVV; over five years the annualized figures are +8.85% and +12.88% respectively. Across the full 8-year window we track, IVV has the edge at +14.31% annualized vs +8.49%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.7% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
We hold position weights for 173 holdings in BBJP and 505 in IVV, totalling 99.6% and 100.0% 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 173 positions we hold weights for in BBJP and 505 in IVV, against full books of 178 and 508.
What only one of them owns
Our book lists 497 positions for IVV that do not appear in our book for BBJP (99.3% of the fund), and 0 for BBJP that do not appear in IVV (0.0%).
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 BBJP and IVV 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, BBJP or IVV?
BBJP has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, BBJP or IVV?
Over the past year BBJP returned +28.40% vs +20.08% for IVV, so BBJP leads on 1-year performance. Over the longest common window we track (8 years), BBJP annualized +8.49% vs +14.31% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBJP or IVV?
IVV has been the more volatile fund at 16.6% annualized versus 14.7% for BBJP. Worst drawdown: BBJP -32.7% vs IVV -33.9%.
Should I hold both BBJP and IVV?
BBJP and IVV have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
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.
Is IVV better than BBJP?
IVV has a lower expense ratio. BBJP led over 1Y, IVV over 3Y, 5Y and the full window. BBJP is less concentrated, with 28.8% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.