IJAN vs IVV

IJAN vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIJANIVVWinner
Expense Ratio0.85%0.03%
AUM$262M$907.0B
Dividend Yield0.00%1.10%
Holdings6508
YTD Return+7.05%+12.28%
1Y Return+11.61%+20.94%
3Y Return (annualized)+11.14%+21.81%
5Y Return (annualized)+7.71%+13.05%
Volatility (annualized)10.4%15.1%
Max Drawdown-22.7%-56.5%
Fund FamilyInnovator ETFs TrustiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJan 1, 2020May 15, 2000

IJAN vs IVV Performance

Innovator International Developed Power Buffer ETF - January (IJAN) is a ETF from Innovator ETFs Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IJAN returned +11.61% while IVV returned +20.94%. Year to date, IJAN is up 7.05% versus a gain of 12.28% for IVV.

Over three years, IJAN compounded at +11.14% per year against +21.81% for IVV; over five years the annualized figures are +7.71% and +13.05% respectively. Across the full 7-year window we track, IJAN has the edge at +7.10% annualized vs +6.98%. 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 10.4% for IJAN. 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 -22.7% for IJAN 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IJAN charges 0.85% per year while IVV charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, IJAN currently yields 0.00% against 1.10% for IVV.

Frequently Asked Questions

Which is cheaper, IJAN or IVV?

IJAN has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, IJAN or IVV?

Over the past year IJAN returned +11.61% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IJAN annualized +7.10% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, IJAN or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 10.4% for IJAN. Worst drawdown: IJAN -22.7% vs IVV -56.5%.

Should I hold both IJAN and IVV?

IJAN and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IJAN or IVV?

IJAN yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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