IJUN vs IVV

IJUN vs IVV

Which is better, IJUN or IVV?

Multi Alternative against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricIJUNIVV
Expense Ratio0.85%0.03%Best
AUM$82M$876.4B
Dividend Yield0.00%1.06%
Holdings12508
YTD Return+8.10%+12.27%Best
1Y Return+11.56%+17.04%Best
3Y Return (annualized)-+21.24%
5Y Return (annualized)-+13.08%
Volatility (annualized)6.4%Best11.9%
Max Drawdown-7.3%Best-18.8%
$10,000 over 2.3 years$12,582$14,897Best
Fund FamilyInnovator ETFs TrustiShares by BlackRock (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJun 3, 2024May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 3, 2024 to Sep 17, 2026 (2.3 years).

IJUN 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 2.3 years both funds cover.

IJUN vs IVV Performance

Innovator International Developed Power Buffer ETF - June (IJUN) is an ETF from Innovator ETFs Trust and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year IJUN returned +11.56% while IVV returned +17.04%. Year to date, IJUN is up 8.10% versus a gain of 12.27% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 6.4% for IJUN. 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 -7.3% for IJUN and -18.8% 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 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IJUN 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, IJUN currently yields 0.00% against 1.06% for IVV.

You are not choosing between two funds in isolation.

Whichever of IJUN and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IJUNIVV

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Frequently Asked Questions

Which is cheaper, IJUN or IVV?

IJUN has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, IJUN or IVV?

Over the past year IJUN returned +11.56% vs +17.04% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IJUN annualized +10.50% vs +18.92% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IJUN or IVV?

IVV has been the more volatile fund at 11.9% annualized versus 6.4% for IJUN. Worst drawdown: IJUN -7.3% vs IVV -18.8%.

Should I hold both IJUN and IVV?

IJUN and IVV have a monthly-return correlation of 0.53, 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, IJUN or IVV?

IJUN yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than IJUN?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.