IVV vs JABS

IVV vs JABS

Which is better, IVV or JABS?

Large Cap Blend against Investment Grade Bond.

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

MetricIVVJABS
Expense Ratio0.03%Best0.33%
AUM$876.4B-
Dividend Yield1.06%5.41%
Holdings508141
YTD Return+12.51%Best+1.98%
1Y Return+17.57%Best+3.06%
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.95%-
Volatility (annualized)12.4%1.4%Best
Max Drawdown-8.9%-1.0%Best
$10,000 over 1.1 years$12,117Best$10,423
Fund FamilyiShares by BlackRock (US)Janus Henderson Investors
CategoryEquityFixed Income
StyleLarge Cap BlendInvestment Grade Bond
InceptionMay 15, 2000Jul 22, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 23, 2025 to Sep 11, 2026 (1.1 years).

IVV vs JABS 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 1.1 years both funds cover.

IVV vs JABS Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Janus Henderson Asset-Backed Securities ETF (JABS) is an ETF from Janus Henderson Investors. Over the past year IVV returned +17.57% while JABS returned +3.06%. Year to date, IVV is up 12.51% versus a gain of 1.98% for JABS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 1.4% for JABS. 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 -8.9% for IVV and -1.0% for JABS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.28. They move largely independently of each other.

Fees and Cost Over Time

IVV charges 0.03% per year while JABS charges 0.33%. On a $10,000 position that is $3 vs $33 annually, a gap of $30 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.41% for JABS.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 20 in JABS, totalling 100.0% and 12.7% 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 505 positions we hold weights for in IVV and 20 in JABS, against full books of 508 and 141.

You are not choosing between two funds in isolation.

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

IVVJABS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or JABS?

IVV has an expense ratio of 0.03% while JABS charges 0.33%. IVV is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, IVV or JABS?

Over the past year IVV returned +17.57% vs +3.06% for JABS, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +19.07% vs +3.84% for JABS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or JABS?

IVV has been the more volatile fund at 12.4% annualized versus 1.4% for JABS. Worst drawdown: IVV -8.9% vs JABS -1.0%.

Should I hold both IVV and JABS?

IVV and JABS have a monthly-return correlation of 0.28, 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, IVV or JABS?

IVV yields 1.06% while JABS yields 5.41%, so JABS currently pays the higher dividend yield.

Is JABS better than IVV?

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.