IVV vs JADB

IVV vs JADB

Which is better, IVV or JADB?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: 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

MetricIVVJADB
Expense Ratio0.03%Best0.25%
AUM$876.4B$4M
Dividend Yield1.06%0.00%
Holdings5085
YTD Return+12.39%Best+3.15%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Fund FamilyiShares by BlackRock (US)Aptus ETFs
CategoryEquityAlternative
StyleLarge Cap Blend-
InceptionMay 15, 2000May 5, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs JADB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs JADB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Aptus January Deep Buffer ETF (JADB) is an ETF from Aptus ETFs. Year to date, IVV is up 12.39% versus a gain of 3.15% for JADB.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while JADB charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for JADB.

You are not choosing between two funds in isolation.

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

IVVJADB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or JADB?

IVV has an expense ratio of 0.03% while JADB charges 0.25%. IVV is the cheaper option, by $22 a year on a $10,000 investment.

Which pays a higher dividend, IVV or JADB?

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

Is JADB better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.