IVV vs JADE
iShares Core S&P 500 ETF vs JPMorgan Active Developing Markets Equity ETF
Which is better, IVV or JADE?
JADE has been ahead.
IVV has a lower expense ratio. JADE led over 1Y and the full window. JADE is less concentrated, with 35.7% 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 | IVV | JADE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.65% |
| AUM | $886.7B | $32M |
| Dividend Yield | 1.10% | 1.89% |
| Holdings | 508 | 148 |
| YTD Return | +13.39% | +26.57%Best |
| 1Y Return | +20.08% | +48.50%Best |
| 3Y Return (annualized) | +21.29% | - |
| 5Y Return (annualized) | +12.88% | - |
| Volatility (annualized) | 11.7%Best | 15.1% |
| Max Drawdown | -18.8% | -16.7%Best |
| $10,000 over 2.3 years | $14,966 | $17,558Best |
| Top 10 Weight | 37.9% | 35.7%Best |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | May 16, 2024 |
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 17, 2024 to Sep 4, 2026 (2.3 years).
IVV vs JADE 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.
IVV vs JADE Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Active Developing Markets Equity ETF (JADE) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +20.08% while JADE returned +48.50%. Year to date, IVV is up 13.39% versus a gain of 26.57% for JADE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JADE has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.7% for IVV. 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 -18.8% for IVV and -16.7% for JADE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while JADE charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.89% for JADE.
Holdings Overlap
0.1% of IVV's money is in holdings JADE also owns. 0.3% of JADE's money is in holdings IVV also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 505 positions we hold weights for in IVV and 132 in JADE, against full books of 508 and 148.
What only one of them owns
Our book lists 7 positions for JADE that do not appear in our book for IVV (3.1% of the fund), and 496 for IVV that do not appear in JADE (99.2%).
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.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JADE | Difference |
|---|---|---|---|
| MPWRMonolithic Power Systems Inc | 0.10% | 0.26% | 0.16% |
You are not choosing between two funds in isolation.
Whichever of IVV and JADE 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, IVV or JADE?
IVV has an expense ratio of 0.03% while JADE charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, IVV or JADE?
Over the past year IVV returned +20.08% vs +48.50% for JADE, so JADE leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +19.16% vs +27.73% for JADE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JADE?
JADE has been the more volatile fund at 15.1% annualized versus 11.7% for IVV. Worst drawdown: IVV -18.8% vs JADE -16.7%.
Should I hold both IVV and JADE?
IVV and JADE have a monthly-return correlation of 0.64, 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 JADE?
IVV yields 1.10% while JADE yields 1.89%, so JADE currently pays the higher dividend yield.
Is JADE better than IVV?
IVV has a lower expense ratio. JADE led over 1Y and the full window. JADE is less concentrated, with 35.7% 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.