IVV vs JANB

IVV vs JANB
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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

MetricIVVJANBWinner
Expense Ratio0.03%0.25%
AUM$886.7B$92M
Dividend Yield1.10%0.00%
Holdings5085
YTD Return+12.92%+8.58%
1Y Return+21.22%+11.60%
3Y Return (annualized)+20.95%-
5Y Return (annualized)+12.76%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-6.5%
Fund FamilyiShares by BlackRock (US)Aptus ETFs
CategoryEquityAlternative
InceptionMay 15, 2000Oct 13, 2025

IVV vs JANB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Aptus January Buffer ETF (JANB) is a ETF from Aptus ETFs. Over the past year IVV returned +21.22% while JANB returned +11.60%. Year to date, IVV is up 12.92% versus a gain of 8.58% for JANB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -6.5% for JANB. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while JANB 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 1.10% against 0.00% for JANB.

Frequently Asked Questions

Which is cheaper, IVV or JANB?

IVV has an expense ratio of 0.03% while JANB charges 0.25%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, IVV or JANB?

Over the past year IVV returned +21.22% vs +11.60% for JANB, so IVV leads on 1-year performance. Past performance does not guarantee future results.

Which pays a higher dividend, IVV or JANB?

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

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