IVV vs JANT
iShares Core S&P 500 ETF vs AllianzIM US Equity Buffer10 Jan ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | JANT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.74% | |
| AUM | $865.2B | $60M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 5 | |
| YTD Return | +13.72% | +9.15% | |
| 1Y Return | +21.64% | +15.91% | |
| 3Y Return (annualized) | +21.55% | +15.80% | |
| 5Y Return (annualized) | +13.27% | +10.29% | |
| Volatility (annualized) | 15.1% | 10.5% | |
| Max Drawdown | -56.5% | -16.2% | |
| Fund Family | iShares by BlackRock (US) | AllianzIM | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 31, 2020 |
IVV vs JANT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AllianzIM US Equity Buffer10 Jan ETF (JANT) is a ETF from AllianzIM. Over the past year IVV returned +21.64% while JANT returned +15.91%. Year to date, IVV is up 13.72% versus a gain of 9.15% for JANT.
Over three years, IVV compounded at +21.55% per year against +15.80% for JANT; over five years the annualized figures are +13.27% and +10.29% respectively. Across the full 6-year window we track, JANT has the edge at +11.21% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.5% for JANT. 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 -56.5% for IVV and -16.2% for JANT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while JANT charges 0.74%. On a $10,000 position that is $3 vs $74 annually, a gap of $71 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for JANT.
Frequently Asked Questions
Which is cheaper, IVV or JANT?
IVV has an expense ratio of 0.03% while JANT charges 0.74%. IVV is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, IVV or JANT?
Over the past year IVV returned +21.64% vs +15.91% for JANT, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.04% vs +11.21% for JANT. Past performance does not guarantee future results.
Which is riskier, IVV or JANT?
IVV has been the more volatile fund at 15.1% annualized versus 10.5% for JANT. Worst drawdown: IVV -56.5% vs JANT -16.2%.
Should I hold both IVV and JANT?
IVV and JANT have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
Which pays a higher dividend, IVV or JANT?
IVV yields 1.09% while JANT yields 0.00%, so IVV currently pays the higher dividend yield.
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