IVV vs JBBB
iShares Core S&P 500 ETF vs Janus Henderson B-BBB CLO ETF
Which is better, IVV or JBBB?
Large Cap Blend against Bank Loan.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window.
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 | JBBB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.47% |
| AUM | $886.7B | $1.2B |
| Dividend Yield | 1.10% | 6.99% |
| Holdings | 508 | 264 |
| YTD Return | +13.39%Best | -0.31% |
| 1Y Return | +20.08%Best | +0.16% |
| 3Y Return (annualized) | +21.29%Best | +7.00% |
| 5Y Return (annualized) | +12.88% | - |
| Volatility (annualized) | 15.6% | 5.9%Best |
| Max Drawdown | -23.4% | -10.6%Best |
| $10,000 over 4.6 years | $17,339Best | $12,944 |
| Fund Family | iShares by BlackRock (US) | Janus Henderson Investors |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Bank Loan |
| Inception | May 15, 2000 | Jan 11, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Jan 12, 2022 to Sep 4, 2026 (4.6 years).
IVV vs JBBB 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 4.6 years both funds cover.
IVV vs JBBB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Janus Henderson B-BBB CLO ETF (JBBB) is an ETF from Janus Henderson Investors. Over the past year IVV returned +20.08% while JBBB returned +0.16%. Year to date, IVV is up 13.39% versus a loss of 0.31% for JBBB.
Over three years, IVV compounded at +21.29% per year against +7.00% for JBBB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 5.9% for JBBB. 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 -23.4% for IVV and -10.6% for JBBB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.42. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while JBBB charges 0.47%. On a $10,000 position that is $3 vs $47 annually, a gap of $44 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 6.99% for JBBB.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 7 in JBBB, totalling 100.0% and 6.1% 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 7 in JBBB, against full books of 508 and 264.
You are not choosing between two funds in isolation.
Whichever of IVV and JBBB 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 JBBB?
IVV has an expense ratio of 0.03% while JBBB charges 0.47%. IVV is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, IVV or JBBB?
Over the past year IVV returned +20.08% vs +0.16% for JBBB, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JBBB?
IVV has been the more volatile fund at 15.6% annualized versus 5.9% for JBBB. Worst drawdown: IVV -23.4% vs JBBB -10.6%.
Should I hold both IVV and JBBB?
IVV and JBBB have a monthly-return correlation of 0.42, 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 JBBB?
IVV yields 1.10% while JBBB yields 6.99%, so JBBB currently pays the higher dividend yield.
Is JBBB better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.