IVV vs JBND
iShares Core S&P 500 ETF vs JPMorgan Active Bond ETF
Which is better, IVV or JBND?
IVV has been ahead.
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 | JBND |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.25% |
| AUM | $876.4B | $8.6B |
| Dividend Yield | 1.06% | 4.47% |
| Holdings | 508 | 1,758 |
| YTD Return | +11.57%Best | -0.94% |
| 1Y Return | +17.57%Best | -0.07% |
| 3Y Return (annualized) | +20.71%Best | +6.15% |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.5% | 5.4%Best |
| Max Drawdown | -18.8% | -4.5%Best |
| $10,000 over 2.9 years | $18,065Best | $11,890 |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | - |
| Inception | May 15, 2000 | Oct 11, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 12, 2023 to Sep 10, 2026 (2.9 years).
IVV vs JBND 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 2.9 years both funds cover.
IVV vs JBND Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Active Bond ETF (JBND) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +17.57% while JBND returned -0.07%. Year to date, IVV is up 11.57% versus a loss of 0.94% for JBND.
Over three years, IVV compounded at +20.71% per year against +6.15% for JBND.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 5.4% for JBND. 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 -4.5% for JBND. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while JBND 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 4.47% for JBND.
Holdings Overlap
At least 0.1% of IVV's money is in holdings JBND also owns.
Stated as a floor: for JBND, our book for it covers 3.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 505 positions we hold weights for in IVV and 47 in JBND, against full books of 508 and 1,758.
You are not choosing between two funds in isolation.
Whichever of IVV and JBND 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 JBND?
IVV has an expense ratio of 0.03% while JBND charges 0.25%. IVV is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, IVV or JBND?
Over the past year IVV returned +17.57% vs -0.07% for JBND, 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 JBND?
IVV has been the more volatile fund at 12.5% annualized versus 5.4% for JBND. Worst drawdown: IVV -18.8% vs JBND -4.5%.
Should I hold both IVV and JBND?
IVV and JBND have a monthly-return correlation of 0.47, 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 JBND?
IVV yields 1.06% while JBND yields 4.47%, so JBND currently pays the higher dividend yield.
Is JBND 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.