IVV vs JCHI
iShares Core S&P 500 ETF vs JPMorgan Active China ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JCHI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.15% | |
| AUM | $907.0B | $15M | |
| Dividend Yield | 1.10% | 1.78% | |
| Holdings | 508 | 54 | |
| YTD Return | +12.28% | -3.00% | |
| 1Y Return | +20.94% | +4.64% | |
| 3Y Return (annualized) | +21.81% | +10.69% | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 20.3% | |
| Max Drawdown | -56.5% | -29.6% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 15, 2023 |
IVV vs JCHI Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Active China ETF (JCHI) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +20.94% while JCHI returned +4.64%. Year to date, IVV is up 12.28% versus a loss of 3.00% for JCHI.
Over three years, IVV compounded at +21.81% per year against +10.69% for JCHI. Across the full 3-year window we track, IVV has the edge at +6.98% annualized vs +5.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JCHI has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 15.1% 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 -56.5% for IVV and -29.6% for JCHI. 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JCHI charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.78% for JCHI.
Holdings Overlap
IVV and JCHI share 0 holdings out of 555 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JCHI?
IVV has an expense ratio of 0.03% while JCHI charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, IVV or JCHI?
Over the past year IVV returned +20.94% vs +4.64% for JCHI, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +6.98% vs +5.50% for JCHI. Past performance does not guarantee future results.
Which is riskier, IVV or JCHI?
JCHI has been the more volatile fund at 20.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JCHI -29.6%.
Should I hold both IVV and JCHI?
IVV and JCHI have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JCHI?
IVV and JCHI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 555 unique securities.
Which pays a higher dividend, IVV or JCHI?
IVV yields 1.10% while JCHI yields 1.78%, so JCHI currently pays the higher dividend yield.
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