IVV vs JCPB
iShares Core S&P 500 ETF vs JPMorgan Core Plus Bond ETF
Which is better, IVV or JCPB?
Large Cap Blend against Long Term High Quality.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y 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 | JCPB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.37% |
| AUM | $876.4B | $14.5B |
| Dividend Yield | 1.06% | 4.97% |
| Holdings | 508 | 2,742 |
| YTD Return | +12.51%Best | -0.77% |
| 1Y Return | +17.57%Best | +0.01% |
| 3Y Return (annualized) | +21.27%Best | +5.08% |
| 5Y Return (annualized) | +12.95%Best | +0.49% |
| Volatility (annualized) | 16.3% | 5.5%Best |
| Max Drawdown | -33.9% | -17.7%Best |
| $10,000 over 5 years | $18,384Best | $10,247 |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Long Term High Quality |
| Inception | May 15, 2000 | Jan 28, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 30, 2019 to Sep 11, 2026 (7.6 years).
IVV vs JCPB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs JCPB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Core Plus Bond ETF (JCPB) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +17.57% while JCPB returned +0.01%. Year to date, IVV is up 12.51% versus a loss of 0.77% for JCPB.
Over three years, IVV compounded at +21.27% per year against +5.08% for JCPB; over five years the annualized figures are +12.95% and +0.49% respectively. Across the full 8-year window we track, IVV has the edge at +15.92% annualized vs +1.65%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 5.5% for JCPB. 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 -33.9% for IVV and -17.7% for JCPB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while JCPB charges 0.37%. On a $10,000 position that is $3 vs $37 annually, a gap of $34 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.97% for JCPB.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 66 in JCPB, totalling 100.0% and 8.4% 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 66 in JCPB, against full books of 508 and 2,742.
You are not choosing between two funds in isolation.
Whichever of IVV and JCPB 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 JCPB?
IVV has an expense ratio of 0.03% while JCPB charges 0.37%. IVV is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, IVV or JCPB?
Over the past year IVV returned +17.57% vs +0.01% for JCPB, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +15.92% vs +1.65% for JCPB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JCPB?
IVV has been the more volatile fund at 16.3% annualized versus 5.5% for JCPB. Worst drawdown: IVV -33.9% vs JCPB -17.7%.
Should I hold both IVV and JCPB?
IVV and JCPB have a monthly-return correlation of 0.46, 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 JCPB?
IVV yields 1.06% while JCPB yields 4.97%, so JCPB currently pays the higher dividend yield.
Is JCPB better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.