IVV vs JCPB
iShares Core S&P 500 ETF vs JPMorgan Core Plus Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. JCPB offers more diversification with 1708 holdings.
Side-by-Side Comparison
| Metric | IVV | JCPB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.38% | |
| AUM | $865.2B | $14.0B | |
| Dividend Yield | 1.09% | 4.94% | |
| Holdings | 508 | 2,596 | |
| YTD Return | +14.50% | +0.24% | |
| 1Y Return | +22.02% | +2.77% | |
| 3Y Return (annualized) | +21.80% | +5.46% | |
| 5Y Return (annualized) | +13.37% | +0.78% | |
| Volatility (annualized) | 15.1% | 5.5% | |
| Max Drawdown | -56.5% | -17.7% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jan 28, 2019 |
IVV vs JCPB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Core Plus Bond ETF (JCPB) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +22.02% while JCPB returned +2.77%. Year to date, IVV is up 14.50% versus a gain of 0.24% for JCPB.
Over three years, IVV compounded at +21.80% per year against +5.46% for JCPB; over five years the annualized figures are +13.37% and +0.78% respectively. Across the full 8-year window we track, IVV has the edge at +7.07% annualized vs +1.80%. 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 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 -56.5% for IVV and -17.7% for JCPB. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JCPB charges 0.38%. On a $10,000 position that is $3 vs $38 annually, a gap of $35 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.94% for JCPB.
Holdings Overlap
IVV and JCPB share 1 holdings out of 2212 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JCPB | Difference |
|---|---|---|---|
| AON | 0.12% | 0.00% | 0.12% |
Frequently Asked Questions
Which is cheaper, IVV or JCPB?
IVV has an expense ratio of 0.03% while JCPB charges 0.38%. IVV is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, IVV or JCPB?
Over the past year IVV returned +22.02% vs +2.77% for JCPB, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +7.07% vs +1.80% for JCPB. Past performance does not guarantee future results.
Which is riskier, IVV or JCPB?
IVV has been the more volatile fund at 15.1% annualized versus 5.5% for JCPB. Worst drawdown: IVV -56.5% vs JCPB -17.7%.
Should I hold both IVV and JCPB?
IVV and JCPB have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JCPB?
IVV and JCPB share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2212 unique securities.
Which pays a higher dividend, IVV or JCPB?
IVV yields 1.09% while JCPB yields 4.94%, so JCPB currently pays the higher dividend yield.
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