IVV vs JCTR
IVV vs JCTR
iShares Core S&P 500 ETF vs JPMorgan Carbon Transition US Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | JCTR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.15% | |
| AUM | $865.2B | $7M | |
| Dividend Yield | 1.09% | 0.94% | |
| Holdings | 508 | 405 | |
| YTD Return | +13.80% | +13.48% | |
| 1Y Return | +23.70% | +17.99% | |
| 3Y Return (annualized) | +21.49% | +22.23% | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 15.5% | |
| Max Drawdown | -56.5% | -24.8% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 9, 2020 |
IVV vs JCTR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Carbon Transition US Equity ETF (JCTR) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +23.70% while JCTR returned +17.99%. Year to date, IVV is up 13.80% versus a gain of 13.48% for JCTR.
Over three years, IVV compounded at +21.49% per year against +22.23% for JCTR. Across the full 5-year window we track, JCTR has the edge at +14.78% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JCTR has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -24.8% for JCTR. 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while JCTR 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 1.09% against 0.94% for JCTR.
Frequently Asked Questions
Which is cheaper, IVV or JCTR?
IVV has an expense ratio of 0.03% while JCTR 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 JCTR?
Over the past year IVV returned +23.70% vs +17.99% for JCTR, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.05% vs +14.78% for JCTR. Past performance does not guarantee future results.
Which is riskier, IVV or JCTR?
JCTR has been the more volatile fund at 15.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JCTR -24.8%.
Should I hold both IVV and JCTR?
IVV and JCTR have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
Which pays a higher dividend, IVV or JCTR?
IVV yields 1.09% while JCTR yields 0.94%, so IVV currently pays the higher dividend yield.
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