IVV vs JDIV
iShares Core S&P 500 ETF vs JPMorgan Dividend Leaders 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 | JDIV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.47% | |
| AUM | $886.7B | $13M | |
| Dividend Yield | 1.10% | 1.56% | |
| Holdings | 508 | 98 | |
| YTD Return | +12.92% | +8.55% | |
| 1Y Return | +21.22% | +13.47% | |
| 3Y Return (annualized) | +20.95% | - | |
| 5Y Return (annualized) | +12.76% | - | |
| Volatility (annualized) | 15.1% | 10.4% | |
| Max Drawdown | -56.5% | -13.3% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 25, 2024 |
IVV vs JDIV Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Dividend Leaders ETF (JDIV) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +21.22% while JDIV returned +13.47%. Year to date, IVV is up 12.92% versus a gain of 8.55% for JDIV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.4% for JDIV. 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 -13.3% for JDIV. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JDIV charges 0.47%. On a $10,000 position that is $3 vs $47 annually, a gap of $44 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.56% for JDIV.
Holdings Overlap
IVV and JDIV share 44 holdings out of 547 unique holdings combined, representing a 23.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JDIV?
IVV has an expense ratio of 0.03% while JDIV charges 0.47%. IVV is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, IVV or JDIV?
Over the past year IVV returned +21.22% vs +13.47% for JDIV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +11.45% for JDIV. Past performance does not guarantee future results.
Which is riskier, IVV or JDIV?
IVV has been the more volatile fund at 15.1% annualized versus 10.4% for JDIV. Worst drawdown: IVV -56.5% vs JDIV -13.3%.
Should I hold both IVV and JDIV?
IVV and JDIV have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JDIV?
IVV and JDIV share 44 common holdings with a 23.3% weight overlap. Combined, they hold 547 unique securities.
Which pays a higher dividend, IVV or JDIV?
IVV yields 1.10% while JDIV yields 1.56%, so JDIV currently pays the higher dividend yield.
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