IVV vs JDOC
iShares Core S&P 500 ETF vs JPMorgan Healthcare Leaders ETF
Which is better, IVV or JDOC?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over the full window, JDOC over 1Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 45.6%.
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 | JDOC |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.65% |
| AUM | $886.7B | $9M |
| Dividend Yield | 1.10% | 0.85% |
| Holdings | 508 | 64 |
| YTD Return | +13.39%Best | +8.63% |
| 1Y Return | +20.08% | +22.53%Best |
| 3Y Return (annualized) | +21.29% | - |
| 5Y Return (annualized) | +12.88% | - |
| Volatility (annualized) | 11.7%Best | 13.4% |
| Max Drawdown | -18.8%Best | -20.4% |
| $10,000 over 2.8 years | $18,379Best | $13,765 |
| Top 10 Weight | 37.9%Best | 45.6% |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Nov 1, 2023 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 2, 2023 to Sep 4, 2026 (2.8 years).
IVV vs JDOC 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 covers the 2.8 years both funds cover.
IVV vs JDOC Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Healthcare Leaders ETF (JDOC) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +20.08% while JDOC returned +22.53%. Year to date, IVV is up 13.39% versus a gain of 8.63% for JDOC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDOC has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 11.7% 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 -18.8% for IVV and -20.4% for JDOC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while JDOC charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.85% for JDOC.
Holdings Overlap
6.6% of IVV's money is in holdings JDOC also owns. 62.2% of JDOC's money is in holdings IVV also owns.
The two portfolios partly overlap.
24 positions in common, counted across the 505 positions we hold weights for in IVV and 56 in JDOC, against full books of 508 and 64.
What only one of them owns
Our book lists 16 positions for JDOC that do not appear in our book for IVV (10.6% of the fund), and 473 for IVV that do not appear in JDOC (92.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JDOC | Difference |
|---|---|---|---|
| LLYEli Lilly & Co. | 1.39% | 8.00% | 6.61% |
| ABBVAbbvie Inc. | 0.65% | 7.60% | 6.95% |
| JNJJohnson & Johnson - Common | 0.93% | 4.73% | 3.80% |
| MRKMerck & Company Inc | 0.48% | 4.66% | 4.18% |
| UNHUnitedhealth Group Incorporated | 0.56% | 3.77% | 3.21% |
| TMOThermo Fisherscientific Inc. | 0.32% | 3.86% | 3.54% |
| BMYBristol-Myers Squibb Co. | 0.20% | 3.41% | 3.21% |
| ABTAbbott Laboratories | 0.28% | 3.07% | 2.79% |
| DHRDanaher Corporation | 0.19% | 2.48% | 2.29% |
| CVSCvs Health Corp. | 0.19% | 2.30% | 2.11% |
62.2% of JDOC is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or JDOC?
IVV has an expense ratio of 0.03% while JDOC charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, IVV or JDOC?
Over the past year IVV returned +20.08% vs +22.53% for JDOC, so JDOC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JDOC?
JDOC has been the more volatile fund at 13.4% annualized versus 11.7% for IVV. Worst drawdown: IVV -18.8% vs JDOC -20.4%.
Should I hold both IVV and JDOC?
IVV and JDOC have a monthly-return correlation of 0.33, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and JDOC?
62.2% of JDOC's money is in holdings IVV also owns. 62.2% of JDOC's is in holdings IVV also owns. They hold 24 positions in common, counted across the 505 positions we hold weights for in IVV and 56 in JDOC.
Which pays a higher dividend, IVV or JDOC?
IVV yields 1.10% while JDOC yields 0.85%, so IVV currently pays the higher dividend yield.
Is JDOC better than IVV?
IVV has a lower expense ratio. IVV led over the full window, JDOC over 1Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 45.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.