IVV vs JDOC
iShares Core S&P 500 ETF vs JPMorgan Healthcare Leaders ETF
Quick Verdict
IVV has a lower expense ratio. JDOC delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | JDOC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.65% | |
| AUM | $865.2B | $9M | |
| Dividend Yield | 1.09% | 0.60% | |
| Holdings | 508 | 66 | |
| YTD Return | +13.43% | +7.40% | |
| 1Y Return | +22.61% | +28.59% | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 13.6% | |
| Max Drawdown | -56.5% | -20.4% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 1, 2023 |
IVV vs JDOC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Healthcare Leaders ETF (JDOC) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +22.61% while JDOC returned +28.59%. Year to date, IVV is up 13.43% versus a gain of 7.40% for JDOC.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.6% for JDOC. 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 -20.4% for JDOC. 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% against 0.60% for JDOC.
Holdings Overlap
IVV and JDOC share 25 holdings out of 536 unique holdings combined, representing a 6.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $62 per year of difference.
Which performed better, IVV or JDOC?
Over the past year IVV returned +22.61% vs +28.59% for JDOC, so JDOC leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.03% vs +11.93% for JDOC. Past performance does not guarantee future results.
Which is riskier, IVV or JDOC?
IVV has been the more volatile fund at 15.1% annualized versus 13.6% for JDOC. Worst drawdown: IVV -56.5% vs JDOC -20.4%.
Should I hold both IVV and JDOC?
IVV and JDOC have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JDOC?
IVV and JDOC share 25 common holdings with a 6.8% weight overlap. Combined, they hold 536 unique securities.
Which pays a higher dividend, IVV or JDOC?
IVV yields 1.09% while JDOC yields 0.60%, so IVV currently pays the higher dividend yield.
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