IVV vs JEDI

IVV vs JEDI
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVJEDIWinner
Expense Ratio0.03%0.99%
AUM$907.0B$179M
Dividend Yield1.10%0.00%
Holdings50845
YTD Return+12.28%+13.03%
1Y Return+20.94%+11.78%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-48.2%
Fund FamilyiShares by BlackRock (US)Defiance ETFs, LLC
CategoryEquityEquity
InceptionMay 15, 2000Sep 25, 2025

IVV vs JEDI Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Defiance Drone and Modern Warfare ETF (JEDI) is a ETF from Defiance ETFs, LLC. Over the past year IVV returned +20.94% while JEDI returned +11.78%. Year to date, IVV is up 12.28% versus a gain of 13.03% for JEDI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -48.2% for JEDI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while JEDI charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for JEDI.

Holdings Overlap

1.1%overlap

IVV and JEDI share 5 holdings out of 544 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in JEDIDifference
PLTR0.47%1.63%1.16%
RTX0.40%0.59%0.19%
GD0.14%0.59%0.45%
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Frequently Asked Questions

Which is cheaper, IVV or JEDI?

IVV has an expense ratio of 0.03% while JEDI charges 0.99%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, IVV or JEDI?

Over the past year IVV returned +20.94% vs +11.78% for JEDI, so IVV leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between IVV and JEDI?

IVV and JEDI share 5 common holdings with a 1.1% weight overlap. Combined, they hold 544 unique securities.

Which pays a higher dividend, IVV or JEDI?

IVV yields 1.10% while JEDI yields 0.00%, so IVV currently pays the higher dividend yield.

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