IVV vs JFLX
iShares Core S&P 500 ETF vs JPMorgan Flexible Debt ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. JFLX offers more diversification with 1,579 holdings.
Side-by-Side Comparison
| Metric | IVV | JFLX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $907.0B | $1.5B | |
| Dividend Yield | 1.10% | 3.64% | |
| Holdings | 508 | 1,579 | |
| YTD Return | +12.39% | +2.03% | |
| 1Y Return | +20.24% | +3.40% | |
| 3Y Return (annualized) | +21.78% | - | |
| 5Y Return (annualized) | +12.84% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -2.4% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 26, 2025 |
IVV vs JFLX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Flexible Debt ETF (JFLX) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +20.24% while JFLX returned +3.40%. Year to date, IVV is up 12.39% versus a gain of 2.03% for JFLX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.4% for JFLX. 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 JFLX charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.64% for JFLX.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or JFLX?
IVV has an expense ratio of 0.03% while JFLX charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IVV or JFLX?
Over the past year IVV returned +20.24% vs +3.40% for JFLX, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and JFLX?
IVV and JFLX share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1293 unique securities.
Which pays a higher dividend, IVV or JFLX?
IVV yields 1.10% while JFLX yields 3.64%, so JFLX currently pays the higher dividend yield.
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