IVV vs JGH
iShares Core S&P 500 ETF vs Nuveen Global High Income Fund
Which is better, IVV or JGH?
Large Cap Blend against High Yield Bond.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | JGH |
|---|---|---|
| Expense Ratio | 0.03%Best | 3.73% |
| AUM | $876.4B | - |
| Dividend Yield | 1.06% | 9.13% |
| Holdings | 508 | 386 |
| YTD Return | +14.14%Best | +1.51% |
| 1Y Return | +17.30%Best | -3.56% |
| 3Y Return (annualized) | +23.04%Best | +11.92% |
| 5Y Return (annualized) | +13.63%Best | +4.25% |
| Volatility (annualized) | 15.0%Best | 16.1% |
| Max Drawdown | -33.9%Best | -48.9% |
| $10,000 over 5 years | $18,944Best | $12,313 |
| Fund Family | iShares by BlackRock (US) | Nuveen |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | High Yield Bond |
| Inception | May 15, 2000 | Nov 24, 2014 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 24, 2014 to Sep 22, 2026 (11.8 years).
IVV vs JGH 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 11.8 years both funds cover.
IVV vs JGH Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Nuveen Global High Income Fund (JGH) is an ETF from Nuveen. Over the past year IVV returned +17.30% while JGH returned -3.56%. Year to date, IVV is up 14.14% versus a gain of 1.51% for JGH.
Over three years, IVV compounded at +23.04% per year against +11.92% for JGH; over five years the annualized figures are +13.63% and +4.25% respectively. Across the full 12-year window we track, IVV has the edge at +12.51% annualized vs +1.07%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGH has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.0% 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 -33.9% for IVV and -48.9% for JGH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JGH charges 3.73%. On a $10,000 position that is $3 vs $373 annually, a gap of $370 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 9.13% for JGH.
You are not choosing between two funds in isolation.
Whichever of IVV and JGH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or JGH?
IVV has an expense ratio of 0.03% while JGH charges 3.73%. IVV is the cheaper option, by $370 a year on a $10,000 investment.
Which performed better, IVV or JGH?
Over the past year IVV returned +17.30% vs -3.56% for JGH, so IVV leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +12.51% vs +1.07% for JGH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JGH?
JGH has been the more volatile fund at 16.1% annualized versus 15.0% for IVV. Worst drawdown: IVV -33.9% vs JGH -48.9%.
Should I hold both IVV and JGH?
IVV and JGH have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or JGH?
IVV yields 1.06% while JGH yields 9.13%, so JGH currently pays the higher dividend yield.
Is JGH better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.