IVV vs JHCB
iShares Core S&P 500 ETF vs John Hancock Corporate Bond ETF
Which is better, IVV or JHCB?
IVV has been ahead.
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 | JHCB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.29% |
| AUM | $876.4B | $98M |
| Dividend Yield | 1.06% | 5.14% |
| Holdings | 508 | 181 |
| YTD Return | +11.57%Best | -1.70% |
| 1Y Return | +17.57%Best | -1.22% |
| 3Y Return (annualized) | +20.71%Best | +5.23% |
| 5Y Return (annualized) | +12.80%Best | -0.24% |
| Volatility (annualized) | 15.3% | 7.8%Best |
| Max Drawdown | -24.5% | -22.6%Best |
| $10,000 over 5 years | $18,262Best | $9,881 |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | - |
| Inception | May 15, 2000 | Mar 30, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 31, 2021 to Sep 10, 2026 (5.4 years).
IVV vs JHCB 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 5.4 years both funds cover.
IVV vs JHCB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and John Hancock Corporate Bond ETF (JHCB) is an ETF from John Hancock Investment Management. Over the past year IVV returned +17.57% while JHCB returned -1.22%. Year to date, IVV is up 11.57% versus a loss of 1.70% for JHCB.
Over three years, IVV compounded at +20.71% per year against +5.23% for JHCB; over five years the annualized figures are +12.80% and -0.24% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 7.8% for JHCB. 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 -24.5% for IVV and -22.6% for JHCB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JHCB charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.14% for JHCB.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 160 in JHCB, totalling 100.0% and 91.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 160 in JHCB, against full books of 508 and 181.
You are not choosing between two funds in isolation.
Whichever of IVV and JHCB 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 JHCB?
IVV has an expense ratio of 0.03% while JHCB charges 0.29%. IVV is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, IVV or JHCB?
Over the past year IVV returned +17.57% vs -1.22% for JHCB, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JHCB?
IVV has been the more volatile fund at 15.3% annualized versus 7.8% for JHCB. Worst drawdown: IVV -24.5% vs JHCB -22.6%.
Should I hold both IVV and JHCB?
IVV and JHCB have a monthly-return correlation of 0.73, 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 JHCB?
IVV yields 1.06% while JHCB yields 5.14%, so JHCB currently pays the higher dividend yield.
Is JHCB 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.