IVV vs JHCB
iShares Core S&P 500 ETF vs John Hancock Corporate Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JHCB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.29% | |
| AUM | $907.0B | $97M | |
| Dividend Yield | 1.10% | 5.14% | |
| Holdings | 508 | 181 | |
| YTD Return | +13.22% | -0.27% | |
| 1Y Return | +21.62% | +1.91% | |
| 3Y Return (annualized) | +22.17% | +6.15% | |
| 5Y Return (annualized) | +13.42% | +0.09% | |
| Volatility (annualized) | 15.1% | 7.9% | |
| Max Drawdown | -56.5% | -22.6% | |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Mar 30, 2021 |
IVV vs JHCB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock Corporate Bond ETF (JHCB) is a ETF from John Hancock Investment Management. Over the past year IVV returned +21.62% while JHCB returned +1.91%. Year to date, IVV is up 13.22% versus a loss of 0.27% for JHCB.
Over three years, IVV compounded at +22.17% per year against +6.15% for JHCB; over five years the annualized figures are +13.42% and +0.09% respectively. Across the full 5-year window we track, IVV has the edge at +7.02% annualized vs +0.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.9% 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 -56.5% for IVV and -22.6% for JHCB. 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 0.73. 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 1.10% against 5.14% for JHCB.
Holdings Overlap
IVV and JHCB share 1 holdings out of 662 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JHCB | Difference |
|---|---|---|---|
| ORCL | 0.33% | 0.11% | 0.22% |
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. On a $10,000 investment, that is $26 per year of difference.
Which performed better, IVV or JHCB?
Over the past year IVV returned +21.62% vs +1.91% for JHCB, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.02% vs +0.88% for JHCB. Past performance does not guarantee future results.
Which is riskier, IVV or JHCB?
IVV has been the more volatile fund at 15.1% annualized versus 7.9% for JHCB. Worst drawdown: IVV -56.5% vs JHCB -22.6%.
Should I hold both IVV and JHCB?
IVV and JHCB have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JHCB?
IVV and JHCB share 1 common holdings with a 0.1% weight overlap. Combined, they hold 662 unique securities.
Which pays a higher dividend, IVV or JHCB?
IVV yields 1.10% while JHCB yields 5.14%, so JHCB currently pays the higher dividend yield.
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