IVV vs JHCP
iShares Core S&P 500 ETF vs John Hancock Core Plus Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. JHCP offers more diversification with 687 holdings.
Side-by-Side Comparison
| Metric | IVV | JHCP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.36% | |
| AUM | $907.0B | $266M | |
| Dividend Yield | 1.10% | 4.56% | |
| Holdings | 508 | 687 | |
| YTD Return | +12.71% | -0.15% | |
| 1Y Return | +21.89% | +2.82% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 3.3% | |
| Max Drawdown | -56.5% | -3.1% | |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Dec 18, 2024 |
IVV vs JHCP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock Core Plus Bond ETF (JHCP) is a ETF from John Hancock Investment Management. Over the past year IVV returned +21.89% while JHCP returned +2.82%. Year to date, IVV is up 12.71% versus a loss of 0.15% for JHCP.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.3% for JHCP. 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 -3.1% for JHCP. 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JHCP charges 0.36%. On a $10,000 position that is $3 vs $36 annually, a gap of $33 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.56% for JHCP.
Holdings Overlap
IVV and JHCP share 4 holdings out of 875 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JHCP?
IVV has an expense ratio of 0.03% while JHCP charges 0.36%. IVV is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, IVV or JHCP?
Over the past year IVV returned +21.89% vs +2.82% for JHCP, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +4.15% for JHCP. Past performance does not guarantee future results.
Which is riskier, IVV or JHCP?
IVV has been the more volatile fund at 15.1% annualized versus 3.3% for JHCP. Worst drawdown: IVV -56.5% vs JHCP -3.1%.
Should I hold both IVV and JHCP?
IVV and JHCP have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JHCP?
IVV and JHCP share 4 common holdings with a 0.2% weight overlap. Combined, they hold 875 unique securities.
Which pays a higher dividend, IVV or JHCP?
IVV yields 1.10% while JHCP yields 4.56%, so JHCP currently pays the higher dividend yield.
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