IVV vs JHCR
iShares Core S&P 500 ETF vs John Hancock Core Bond ETF
Which is better, IVV or JHCR?
Large Cap Blend against Investment Grade Bond.
IVV has a lower expense ratio. IVV led over 1Y 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 | JHCR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.29% |
| AUM | $882.6B | $2.5B |
| Dividend Yield | 1.06% | 4.26% |
| Holdings | 508 | 1,940 |
| YTD Return | +13.60%Best | -3.07% |
| 1Y Return | +16.32%Best | -2.55% |
| 3Y Return (annualized) | +23.81% | - |
| 5Y Return (annualized) | +14.03% | - |
| Volatility (annualized) | 12.3% | 4.0%Best |
| Max Drawdown | -18.8% | -5.0%Best |
| $10,000 over 1.8 years | $13,471Best | $10,394 |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Investment Grade Bond |
| Inception | May 15, 2000 | Dec 18, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 18, 2024 to Oct 2, 2026 (1.8 years).
IVV vs JHCR 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 1.8 years both funds cover.
IVV vs JHCR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and John Hancock Core Bond ETF (JHCR) is an ETF from John Hancock Investment Management. Over the past year IVV returned +16.32% while JHCR returned -2.55%. Year to date, IVV is up 13.60% versus a loss of 3.07% for JHCR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 4.0% for JHCR. 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 -18.8% for IVV and -5.0% for JHCR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.22. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while JHCR 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 4.26% for JHCR.
Holdings Overlap
At least 0.2% of IVV's money is in holdings JHCR also owns.
Stated as a floor: for JHCR, our book for it covers 38.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 505 positions we hold weights for in IVV and 374 in JHCR, against full books of 508 and 1,940.
You are not choosing between two funds in isolation.
Whichever of IVV and JHCR 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 JHCR?
IVV has an expense ratio of 0.03% while JHCR charges 0.29%. IVV is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, IVV or JHCR?
Over the past year IVV returned +16.32% vs -2.55% for JHCR, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.00% vs +2.17% for JHCR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JHCR?
IVV has been the more volatile fund at 12.3% annualized versus 4.0% for JHCR. Worst drawdown: IVV -18.8% vs JHCR -5.0%.
Should I hold both IVV and JHCR?
IVV and JHCR have a monthly-return correlation of 0.22, 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 JHCR?
IVV yields 1.06% while JHCR yields 4.26%, so JHCR currently pays the higher dividend yield.
Is JHCR better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.