IVV vs JHHY
iShares Core S&P 500 ETF vs John Hancock High Yield ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. JHHY offers more diversification with 566 holdings.
Side-by-Side Comparison
| Metric | IVV | JHHY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.52% | |
| AUM | $907.0B | $96M | |
| Dividend Yield | 1.10% | 7.02% | |
| Holdings | 508 | 566 | |
| YTD Return | +12.76% | +2.76% | |
| 1Y Return | +20.63% | +5.48% | |
| 3Y Return (annualized) | +21.71% | - | |
| 5Y Return (annualized) | +12.87% | - | |
| Volatility (annualized) | 15.1% | 3.3% | |
| Max Drawdown | -56.5% | -5.0% | |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | May 1, 2024 |
IVV vs JHHY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock High Yield ETF (JHHY) is a ETF from John Hancock Investment Management. Over the past year IVV returned +20.63% while JHHY returned +5.48%. Year to date, IVV is up 12.76% versus a gain of 2.76% for JHHY.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.3% for JHHY. 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 -5.0% for JHHY. 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 JHHY charges 0.52%. On a $10,000 position that is $3 vs $52 annually, a gap of $49 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 7.02% for JHHY.
Holdings Overlap
IVV and JHHY share 1 holdings out of 900 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JHHY | Difference |
|---|---|---|---|
| C | 0.35% | 0.51% | 0.16% |
Frequently Asked Questions
Which is cheaper, IVV or JHHY?
IVV has an expense ratio of 0.03% while JHHY charges 0.52%. IVV is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, IVV or JHHY?
Over the past year IVV returned +20.63% vs +5.48% for JHHY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.99% vs +8.19% for JHHY. Past performance does not guarantee future results.
Which is riskier, IVV or JHHY?
IVV has been the more volatile fund at 15.1% annualized versus 3.3% for JHHY. Worst drawdown: IVV -56.5% vs JHHY -5.0%.
Should I hold both IVV and JHHY?
IVV and JHHY 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 JHHY?
IVV and JHHY share 1 common holdings with a 0.3% weight overlap. Combined, they hold 900 unique securities.
Which pays a higher dividend, IVV or JHHY?
IVV yields 1.10% while JHHY yields 7.02%, so JHHY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.