IVV vs JHID

IVV vs JHID
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Quick Verdict

IVV has a lower expense ratio. JHID delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: JHIDMore Diversified: IVV

Side-by-Side Comparison

MetricIVVJHIDWinner
Expense Ratio0.03%0.46%
AUM$907.0B$12M
Dividend Yield1.10%3.41%
Holdings508106
YTD Return+14.29%+18.33%
1Y Return+21.79%+31.24%
3Y Return (annualized)+22.19%+22.83%
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%12.8%
Max Drawdown-56.5%-12.4%
Fund FamilyiShares by BlackRock (US)John Hancock Investment Management
CategoryEquityEquity
InceptionMay 15, 2000Dec 20, 2022

IVV vs JHID Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock International High Dividend ETF (JHID) is a ETF from John Hancock Investment Management. Over the past year IVV returned +21.79% while JHID returned +31.24%. Year to date, IVV is up 14.29% versus a gain of 18.33% for JHID.

Over three years, IVV compounded at +22.19% per year against +22.83% for JHID. Across the full 4-year window we track, JHID has the edge at +22.21% annualized vs +7.06%. 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 12.8% for JHID. 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 -12.4% for JHID. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while JHID charges 0.46%. On a $10,000 position that is $3 vs $46 annually, a gap of $43 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.41% for JHID.

Holdings Overlap

0.0%overlap

IVV and JHID share 1 holdings out of 601 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in JHIDDifference
KR0.05%0.00%0.05%

Frequently Asked Questions

Which is cheaper, IVV or JHID?

IVV has an expense ratio of 0.03% while JHID charges 0.46%. IVV is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

Which performed better, IVV or JHID?

Over the past year IVV returned +21.79% vs +31.24% for JHID, so JHID leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.06% vs +22.21% for JHID. Past performance does not guarantee future results.

Which is riskier, IVV or JHID?

IVV has been the more volatile fund at 15.1% annualized versus 12.8% for JHID. Worst drawdown: IVV -56.5% vs JHID -12.4%.

Should I hold both IVV and JHID?

IVV and JHID have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and JHID?

IVV and JHID share 1 common holdings with a 0.0% weight overlap. Combined, they hold 601 unique securities.

Which pays a higher dividend, IVV or JHID?

IVV yields 1.10% while JHID yields 3.41%, so JHID currently pays the higher dividend yield.

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