IVV vs JHID
iShares Core S&P 500 ETF vs John Hancock International High Dividend ETF
Which is better, IVV or JHID?
Large Cap Blend against Large Cap Value.
IVV has a lower expense ratio. IVV led over the full window, JHID over 1Y and 3Y. JHID is less concentrated, with 21.9% of the fund in its ten largest positions against 37.9%.
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 | JHID |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.46% |
| AUM | $886.7B | $12M |
| Dividend Yield | 1.10% | 3.41% |
| Holdings | 508 | 105 |
| YTD Return | +13.86% | +19.01%Best |
| 1Y Return | +21.57% | +32.65%Best |
| 3Y Return (annualized) | +21.48% | +22.87%Best |
| 5Y Return (annualized) | +12.88% | - |
| Volatility (annualized) | 12.5%Best | 12.7% |
| Max Drawdown | -18.8% | -12.4%Best |
| $10,000 over 3.7 years | $21,004Best | $20,896 |
| Top 10 Weight | 37.9% | 21.9%Best |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 15, 2000 | Dec 20, 2022 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Dec 21, 2022 to Sep 3, 2026 (3.7 years).
IVV vs JHID 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 3.7 years both funds cover.
IVV vs JHID Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and John Hancock International High Dividend ETF (JHID) is an ETF from John Hancock Investment Management. Over the past year IVV returned +21.57% while JHID returned +32.65%. Year to date, IVV is up 13.86% versus a gain of 19.01% for JHID.
Over three years, IVV compounded at +21.48% per year against +22.87% for JHID. Across the full 4-year window we track, IVV has the edge at +22.21% annualized vs +22.04%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JHID has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 12.5% for IVV. 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 -12.4% for JHID. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
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
We hold position weights for 505 holdings in IVV and 94 in JHID, totalling 100.0% and 95.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 94 in JHID, against full books of 508 and 105.
What only one of them owns
Our book lists 1 positions for JHID that do not appear in our book for IVV (0.5% of the fund), and 497 for IVV that do not appear in JHID (99.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IVV and JHID 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 JHID?
IVV has an expense ratio of 0.03% while JHID charges 0.46%. IVV is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, IVV or JHID?
Over the past year IVV returned +21.57% vs +32.65% for JHID, so JHID leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +22.21% vs +22.04% for JHID. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JHID?
JHID has been the more volatile fund at 12.7% annualized versus 12.5% for IVV. Worst drawdown: IVV -18.8% vs JHID -12.4%.
Should I hold both IVV and JHID?
IVV and JHID have a monthly-return correlation of 0.59, 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 JHID?
IVV yields 1.10% while JHID yields 3.41%, so JHID currently pays the higher dividend yield.
Is JHID better than IVV?
IVV has a lower expense ratio. IVV led over the full window, JHID over 1Y and 3Y. JHID is less concentrated, with 21.9% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.