IVV vs JHLN
iShares Core S&P 500 ETF vs John Hancock Global Senior Loan ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JHLN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.62% | |
| AUM | $907.0B | $640M | |
| Dividend Yield | 1.10% | 4.90% | |
| Holdings | 508 | 196 | |
| YTD Return | +12.71% | +2.08% | |
| 1Y Return | +21.89% | +3.31% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 2.4% | |
| Max Drawdown | -56.5% | -1.5% | |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Aug 20, 2025 |
IVV vs JHLN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock Global Senior Loan ETF (JHLN) is a ETF from John Hancock Investment Management. Over the past year IVV returned +21.89% while JHLN returned +3.31%. Year to date, IVV is up 12.71% versus a gain of 2.08% for JHLN.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.4% for JHLN. 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 -1.5% for JHLN. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JHLN charges 0.62%. On a $10,000 position that is $3 vs $62 annually, a gap of $59 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.90% for JHLN.
Holdings Overlap
IVV and JHLN share 0 holdings out of 629 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JHLN?
IVV has an expense ratio of 0.03% while JHLN charges 0.62%. IVV is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, IVV or JHLN?
Over the past year IVV returned +21.89% vs +3.31% for JHLN, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.00% vs +3.30% for JHLN. Past performance does not guarantee future results.
Which is riskier, IVV or JHLN?
IVV has been the more volatile fund at 15.1% annualized versus 2.4% for JHLN. Worst drawdown: IVV -56.5% vs JHLN -1.5%.
Should I hold both IVV and JHLN?
IVV and JHLN have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JHLN?
IVV and JHLN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 629 unique securities.
Which pays a higher dividend, IVV or JHLN?
IVV yields 1.10% while JHLN yields 4.90%, so JHLN 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.