IVV vs JHMB
iShares Core S&P 500 ETF vs John Hancock Mortgage-Backed Securities ETF
Which is better, IVV or JHMB?
Large Cap Blend against Preferred Stock.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y 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 | JHMB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.39% |
| AUM | $876.4B | $203M |
| Dividend Yield | 1.06% | 4.84% |
| Holdings | 508 | 442 |
| YTD Return | +11.57%Best | -0.96% |
| 1Y Return | +17.57%Best | +0.32% |
| 3Y Return (annualized) | +20.71%Best | +5.11% |
| 5Y Return (annualized) | +12.80%Best | +1.04% |
| Volatility (annualized) | 15.8% | 5.8%Best |
| Max Drawdown | -24.5% | -14.5%Best |
| $10,000 over 5 years | $18,262Best | $10,531 |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Blend | Preferred Stock |
| Inception | May 15, 2000 | Aug 18, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 19, 2021 to Sep 10, 2026 (5.1 years).
IVV vs JHMB 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 5.1 years both funds cover.
IVV vs JHMB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and John Hancock Mortgage-Backed Securities ETF (JHMB) is an ETF from John Hancock Investment Management. Over the past year IVV returned +17.57% while JHMB returned +0.32%. Year to date, IVV is up 11.57% versus a loss of 0.96% for JHMB.
Over three years, IVV compounded at +20.71% per year against +5.11% for JHMB; over five years the annualized figures are +12.80% and +1.04% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 5.8% for JHMB. 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 -24.5% for IVV and -14.5% for JHMB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while JHMB charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.84% for JHMB.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 116 in JHMB, totalling 100.0% and 30.7% 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 116 in JHMB, against full books of 508 and 442.
You are not choosing between two funds in isolation.
Whichever of IVV and JHMB 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 JHMB?
IVV has an expense ratio of 0.03% while JHMB charges 0.39%. IVV is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, IVV or JHMB?
Over the past year IVV returned +17.57% vs +0.32% for JHMB, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JHMB?
IVV has been the more volatile fund at 15.8% annualized versus 5.8% for JHMB. Worst drawdown: IVV -24.5% vs JHMB -14.5%.
Should I hold both IVV and JHMB?
IVV and JHMB have a monthly-return correlation of 0.56, 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 JHMB?
IVV yields 1.06% while JHMB yields 4.84%, so JHMB currently pays the higher dividend yield.
Is JHMB better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.