IVV vs JHSC
iShares Core S&P 500 ETF vs John Hancock Multifactor Small Cap ETF
Quick Verdict
IVV has a lower expense ratio. JHSC delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JHSC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.42% | |
| AUM | $907.0B | $745M | |
| Dividend Yield | 1.10% | 1.01% | |
| Holdings | 508 | 492 | |
| YTD Return | +12.71% | +15.93% | |
| 1Y Return | +21.89% | +22.56% | |
| 3Y Return (annualized) | +22.08% | +15.45% | |
| 5Y Return (annualized) | +12.96% | +8.33% | |
| Volatility (annualized) | 15.1% | 20.2% | |
| Max Drawdown | -56.5% | -42.7% | |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 8, 2017 |
IVV vs JHSC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock Multifactor Small Cap ETF (JHSC) is a ETF from John Hancock Investment Management. Over the past year IVV returned +21.89% while JHSC returned +22.56%. Year to date, IVV is up 12.71% versus a gain of 15.93% for JHSC.
Over three years, IVV compounded at +22.08% per year against +15.45% for JHSC; over five years the annualized figures are +12.96% and +8.33% respectively. Across the full 9-year window we track, JHSC has the edge at +8.69% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JHSC has been the more volatile fund, with annualized monthly volatility of 20.2% compared with 15.1% 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 -56.5% for IVV and -42.7% for JHSC. 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JHSC charges 0.42%. On a $10,000 position that is $3 vs $42 annually, a gap of $39 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.01% for JHSC.
Holdings Overlap
IVV and JHSC share 1 holdings out of 995 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JHSC | Difference |
|---|---|---|---|
| IPGP | 0.62% | 0.08% | 0.54% |
Frequently Asked Questions
Which is cheaper, IVV or JHSC?
IVV has an expense ratio of 0.03% while JHSC charges 0.42%. IVV is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, IVV or JHSC?
Over the past year IVV returned +21.89% vs +22.56% for JHSC, so JHSC leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.00% vs +8.69% for JHSC. Past performance does not guarantee future results.
Which is riskier, IVV or JHSC?
JHSC has been the more volatile fund at 20.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JHSC -42.7%.
Should I hold both IVV and JHSC?
IVV and JHSC have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JHSC?
IVV and JHSC share 1 common holdings with a 0.1% weight overlap. Combined, they hold 995 unique securities.
Which pays a higher dividend, IVV or JHSC?
IVV yields 1.10% while JHSC yields 1.01%, so IVV currently pays the higher dividend yield.
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