IVV vs JIDE

IVV vs JIDE

Which is better, IVV or JIDE?

IVV costs less.

IVV has a lower expense ratio. JIDE is less concentrated, with 22.5% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVLess Concentrated: JIDE

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

MetricIVVJIDE
Expense Ratio0.03%Best0.55%
AUM$876.4B$27M
Dividend Yield1.06%0.00%
Holdings508108
YTD Return+12.39%Best+4.26%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Top 10 Weight37.8%22.5%Best
Fund FamilyiShares by BlackRock (US)J.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Jan 27, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs JIDE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs JIDE Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan International Dynamic ETF (JIDE) is an ETF from J.P. Morgan Asset Management. Year to date, IVV is up 12.39% versus a gain of 4.26% for JIDE.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while JIDE charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for JIDE.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 97 in JIDE, totalling 99.3% and 97.2% 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 490 positions we hold weights for in IVV and 97 in JIDE, against full books of 508 and 108.

What only one of them owns

Our book lists 3 positions for JIDE that do not appear in our book for IVV (4.5% of the fund), and 482 for IVV that do not appear in JIDE (98.6%).

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 JIDE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVJIDE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or JIDE?

IVV has an expense ratio of 0.03% while JIDE charges 0.55%. IVV is the cheaper option, by $52 a year on a $10,000 investment.

Which pays a higher dividend, IVV or JIDE?

IVV yields 1.06% while JIDE yields 0.00%, so IVV currently pays the higher dividend yield.

Is JIDE better than IVV?

IVV has a lower expense ratio. JIDE is less concentrated, with 22.5% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.