IVV vs JIG
iShares Core S&P 500 ETF vs JPMorgan International Growth ETF
Which is better, IVV or JIG?
Large Cap Blend against Mid Cap Growth.
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 | JIG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.55% |
| AUM | $876.4B | $522M |
| Dividend Yield | 1.06% | 1.94% |
| Holdings | 508 | 106 |
| YTD Return | +14.14% | +15.33%Best |
| 1Y Return | +17.30%Best | +17.17% |
| 3Y Return (annualized) | +23.04%Best | +19.05% |
| 5Y Return (annualized) | +13.63%Best | +3.08% |
| Volatility (annualized) | 15.4%Best | 17.7% |
| Max Drawdown | -24.5%Best | -43.8% |
| $10,000 over 5 years | $18,944Best | $11,638 |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Growth |
| Inception | May 15, 2000 | May 20, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 21, 2020 to Sep 22, 2026 (6.3 years).
IVV vs JIG 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 6.3 years both funds cover.
IVV vs JIG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan International Growth ETF (JIG) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +17.30% while JIG returned +17.17%. Year to date, IVV is up 14.14% versus a gain of 15.33% for JIG.
Over three years, IVV compounded at +23.04% per year against +19.05% for JIG; over five years the annualized figures are +13.63% and +3.08% respectively. Across the full 6-year window we track, IVV has the edge at +17.93% annualized vs +9.76%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIG has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.4% 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 -24.5% for IVV and -43.8% for JIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JIG 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 1.94% for JIG.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 85 in JIG, totalling 99.3% and 94.2% 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 85 in JIG, against full books of 508 and 106.
You are not choosing between two funds in isolation.
Whichever of IVV and JIG 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 JIG?
IVV has an expense ratio of 0.03% while JIG charges 0.55%. IVV is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, IVV or JIG?
Over the past year IVV returned +17.30% vs +17.17% for JIG, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +17.93% vs +9.76% for JIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JIG?
JIG has been the more volatile fund at 17.7% annualized versus 15.4% for IVV. Worst drawdown: IVV -24.5% vs JIG -43.8%.
Should I hold both IVV and JIG?
IVV and JIG have a monthly-return correlation of 0.81, 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 JIG?
IVV yields 1.06% while JIG yields 1.94%, so JIG currently pays the higher dividend yield.
Is JIG 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.