IVV vs JIRE
iShares Core S&P 500 ETF vs JPMorgan International Research Enhanced Equity 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 | JIRE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.24% | |
| AUM | $907.0B | $11.4B | |
| Dividend Yield | 1.10% | 2.68% | |
| Holdings | 508 | 222 | |
| YTD Return | +12.28% | +11.56% | |
| 1Y Return | +20.94% | +19.43% | |
| 3Y Return (annualized) | +21.81% | +18.61% | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 15.2% | |
| Max Drawdown | -56.5% | -16.1% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 10, 2022 |
IVV vs JIRE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan International Research Enhanced Equity ETF (JIRE) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +20.94% while JIRE returned +19.43%. Year to date, IVV is up 12.28% versus a gain of 11.56% for JIRE.
Over three years, IVV compounded at +21.81% per year against +18.61% for JIRE. Across the full 4-year window we track, JIRE has the edge at +17.29% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIRE has been the more volatile fund, with annualized monthly volatility of 15.2% 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 -16.1% for JIRE. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JIRE charges 0.24%. On a $10,000 position that is $3 vs $24 annually, a gap of $21 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.68% for JIRE.
Holdings Overlap
IVV and JIRE share 0 holdings out of 705 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 JIRE?
IVV has an expense ratio of 0.03% while JIRE charges 0.24%. IVV is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, IVV or JIRE?
Over the past year IVV returned +20.94% vs +19.43% for JIRE, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +6.98% vs +17.29% for JIRE. Past performance does not guarantee future results.
Which is riskier, IVV or JIRE?
JIRE has been the more volatile fund at 15.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JIRE -16.1%.
Should I hold both IVV and JIRE?
IVV and JIRE have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JIRE?
IVV and JIRE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 705 unique securities.
Which pays a higher dividend, IVV or JIRE?
IVV yields 1.10% while JIRE yields 2.68%, so JIRE currently pays the higher dividend yield.
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