IVV vs JIVE
iShares Core S&P 500 ETF vs JPMorgan International Value ETF
Quick Verdict
IVV has a lower expense ratio. JIVE delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JIVE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.55% | |
| AUM | $886.7B | $3.9B | |
| Dividend Yield | 1.10% | 0.99% | |
| Holdings | 508 | 387 | |
| YTD Return | +12.13% | +20.59% | |
| 1Y Return | +20.37% | +38.18% | |
| 3Y Return (annualized) | +20.91% | +29.15% | |
| 5Y Return (annualized) | +12.59% | +29.15% | |
| Volatility (annualized) | 15.1% | 279.5% | |
| Max Drawdown | -56.5% | -89.1% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 13, 2023 |
IVV vs JIVE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan International Value ETF (JIVE) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +20.37% while JIVE returned +38.18%. Year to date, IVV is up 12.13% versus a gain of 20.59% for JIVE.
Over three years, IVV compounded at +20.91% per year against +29.15% for JIVE; over five years the annualized figures are +12.59% and +29.15% respectively. Across the full 15-year window we track, JIVE has the edge at +14.02% annualized vs +6.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 279.5% 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 -89.1% for JIVE. 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 -0.14. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JIVE 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 1.10% against 0.99% for JIVE.
Holdings Overlap
IVV and JIVE share 1 holdings out of 860 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JIVE | Difference |
|---|---|---|---|
| IP | 0.03% | 0.14% | 0.11% |
Frequently Asked Questions
Which is cheaper, IVV or JIVE?
IVV has an expense ratio of 0.03% while JIVE charges 0.55%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, IVV or JIVE?
Over the past year IVV returned +20.37% vs +38.18% for JIVE, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +6.97% vs +14.02% for JIVE. Past performance does not guarantee future results.
Which is riskier, IVV or JIVE?
JIVE has been the more volatile fund at 279.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JIVE -89.1%.
Should I hold both IVV and JIVE?
IVV and JIVE have a monthly-return correlation of -0.14, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JIVE?
IVV and JIVE share 1 common holdings with a 0.0% weight overlap. Combined, they hold 860 unique securities.
Which pays a higher dividend, IVV or JIVE?
IVV yields 1.10% while JIVE yields 0.99%, so IVV currently pays the higher dividend yield.
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