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 505 holdings.
Side-by-Side Comparison
| Metric | IVV | JIVE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.55% | |
| AUM | $865.2B | $3.4B | |
| Dividend Yield | 1.09% | 1.57% | |
| Holdings | 508 | 365 | |
| YTD Return | +13.80% | +19.17% | |
| 1Y Return | +23.01% | +38.35% | |
| 3Y Return (annualized) | +21.77% | +29.31% | |
| 5Y Return (annualized) | +13.39% | +29.31% | |
| Volatility (annualized) | 15.1% | 280.8% | |
| 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 +23.01% while JIVE returned +38.35%. Year to date, IVV is up 13.80% versus a gain of 19.17% for JIVE.
Over three years, IVV compounded at +21.77% per year against +29.31% for JIVE; over five years the annualized figures are +13.39% and +29.31% respectively. Across the full 15-year window we track, JIVE has the edge at +13.98% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 280.8% 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 1.09% against 1.57% for JIVE.
Holdings Overlap
IVV and JIVE share 3 holdings out of 838 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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 +23.01% vs +38.35% for JIVE, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +7.04% vs +13.98% for JIVE. Past performance does not guarantee future results.
Which is riskier, IVV or JIVE?
JIVE has been the more volatile fund at 280.8% 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 3 common holdings with a 0.1% weight overlap. Combined, they hold 838 unique securities.
Which pays a higher dividend, IVV or JIVE?
IVV yields 1.09% while JIVE yields 1.57%, so JIVE currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.