IVV vs JLCO

IVV vs JLCO
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVJLCOWinner
Expense Ratio0.03%0.39%
AUM$907.0B$11M
Dividend Yield1.10%0.00%
Holdings50853
YTD Return+14.29%+4.39%
1Y Return+21.79%-
3Y Return (annualized)+22.19%-
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.9%
Fund FamilyiShares by BlackRock (US)John Hancock Investment Management
CategoryEquityEquity
InceptionMay 15, 2000Jul 14, 2026

IVV vs JLCO Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock Large Cap Opportunities ETF (JLCO) is a ETF from John Hancock Investment Management. Year to date, IVV is up 14.29% versus a gain of 4.39% for JLCO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.9% for JLCO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while JLCO charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for JLCO.

Holdings Overlap

32.7%overlap

IVV and JLCO share 34 holdings out of 524 unique holdings combined, representing a 32.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in JLCODifference
NVDA7.76%5.27%2.49%
MSFT4.57%7.85%3.28%
GOOGL3.15%6.97%3.82%
AMZNProProPro
AVGOProProPro
JPMProProPro
LLYProProPro
BRK.BProProPro
AMDProProPro
COSTProProPro
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Frequently Asked Questions

Which is cheaper, IVV or JLCO?

IVV has an expense ratio of 0.03% while JLCO charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

What is the holdings overlap between IVV and JLCO?

IVV and JLCO share 34 common holdings with a 32.7% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, IVV or JLCO?

IVV yields 1.10% while JLCO yields 0.00%, so IVV currently pays the higher dividend yield.

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