IVV vs JLVP
iShares Core S&P 500 ETF vs JPMorgan US Large Cap Value Plus ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JLVP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.05% | |
| AUM | $886.7B | $28M | |
| Dividend Yield | 1.10% | - | |
| Holdings | 508 | 155 | |
| YTD Return | +12.92% | +0.76% | |
| 1Y Return | +21.22% | - | |
| 3Y Return (annualized) | +20.95% | - | |
| 5Y Return (annualized) | +12.76% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -1.9% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 30, 2026 |
IVV vs JLVP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan US Large Cap Value Plus ETF (JLVP) is a ETF from J.P. Morgan Asset Management. Year to date, IVV is up 12.92% versus a gain of 0.76% for JLVP.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.9% for JLVP. 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 JLVP charges 1.05%. On a $10,000 position that is $3 vs $105 annually, a gap of $102 per year that compounds over a long holding period.
Holdings Overlap
IVV and JLVP share 104 holdings out of 556 unique holdings combined, representing a 28.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JLVP?
IVV has an expense ratio of 0.03% while JLVP charges 1.05%. IVV is the cheaper option. On a $10,000 investment, that is $102 per year of difference.
What is the holdings overlap between IVV and JLVP?
IVV and JLVP share 104 common holdings with a 28.9% weight overlap. Combined, they hold 556 unique securities.
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