IVV vs JLVP
iShares Core S&P 500 ETF vs JPMorgan US Large Cap Value Plus ETF
Which is better, IVV or JLVP?
Large Cap Blend against Large Cap Value.
IVV has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | JLVP |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.05% |
| AUM | $850.0B | $29M |
| Dividend Yield | 1.09% | 0.00% |
| Holdings | 1,018 | 342 |
| YTD Return | +12.12%Best | +5.50% |
| 1Y Return | +12.53% | - |
| 3Y Return (annualized) | +21.54% | - |
| 5Y Return (annualized) | +11.93% | - |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 15, 2000 | Jul 30, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs JLVP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs JLVP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management. Year to date, IVV is up 12.12% versus a gain of 5.50% for JLVP.
Past performance does not guarantee future results.
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. On income, IVV currently yields 1.09% against 0.00% for JLVP.
Holdings Overlap
At least 51.8% of IVV's money is in holdings JLVP also owns.
Only one direction is shown: for JLVP, our book for it lists positions totalling 137.5% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
116 positions in common, counted across the 505 positions we hold weights for in IVV and 170 in JLVP, against full books of 1,018 and 342.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JLVP | Difference |
|---|---|---|---|
| AAPLApple Inc | 7.51% | 6.10% | 1.41% |
| MSFTMicrosoft Corp | 5.95% | 7.01% | 1.06% |
| AMZNAmazon.Com Inc | 3.74% | 8.97% | 5.23% |
| NVDANvidia Corp | 8.04% | 0.72% | 7.32% |
| METAMeta Platforms Inc | 2.44% | 2.99% | 0.55% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.47% | 3.32% | 1.85% |
| GOOGAlphabet Inc. C | 2.45% | 1.93% | 0.52% |
| XOMExxonmobil Corp. | 1.09% | 2.51% | 1.42% |
| UNHUnitedhealth Group Incorporated | 0.53% | 2.48% | 1.95% |
| BACBank of America Corp.: Financials | 0.50% | 2.19% | 1.69% |
51.8% of IVV is already inside JLVP.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $102 a year on a $10,000 investment.
What is the holdings overlap between IVV and JLVP?
At least 51.8% of IVV's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 116 positions in common, counted across the 505 positions we hold weights for in IVV and 170 in JLVP.
Which pays a higher dividend, IVV or JLVP?
IVV yields 1.09% while JLVP yields 0.00%, so IVV currently pays the higher dividend yield.
Is JLVP better than IVV?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.