IVV vs JMF

IVV vs JMF

Which is better, IVV or JMF?

We do not have enough on IVV and JMF to separate them.

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

MetricIVVJMF
Expense Ratio0.03%-
AUM$886.7B-
Dividend Yield1.10%-
Holdings508-
YTD Price Return+13.25%-
1Y Price Return+20.14%-
3Y Price Return (annualized)+19.86%-
5Y Price Return (annualized)+11.30%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-
Fund FamilyiShares by BlackRock (US)Nuveen Energy MLP Total Return Fund
CategoryEquity-
StyleLarge Cap Blend-
InceptionMay 15, 2000-

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for JMF. We have no price series for JMF, so there is nothing to compare it against.

IVV vs JMF Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Nuveen Energy MLP Total Return Fund (JMF) is an ETF from Nuveen Energy MLP Total Return Fund.

Past performance does not guarantee future results.

You are not choosing between two funds in isolation.

Whichever of IVV and JMF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVJMF

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Frequently Asked Questions

Is JMF better than IVV?

We hold very little data on IVV and JMF, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.