IVV vs JMOM
iShares Core S&P 500 ETF vs JPMorgan US Momentum Factor ETF
Quick Verdict
IVV has a lower expense ratio. JMOM delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JMOM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.12% | |
| AUM | $907.0B | $2.7B | |
| Dividend Yield | 1.10% | 0.76% | |
| Holdings | 508 | 298 | |
| YTD Return | +12.76% | +21.27% | |
| 1Y Return | +20.14% | +28.11% | |
| 3Y Return (annualized) | +21.69% | +26.48% | |
| 5Y Return (annualized) | +13.00% | +13.90% | |
| Volatility (annualized) | 15.1% | 17.6% | |
| Max Drawdown | -56.5% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 8, 2017 |
IVV vs JMOM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan US Momentum Factor ETF (JMOM) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +20.14% while JMOM returned +28.11%. Year to date, IVV is up 12.76% versus a gain of 21.27% for JMOM.
Over three years, IVV compounded at +21.69% per year against +26.48% for JMOM; over five years the annualized figures are +13.00% and +13.90% respectively. Across the full 9-year window we track, JMOM has the edge at +15.40% annualized vs +6.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 17.6% 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 -34.3% for JMOM. 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while JMOM charges 0.12%. On a $10,000 position that is $3 vs $12 annually, a gap of $9 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.76% for JMOM.
Holdings Overlap
IVV and JMOM share 151 holdings out of 643 unique holdings combined, representing a 39.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JMOM?
IVV has an expense ratio of 0.03% while JMOM charges 0.12%. IVV is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, IVV or JMOM?
Over the past year IVV returned +20.14% vs +28.11% for JMOM, so JMOM leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +6.99% vs +15.40% for JMOM. Past performance does not guarantee future results.
Which is riskier, IVV or JMOM?
JMOM has been the more volatile fund at 17.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JMOM -34.3%.
Should I hold both IVV and JMOM?
IVV and JMOM have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and JMOM?
IVV and JMOM share 151 common holdings with a 39.6% weight overlap. Combined, they hold 643 unique securities.
Which pays a higher dividend, IVV or JMOM?
IVV yields 1.10% while JMOM yields 0.76%, so IVV currently pays the higher dividend yield.
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