IVV vs JNEU
iShares Core S&P 500 ETF vs AllianzIM US Equity Buffer15 Uncapped Jun ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JNEU | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.74% | |
| AUM | $907.0B | $40M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 4 | |
| YTD Return | +12.71% | +10.61% | |
| 1Y Return | +21.89% | +17.34% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 10.9% | |
| Max Drawdown | -56.5% | -13.5% | |
| Fund Family | iShares by BlackRock (US) | AllianzIM | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | May 31, 2024 |
IVV vs JNEU Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AllianzIM US Equity Buffer15 Uncapped Jun ETF (JNEU) is a ETF from AllianzIM. Over the past year IVV returned +21.89% while JNEU returned +17.34%. Year to date, IVV is up 12.71% versus a gain of 10.61% for JNEU.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.9% for JNEU. 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 -13.5% for JNEU. 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 0.99. 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 JNEU charges 0.74%. On a $10,000 position that is $3 vs $74 annually, a gap of $71 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for JNEU.
Frequently Asked Questions
Which is cheaper, IVV or JNEU?
IVV has an expense ratio of 0.03% while JNEU charges 0.74%. IVV is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, IVV or JNEU?
Over the past year IVV returned +21.89% vs +17.34% for JNEU, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +14.30% for JNEU. Past performance does not guarantee future results.
Which is riskier, IVV or JNEU?
IVV has been the more volatile fund at 15.1% annualized versus 10.9% for JNEU. Worst drawdown: IVV -56.5% vs JNEU -13.5%.
Should I hold both IVV and JNEU?
IVV and JNEU have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
Which pays a higher dividend, IVV or JNEU?
IVV yields 1.10% while JNEU yields 0.00%, so IVV currently pays the higher dividend yield.
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