IVV vs JOJO
iShares Core S&P 500 ETF vs ATAC Credit Rotation ETF
Which is better, IVV or JOJO?
Large Cap Blend against Long Term High Quality.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | JOJO |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.24% |
| AUM | $876.4B | $5M |
| Dividend Yield | 1.06% | 5.19% |
| Holdings | 508 | 4 |
| YTD Return | +14.15%Best | -0.97% |
| 1Y Return | +17.31%Best | +1.35% |
| 3Y Return (annualized) | +23.17%Best | +6.34% |
| 5Y Return (annualized) | +13.85%Best | -1.48% |
| Volatility (annualized) | 15.7% | 10.9%Best |
| Max Drawdown | -24.5%Best | -28.3% |
| $10,000 over 5 years | $19,128Best | $9,282 |
| Fund Family | iShares by BlackRock (US) | ATAC Tactical Fund Family |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Long Term High Quality |
| Inception | May 15, 2000 | Jul 15, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 16, 2021 to Sep 21, 2026 (5.2 years).
IVV vs JOJO 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 covers the 5.2 years both funds cover.
IVV vs JOJO Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ATAC Credit Rotation ETF (JOJO) is an ETF from ATAC Tactical Fund Family. Over the past year IVV returned +17.31% while JOJO returned +1.35%. Year to date, IVV is up 14.15% versus a loss of 0.97% for JOJO.
Over three years, IVV compounded at +23.17% per year against +6.34% for JOJO; over five years the annualized figures are +13.85% and -1.48% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 10.9% for JOJO. 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 -24.5% for IVV and -28.3% for JOJO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JOJO charges 1.24%. On a $10,000 position that is $3 vs $124 annually, a gap of $121 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.19% for JOJO.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 3 in JOJO, totalling 99.3% and 100.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 3 in JOJO, against full books of 508 and 4.
You are not choosing between two funds in isolation.
Whichever of IVV and JOJO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or JOJO?
IVV has an expense ratio of 0.03% while JOJO charges 1.24%. IVV is the cheaper option, by $121 a year on a $10,000 investment.
Which performed better, IVV or JOJO?
Over the past year IVV returned +17.31% vs +1.35% for JOJO, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JOJO?
IVV has been the more volatile fund at 15.7% annualized versus 10.9% for JOJO. Worst drawdown: IVV -24.5% vs JOJO -28.3%.
Should I hold both IVV and JOJO?
IVV and JOJO have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or JOJO?
IVV yields 1.06% while JOJO yields 5.19%, so JOJO currently pays the higher dividend yield.
Is JOJO better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.