IVV vs JOJO
IVV vs JOJO
iShares Core S&P 500 ETF vs ATAC Credit Rotation ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | JOJO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.24% | |
| AUM | $865.2B | $5M | |
| Dividend Yield | 1.09% | 4.65% | |
| Holdings | 508 | 4 | |
| YTD Return | +13.80% | -0.63% | |
| 1Y Return | +23.70% | +2.08% | |
| 3Y Return (annualized) | +21.49% | +5.56% | |
| 5Y Return (annualized) | +13.43% | -1.12% | |
| Volatility (annualized) | 15.1% | 11.0% | |
| Max Drawdown | -56.5% | -28.3% | |
| Fund Family | iShares by BlackRock (US) | ATAC Tactical Fund Family | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jul 15, 2021 |
IVV vs JOJO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ATAC Credit Rotation ETF (JOJO) is a ETF from ATAC Tactical Fund Family. Over the past year IVV returned +23.70% while JOJO returned +2.08%. Year to date, IVV is up 13.80% versus a loss of 0.63% for JOJO.
Over three years, IVV compounded at +21.49% per year against +5.56% for JOJO; over five years the annualized figures are +13.43% and -1.12% respectively. Across the full 5-year window we track, IVV has the edge at +7.05% annualized vs -1.21%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.0% 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 -56.5% for IVV and -28.3% for JOJO. 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 0.70. 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 1.09% against 4.65% for JOJO.
Holdings Overlap
IVV and JOJO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $121 per year of difference.
Which performed better, IVV or JOJO?
Over the past year IVV returned +23.70% vs +2.08% for JOJO, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.05% vs -1.21% for JOJO. Past performance does not guarantee future results.
Which is riskier, IVV or JOJO?
IVV has been the more volatile fund at 15.1% annualized versus 11.0% for JOJO. Worst drawdown: IVV -56.5% vs JOJO -28.3%.
Should I hold both IVV and JOJO?
IVV and JOJO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JOJO?
IVV and JOJO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or JOJO?
IVV yields 1.09% while JOJO yields 4.65%, so JOJO currently pays the higher dividend yield.
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