IVV vs JPEM
iShares Core S&P 500 ETF vs JPMorgan Diversified Return Emerging Markets Equity ETF
Which is better, IVV or JPEM?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. JPEM is less concentrated, with 11.0% of the fund in its ten largest positions against 37.9%.
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 | JPEM |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.44% |
| AUM | $886.7B | $399M |
| Dividend Yield | 1.10% | 4.27% |
| Holdings | 508 | 588 |
| YTD Return | +13.86%Best | +11.46% |
| 1Y Return | +21.57%Best | +20.63% |
| 3Y Return (annualized) | +21.48%Best | +14.67% |
| 5Y Return (annualized) | +12.88%Best | +6.99% |
| Volatility (annualized) | 15.0%Tie | 15.0%Tie |
| Max Drawdown | -33.9%Best | -43.8% |
| $10,000 over 5 years | $18,327Best | $14,019 |
| Top 10 Weight | 37.9% | 11.0%Best |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Jan 7, 2015 |
Volatility and max drawdown are measured over the window both funds cover: Jan 9, 2015 to Sep 3, 2026 (11.6 years).
IVV vs JPEM 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 11.6 years both funds cover.
IVV vs JPEM Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +21.57% while JPEM returned +20.63%. Year to date, IVV is up 13.86% versus a gain of 11.46% for JPEM.
Over three years, IVV compounded at +21.48% per year against +14.67% for JPEM; over five years the annualized figures are +12.88% and +6.99% respectively. Across the full 12-year window we track, IVV has the edge at +12.83% annualized vs +4.58%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV and JPEM have been equally volatile, both at 15.0% annualized.
The deepest peak-to-trough decline in our data was -33.9% for IVV and -43.8% for JPEM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while JPEM charges 0.44%. On a $10,000 position that is $3 vs $44 annually, a gap of $41 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.27% for JPEM.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 549 in JPEM, totalling 100.0% and 99.2% 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 505 positions we hold weights for in IVV and 549 in JPEM, against full books of 508 and 588.
What only one of them owns
Our book lists 12 positions for JPEM that do not appear in our book for IVV (3.6% of the fund), and 497 for IVV that do not appear in JPEM (99.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IVV and JPEM 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 JPEM?
IVV has an expense ratio of 0.03% while JPEM charges 0.44%. IVV is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, IVV or JPEM?
Over the past year IVV returned +21.57% vs +20.63% for JPEM, so IVV leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +12.83% vs +4.58% for JPEM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JPEM?
IVV and JPEM have been equally volatile, both at 15.0% annualized. Worst drawdown: IVV -33.9% vs JPEM -43.8%.
Should I hold both IVV and JPEM?
IVV and JPEM have a monthly-return correlation of 0.68, 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 JPEM?
IVV yields 1.10% while JPEM yields 4.27%, so JPEM currently pays the higher dividend yield.
Is JPEM better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. JPEM is less concentrated, with 11.0% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.