IVV vs JPEM
iShares Core S&P 500 ETF vs JPMorgan Diversified Return Emerging Markets Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. JPEM offers more diversification with 517 holdings.
Side-by-Side Comparison
| Metric | IVV | JPEM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.44% | |
| AUM | $865.2B | $385M | |
| Dividend Yield | 1.09% | 4.71% | |
| Holdings | 508 | 574 | |
| YTD Return | +14.50% | +8.20% | |
| 1Y Return | +22.02% | +16.86% | |
| 3Y Return (annualized) | +21.80% | +13.65% | |
| 5Y Return (annualized) | +13.37% | +6.87% | |
| Volatility (annualized) | 15.1% | 15.1% | |
| Max Drawdown | -56.5% | -43.8% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 7, 2015 |
IVV vs JPEM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +22.02% while JPEM returned +16.86%. Year to date, IVV is up 14.50% versus a gain of 8.20% for JPEM.
Over three years, IVV compounded at +21.80% per year against +13.65% for JPEM; over five years the annualized figures are +13.37% and +6.87% respectively. Across the full 12-year window we track, IVV has the edge at +7.07% annualized vs +4.33%. 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 15.1% for JPEM. 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 -43.8% for JPEM. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% against 4.71% for JPEM.
Holdings Overlap
IVV and JPEM share 0 holdings out of 1022 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 JPEM?
IVV has an expense ratio of 0.03% while JPEM charges 0.44%. IVV is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, IVV or JPEM?
Over the past year IVV returned +22.02% vs +16.86% for JPEM, so IVV leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +7.07% vs +4.33% for JPEM. Past performance does not guarantee future results.
Which is riskier, IVV or JPEM?
IVV has been the more volatile fund at 15.1% annualized versus 15.1% for JPEM. Worst drawdown: IVV -56.5% vs JPEM -43.8%.
Should I hold both IVV and JPEM?
IVV and JPEM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JPEM?
IVV and JPEM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1022 unique securities.
Which pays a higher dividend, IVV or JPEM?
IVV yields 1.09% while JPEM yields 4.71%, so JPEM currently pays the higher dividend yield.
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