IVV vs JPFP
iShares Core S&P 500 ETF vs JPMorgan Managed Futures Plus ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JPFP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.59% | |
| AUM | $907.0B | $34M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 346 | |
| YTD Return | +13.22% | +1.02% | |
| 1Y Return | +21.62% | - | |
| 3Y Return (annualized) | +22.17% | - | |
| 5Y Return (annualized) | +13.42% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -6.6% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | May 27, 2026 |
IVV vs JPFP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Managed Futures Plus ETF (JPFP) is a ETF from J.P. Morgan Asset Management. Year to date, IVV is up 13.22% versus a gain of 1.02% for JPFP.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -6.6% for JPFP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while JPFP charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for JPFP.
Holdings Overlap
IVV and JPFP share 272 holdings out of 579 unique holdings combined, representing a 48.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JPFP?
IVV has an expense ratio of 0.03% while JPFP charges 0.59%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
What is the holdings overlap between IVV and JPFP?
IVV and JPFP share 272 common holdings with a 48.6% weight overlap. Combined, they hold 579 unique securities.
Which pays a higher dividend, IVV or JPFP?
IVV yields 1.10% while JPFP yields 0.00%, so IVV currently pays the higher dividend yield.
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