IVV vs JPFP

IVV vs JPFP

Which is better, IVV or JPFP?

Large Cap Blend against Managed Futures.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVJPFP
Expense Ratio0.03%Best0.59%
AUM$850.0B$142M
Dividend Yield1.09%0.00%
Holdings1,018627
YTD Return+11.33%Best-2.03%
1Y Return+13.50%-
3Y Return (annualized)+20.45%-
5Y Return (annualized)+11.61%-
Fund FamilyiShares by BlackRock (US)J.P. Morgan Asset Management
CategoryEquityAlternative
StyleLarge Cap BlendManaged Futures
InceptionMay 15, 2000May 27, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs JPFP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs JPFP Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Managed Futures Plus ETF (JPFP) is an ETF from J.P. Morgan Asset Management. Year to date, IVV is up 11.33% versus a loss of 2.03% for JPFP.

Past performance does not guarantee future results.

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 1.09% against 0.00% for JPFP.

You are not choosing between two funds in isolation.

Whichever of IVV and JPFP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVJPFP

Free for up to 10 holdings. No account needed.

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, by $56 a year on a $10,000 investment.

Which pays a higher dividend, IVV or JPFP?

IVV yields 1.09% while JPFP yields 0.00%, so IVV currently pays the higher dividend yield.

Is JPFP better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.