IVV vs JPIE
iShares Core S&P 500 ETF vs JPMorgan Income ETF
Which is better, IVV or JPIE?
Large Cap Blend against Diversified Sectoral Bond.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window.
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 | JPIE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.39% |
| AUM | $876.4B | $10.6B |
| Dividend Yield | 1.06% | 5.65% |
| Holdings | 508 | 2,702 |
| YTD Return | +12.51%Best | +1.84% |
| 1Y Return | +17.57%Best | +3.25% |
| 3Y Return (annualized) | +21.27%Best | +6.70% |
| 5Y Return (annualized) | +12.95% | - |
| Volatility (annualized) | 15.7% | 4.2%Best |
| Max Drawdown | -24.5% | -10.0%Best |
| $10,000 over 4.9 years | $17,786Best | $11,736 |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Diversified Sectoral Bond |
| Inception | May 15, 2000 | Oct 28, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.9 years row, are measured over the window both funds cover: Nov 2, 2021 to Sep 11, 2026 (4.9 years).
IVV vs JPIE 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 4.9 years both funds cover.
IVV vs JPIE Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Income ETF (JPIE) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +17.57% while JPIE returned +3.25%. Year to date, IVV is up 12.51% versus a gain of 1.84% for JPIE.
Over three years, IVV compounded at +21.27% per year against +6.70% for JPIE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 4.2% for JPIE. 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 -24.5% for IVV and -10.0% for JPIE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while JPIE charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.65% for JPIE.
Holdings Overlap
At least 0.4% of IVV's money is in holdings JPIE also owns.
Stated as a floor: for JPIE, our book for it covers 0.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 505 positions we hold weights for in IVV and 11 in JPIE, against full books of 508 and 2,702.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JPIE | Difference |
|---|---|---|---|
| WFCWells Fargo & Co. | 0.41% | 0.09% | 0.32% |
You are not choosing between two funds in isolation.
Whichever of IVV and JPIE 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 JPIE?
IVV has an expense ratio of 0.03% while JPIE charges 0.39%. IVV is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, IVV or JPIE?
Over the past year IVV returned +17.57% vs +3.25% for JPIE, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JPIE?
IVV has been the more volatile fund at 15.7% annualized versus 4.2% for JPIE. Worst drawdown: IVV -24.5% vs JPIE -10.0%.
Should I hold both IVV and JPIE?
IVV and JPIE have a monthly-return correlation of 0.69, 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 JPIE?
IVV yields 1.06% while JPIE yields 5.65%, so JPIE currently pays the higher dividend yield.
Is JPIE better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.