IVV vs JPMB
iShares Core S&P 500 ETF vs JPMorgan USD Emerging Markets Sovereign Bond ETF
Which is better, IVV or JPMB?
Large Cap Blend against Emerging Markets Bond.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y 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 | JPMB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.39% |
| AUM | $876.4B | $94M |
| Dividend Yield | 1.06% | 5.85% |
| Holdings | 508 | 202 |
| YTD Return | +12.39%Best | +0.59% |
| 1Y Return | +16.61%Best | +2.45% |
| 3Y Return (annualized) | +21.38%Best | +7.60% |
| 5Y Return (annualized) | +13.51%Best | +1.04% |
| Volatility (annualized) | 16.4% | 10.1%Best |
| Max Drawdown | -33.9% | -27.6%Best |
| $10,000 over 5 years | $18,844Best | $10,531 |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Emerging Markets Bond |
| Inception | May 15, 2000 | Jan 29, 2018 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 31, 2018 to Sep 18, 2026 (8.6 years).
IVV vs JPMB 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 8.6 years both funds cover.
IVV vs JPMB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +16.61% while JPMB returned +2.45%. Year to date, IVV is up 12.39% versus a gain of 0.59% for JPMB.
Over three years, IVV compounded at +21.38% per year against +7.60% for JPMB; over five years the annualized figures are +13.51% and +1.04% respectively. Across the full 9-year window we track, IVV has the edge at +13.20% annualized vs +0.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 10.1% for JPMB. 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 -33.9% for IVV and -27.6% for JPMB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JPMB 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 5.85% for JPMB.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 2 in JPMB, totalling 99.3% and 0.9% 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 490 positions we hold weights for in IVV and 2 in JPMB, against full books of 508 and 202.
You are not choosing between two funds in isolation.
Whichever of IVV and JPMB 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 JPMB?
IVV has an expense ratio of 0.03% while JPMB charges 0.39%. IVV is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, IVV or JPMB?
Over the past year IVV returned +16.61% vs +2.45% for JPMB, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +13.20% vs +0.79% for JPMB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JPMB?
IVV has been the more volatile fund at 16.4% annualized versus 10.1% for JPMB. Worst drawdown: IVV -33.9% vs JPMB -27.6%.
Should I hold both IVV and JPMB?
IVV and JPMB have a monthly-return correlation of 0.72, 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 JPMB?
IVV yields 1.06% while JPMB yields 5.85%, so JPMB currently pays the higher dividend yield.
Is JPMB better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.