IVV vs JPMB
iShares Core S&P 500 ETF vs JPMorgan USD Emerging Markets Sovereign Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | JPMB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.39% | |
| AUM | $865.2B | $67M | |
| Dividend Yield | 1.09% | 6.79% | |
| Holdings | 508 | 205 | |
| YTD Return | +13.43% | +1.05% | |
| 1Y Return | +22.61% | +6.15% | |
| 3Y Return (annualized) | +21.47% | +7.54% | |
| 5Y Return (annualized) | +13.26% | +1.24% | |
| Volatility (annualized) | 15.1% | 10.1% | |
| Max Drawdown | -56.5% | -27.6% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jan 29, 2018 |
IVV vs JPMB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +22.61% while JPMB returned +6.15%. Year to date, IVV is up 13.43% versus a gain of 1.05% for JPMB.
Over three years, IVV compounded at +21.47% per year against +7.54% for JPMB; over five years the annualized figures are +13.26% and +1.24% respectively. Across the full 9-year window we track, IVV has the edge at +7.03% annualized vs +0.85%. 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 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 -56.5% for IVV and -27.6% for JPMB. 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 0.71. 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 1.09% against 6.79% for JPMB.
Holdings Overlap
IVV and JPMB share 0 holdings out of 584 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 JPMB?
IVV has an expense ratio of 0.03% while JPMB charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IVV or JPMB?
Over the past year IVV returned +22.61% vs +6.15% for JPMB, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.03% vs +0.85% for JPMB. Past performance does not guarantee future results.
Which is riskier, IVV or JPMB?
IVV has been the more volatile fund at 15.1% annualized versus 10.1% for JPMB. Worst drawdown: IVV -56.5% vs JPMB -27.6%.
Should I hold both IVV and JPMB?
IVV and JPMB have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JPMB?
IVV and JPMB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 584 unique securities.
Which pays a higher dividend, IVV or JPMB?
IVV yields 1.09% while JPMB yields 6.79%, so JPMB currently pays the higher dividend yield.
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