IVV vs JPMO

IVV vs JPMO

Which is better, IVV or JPMO?

Large Cap Blend against Multi Alternative.

IVV has a lower expense ratio. JPMO led over 1Y.

Lower Fees: IVVHigher Returns (1Y): JPMO

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

MetricIVVJPMO
Expense Ratio0.03%Best1.19%
AUM$876.4B$57M
Dividend Yield1.06%33.55%
Holdings50817
YTD Price Return+11.35%-
1Y Price Return+15.67%-
3Y Price Return (annualized)+19.51%-
5Y Price Return (annualized)+11.43%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-
Fund FamilyiShares by BlackRock (US)YieldMax ETF
CategoryEquityAlternative
StyleLarge Cap BlendMulti Alternative
InceptionMay 15, 2000Sep 11, 2023

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for JPMO. We have no price series for JPMO, so there is nothing to compare it against. IVV yields 1.06% and JPMO 33.55% on top.

IVV vs JPMO Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and YieldMax JPM Option Income Strategy ETF (JPMO) is an ETF from YieldMax ETF.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while JPMO charges 1.19%. On a $10,000 position that is $3 vs $119 annually, a gap of $116 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 33.55% for JPMO.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 5 in JPMO, totalling 99.3% and 51.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 367 days apart, IVV as of Aug 31, 2026 and JPMO as of Aug 29, 2025, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 5 in JPMO, against full books of 508 and 17.

You are not choosing between two funds in isolation.

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

IVVJPMO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or JPMO?

IVV has an expense ratio of 0.03% while JPMO charges 1.19%. IVV is the cheaper option, by $116 a year on a $10,000 investment.

Which pays a higher dividend, IVV or JPMO?

IVV yields 1.06% while JPMO yields 33.55%, so JPMO currently pays the higher dividend yield.

Is JPMO better than IVV?

IVV has a lower expense ratio. JPMO led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.