IVV vs JPMO
iShares Core S&P 500 ETF vs YieldMax JPM Option Income Strategy ETF
Quick Verdict
IVV has a lower expense ratio. JPMO delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JPMO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.19% | |
| AUM | $907.0B | $57M | |
| Dividend Yield | 1.10% | 33.55% | |
| Holdings | 508 | 17 | |
| YTD Return | +12.28% | - | |
| 1Y Return | +20.94% | - | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | - | |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Sep 11, 2023 |
IVV vs JPMO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and YieldMax JPM Option Income Strategy ETF (JPMO) is a ETF from YieldMax ETF.
Risk: Volatility and Drawdowns
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 1.10% against 33.55% for JPMO.
Holdings Overlap
IVV and JPMO share 0 holdings out of 510 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 JPMO?
IVV has an expense ratio of 0.03% while JPMO charges 1.19%. IVV is the cheaper option. On a $10,000 investment, that is $116 per year of difference.
What is the holdings overlap between IVV and JPMO?
IVV and JPMO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or JPMO?
IVV yields 1.10% while JPMO yields 33.55%, so JPMO currently pays the higher dividend yield.
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