IVV vs JPSE
IVV vs JPSE
iShares Core S&P 500 ETF vs JPMorgan Diversified Return US Small Cap Equity ETF
Quick Verdict
IVV has a lower expense ratio. JPSE delivered stronger 1-year returns. JPSE offers more diversification with 546 holdings.
Side-by-Side Comparison
| Metric | IVV | JPSE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.29% | |
| AUM | $865.2B | $594M | |
| Dividend Yield | 1.09% | 1.58% | |
| Holdings | 508 | 557 | |
| YTD Return | +13.80% | +20.98% | |
| 1Y Return | +23.70% | +33.29% | |
| 3Y Return (annualized) | +21.49% | +14.60% | |
| 5Y Return (annualized) | +13.43% | +8.67% | |
| Volatility (annualized) | 15.1% | 19.9% | |
| Max Drawdown | -56.5% | -43.2% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 15, 2016 |
IVV vs JPSE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +23.70% while JPSE returned +33.29%. Year to date, IVV is up 13.80% versus a gain of 20.98% for JPSE.
Over three years, IVV compounded at +21.49% per year against +14.60% for JPSE; over five years the annualized figures are +13.43% and +8.67% respectively. Across the full 10-year window we track, JPSE has the edge at +10.42% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPSE has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 15.1% for IVV. 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 -43.2% for JPSE. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JPSE charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.58% for JPSE.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or JPSE?
IVV has an expense ratio of 0.03% while JPSE charges 0.29%. IVV is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, IVV or JPSE?
Over the past year IVV returned +23.70% vs +33.29% for JPSE, so JPSE leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +7.05% vs +10.42% for JPSE. Past performance does not guarantee future results.
Which is riskier, IVV or JPSE?
JPSE has been the more volatile fund at 19.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JPSE -43.2%.
Should I hold both IVV and JPSE?
IVV and JPSE have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JPSE?
IVV and JPSE share 2 common holdings with a 0.0% weight overlap. Combined, they hold 1049 unique securities.
Which pays a higher dividend, IVV or JPSE?
IVV yields 1.09% while JPSE yields 1.58%, so JPSE currently pays the higher dividend yield.
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