IVV vs JPSV
iShares Core S&P 500 ETF vs JPMorgan Active Small Cap Value ETF
Quick Verdict
IVV has a lower expense ratio. JPSV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | JPSV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.55% | |
| AUM | $865.2B | $28M | |
| Dividend Yield | 1.09% | 1.25% | |
| Holdings | 508 | 111 | |
| YTD Return | +14.50% | +23.95% | |
| 1Y Return | +22.02% | +23.55% | |
| 3Y Return (annualized) | +21.80% | +13.52% | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 16.1% | |
| Max Drawdown | -56.5% | -22.8% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 7, 2023 |
IVV vs JPSV Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Active Small Cap Value ETF (JPSV) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +22.02% while JPSV returned +23.55%. Year to date, IVV is up 14.50% versus a gain of 23.95% for JPSV.
Over three years, IVV compounded at +21.80% per year against +13.52% for JPSV. Across the full 3-year window we track, JPSV has the edge at +12.26% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPSV has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -22.8% for JPSV. 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JPSV charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.25% for JPSV.
Holdings Overlap
IVV and JPSV share 0 holdings out of 615 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 JPSV?
IVV has an expense ratio of 0.03% while JPSV charges 0.55%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, IVV or JPSV?
Over the past year IVV returned +22.02% vs +23.55% for JPSV, so JPSV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.07% vs +12.26% for JPSV. Past performance does not guarantee future results.
Which is riskier, IVV or JPSV?
JPSV has been the more volatile fund at 16.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JPSV -22.8%.
Should I hold both IVV and JPSV?
IVV and JPSV have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JPSV?
IVV and JPSV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 615 unique securities.
Which pays a higher dividend, IVV or JPSV?
IVV yields 1.09% while JPSV yields 1.25%, so JPSV currently pays the higher dividend yield.
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