IVV vs JPX

IVV vs JPX

Which is better, IVV or JPX?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVJPX
Expense Ratio0.03%Best1.29%
AUM$876.4B$2M
Dividend Yield1.06%0.00%
Holdings5085
Fund FamilyiShares by BlackRock (US)Defiance ETFs, LLC
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Jul 23, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 274 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 23, 2026 and JPX through Dec 23, 2025.

Fees and Cost Over Time

IVV charges 0.03% per year while JPX charges 1.29%. On a $10,000 position that is $3 vs $129 annually, a gap of $126 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for JPX.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 2 in JPX, totalling 99.3% and 46.0% 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 304 days apart, IVV as of Aug 31, 2026 and JPX as of Oct 31, 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 2 in JPX, against full books of 508 and 5.

You are not choosing between two funds in isolation.

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

IVVJPX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or JPX?

IVV has an expense ratio of 0.03% while JPX charges 1.29%. IVV is the cheaper option, by $126 a year on a $10,000 investment.

Which pays a higher dividend, IVV or JPX?

IVV yields 1.06% while JPX yields 0.00%, so IVV currently pays the higher dividend yield.

Is JPX better than IVV?

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