IVV vs JRO
IVV vs JRO
iShares Core S&P 500 ETF vs Nuveen Floating Rate Income Opportunity Fund
Quick Verdict
IVV offers more diversification with 505 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: IVV
Side-by-Side Comparison
| Metric | IVV | JRO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | - | |
| AUM | $865.2B | - | |
| Dividend Yield | 1.09% | - | |
| Holdings | 508 | 0 | |
| YTD Return | +13.43% | - | |
| 1Y Return | +22.61% | - | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | - | |
| Fund Family | iShares by BlackRock (US) | Nuveen Floating Rate Income Opportunity Fund | |
| Category | Equity | - | |
| Inception | May 15, 2000 | - |
IVV vs JRO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen Floating Rate Income Opportunity Fund (JRO) is a ETF from Nuveen Floating Rate Income Opportunity Fund.
Risk: Volatility and Drawdowns
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