IVV vs JRS
iShares Core S&P 500 ETF vs Nuveen Real Estate Income Fund
Which is better, IVV or JRS?
Large Cap Blend against Mid Cap Blend.
IVV led over 1Y, 3Y, 5Y and the full window.
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
| Metric | IVV | JRS |
|---|---|---|
| Expense Ratio | 0.03% | - |
| AUM | $876.4B | - |
| Dividend Yield | 1.06% | 7.40% |
| Holdings | 508 | 87 |
| YTD Return | +12.24%Best | +10.69% |
| 1Y Return | +18.61%Best | +7.60% |
| 3Y Return (annualized) | +20.98%Best | +13.69% |
| 5Y Return (annualized) | +12.76%Best | +1.19% |
| Volatility (annualized) | 14.8%Best | 28.2% |
| Max Drawdown | -56.5%Best | -90.7% |
| $10,000 over 5 years | $18,230Best | $10,609 |
| Fund Family | iShares by BlackRock (US) | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Blend |
| Inception | May 15, 2000 | Nov 15, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2001 to Sep 9, 2026 (24.8 years).
IVV vs JRS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 24.8 years both funds cover.
IVV vs JRS Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Nuveen Real Estate Income Fund (JRS) is an ETF from Nuveen. Over the past year IVV returned +18.61% while JRS returned +7.60%. Year to date, IVV is up 12.24% versus a gain of 10.69% for JRS.
Over three years, IVV compounded at +20.98% per year against +13.69% for JRS; over five years the annualized figures are +12.76% and +1.19% respectively. Across the full 25-year window we track, IVV has the edge at +8.30% annualized vs -0.71%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JRS has been the more volatile fund, with annualized monthly volatility of 28.2% compared with 14.8% 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 -90.7% for JRS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Holdings Overlap
At least 1.5% of IVV's money is in holdings JRS also owns.
Stated as a floor: for JRS, our book for it covers 82.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and JRS share little of their money.
The two holdings books were reported 127 days apart, IVV as of Aug 5, 2026 and JRS as of Mar 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
25 positions in common, counted across the 505 positions we hold weights for in IVV and 53 in JRS, against full books of 508 and 87.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JRS | Difference |
|---|---|---|---|
| PLDPrologis Inc | 0.20% | 7.12% | 6.92% |
| EQIXEquinix Inc. Real Estate Investment Trust | 0.16% | 4.90% | 4.74% |
| DLRDigital Realty Trust Inc. | 0.10% | 4.47% | 4.37% |
| VTRVentas Inc . | 0.07% | 4.31% | 4.24% |
| WELLWelltower, Inc. | 0.25% | 3.06% | 2.81% |
| DOCHealthpeak Properties Inc | 0.02% | 2.36% | 2.34% |
| FRTFederal Realty Investment Trust | 0.01% | 2.25% | 2.24% |
| SPGSimon Property Group Inc | 0.11% | 2.13% | 2.02% |
| VICIVici Properties Inc | 0.04% | 2.02% | 1.98% |
| CPTCamden Property Trust Common Stock | 0.02% | 2.01% | 1.99% |
You are not choosing between two funds in isolation.
Whichever of IVV and JRS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which performed better, IVV or JRS?
Over the past year IVV returned +18.61% vs +7.60% for JRS, so IVV leads on 1-year performance. Over the longest common window we track (25 years), IVV annualized +8.30% vs -0.71% for JRS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JRS?
JRS has been the more volatile fund at 28.2% annualized versus 14.8% for IVV. Worst drawdown: IVV -56.5% vs JRS -90.7%.
Should I hold both IVV and JRS?
IVV and JRS have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and JRS?
At least 1.5% of IVV's money is in holdings JRS also owns. Our book for JRS is partial, so the real figure is this or higher. They hold 25 positions in common, counted across the 505 positions we hold weights for in IVV and 53 in JRS.
Which pays a higher dividend, IVV or JRS?
IVV yields 1.06% while JRS yields 7.40%, so JRS currently pays the higher dividend yield.
Is JRS better than IVV?
IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.