IVV vs JRS
iShares Core S&P 500 ETF vs Nuveen Real Estate Income Fund
Quick Verdict
IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JRS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | - | |
| AUM | $907.0B | - | |
| Dividend Yield | 1.10% | 7.40% | |
| Holdings | 508 | 87 | |
| YTD Return | +12.96% | +16.12% | |
| 1Y Return | +20.70% | +19.92% | |
| 3Y Return (annualized) | +22.10% | +15.70% | |
| 5Y Return (annualized) | +13.40% | +2.84% | |
| Volatility (annualized) | 15.1% | 28.2% | |
| Max Drawdown | -56.5% | -90.7% | |
| Fund Family | iShares by BlackRock (US) | Nuveen | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 15, 2001 |
IVV vs JRS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen Real Estate Income Fund (JRS) is a ETF from Nuveen. Over the past year IVV returned +20.70% while JRS returned +19.92%. Year to date, IVV is up 12.96% versus a gain of 16.12% for JRS.
Over three years, IVV compounded at +22.10% per year against +15.70% for JRS; over five years the annualized figures are +13.40% and +2.84% respectively. Across the full 25-year window we track, IVV has the edge at +7.01% annualized vs -0.52%. 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 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 -90.7% for JRS. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
IVV and JRS share 25 holdings out of 533 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, IVV or JRS?
Over the past year IVV returned +20.70% vs +19.92% for JRS, so IVV leads on 1-year performance. Over the longest common window we track (25 years), IVV annualized +7.01% vs -0.52% for JRS. Past performance does not guarantee future results.
Which is riskier, IVV or JRS?
JRS has been the more volatile fund at 28.2% annualized versus 15.1% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JRS?
IVV and JRS share 25 common holdings with a 1.6% weight overlap. Combined, they hold 533 unique securities.
Which pays a higher dividend, IVV or JRS?
IVV yields 1.10% while JRS yields 7.40%, so JRS currently pays the higher dividend yield.
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