IVV vs JSCP
iShares Core S&P 500 ETF vs JPMorgan Short Duration Core Plus ETF
Which is better, IVV or JSCP?
Large Cap Blend against Short Term Bond.
IVV has a lower expense ratio. 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 | JSCP |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.33% |
| AUM | $876.4B | $1.8B |
| Dividend Yield | 1.06% | 4.45% |
| Holdings | 508 | 1,270 |
| YTD Return | +12.51%Best | +0.43% |
| 1Y Return | +17.57%Best | +1.67% |
| 3Y Return (annualized) | +21.27%Best | +5.41% |
| 5Y Return (annualized) | +12.95%Best | +2.32% |
| Volatility (annualized) | 15.3% | 3.0%Best |
| Max Drawdown | -24.5% | -8.9%Best |
| $10,000 over 5 years | $18,384Best | $11,215 |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Short Term Bond |
| Inception | May 15, 2000 | Mar 1, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 2, 2021 to Sep 11, 2026 (5.5 years).
IVV vs JSCP 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 5.5 years both funds cover.
IVV vs JSCP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Short Duration Core Plus ETF (JSCP) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +17.57% while JSCP returned +1.67%. Year to date, IVV is up 12.51% versus a gain of 0.43% for JSCP.
Over three years, IVV compounded at +21.27% per year against +5.41% for JSCP; over five years the annualized figures are +12.95% and +2.32% respectively. Across the full 6-year window we track, IVV has the edge at +14.72% annualized vs +2.24%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.0% for JSCP. 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 -24.5% for IVV and -8.9% for JSCP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while JSCP charges 0.33%. On a $10,000 position that is $3 vs $33 annually, a gap of $30 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.45% for JSCP.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 6 in JSCP, totalling 100.0% and 5.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 6 in JSCP, against full books of 508 and 1,270.
You are not choosing between two funds in isolation.
Whichever of IVV and JSCP 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 is cheaper, IVV or JSCP?
IVV has an expense ratio of 0.03% while JSCP charges 0.33%. IVV is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, IVV or JSCP?
Over the past year IVV returned +17.57% vs +1.67% for JSCP, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +14.72% vs +2.24% for JSCP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JSCP?
IVV has been the more volatile fund at 15.3% annualized versus 3.0% for JSCP. Worst drawdown: IVV -24.5% vs JSCP -8.9%.
Should I hold both IVV and JSCP?
IVV and JSCP have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or JSCP?
IVV yields 1.06% while JSCP yields 4.45%, so JSCP currently pays the higher dividend yield.
Is JSCP better than IVV?
IVV has a lower expense ratio. 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.