IVV vs JSTC
iShares Core S&P 500 ETF vs Adasina Social Justice All Cap Global ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. JSTC offers more diversification with 631 holdings.
Side-by-Side Comparison
| Metric | IVV | JSTC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.89% | |
| AUM | $907.0B | $308M | |
| Dividend Yield | 1.10% | 1.22% | |
| Holdings | 508 | 631 | |
| YTD Return | +13.22% | +13.10% | |
| 1Y Return | +21.62% | +15.66% | |
| 3Y Return (annualized) | +22.17% | +14.92% | |
| 5Y Return (annualized) | +13.42% | +6.87% | |
| Volatility (annualized) | 15.1% | 14.2% | |
| Max Drawdown | -56.5% | -26.8% | |
| Fund Family | iShares by BlackRock (US) | Adasina ETF Social Capital | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 8, 2020 |
IVV vs JSTC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Adasina Social Justice All Cap Global ETF (JSTC) is a ETF from Adasina ETF Social Capital. Over the past year IVV returned +21.62% while JSTC returned +15.66%. Year to date, IVV is up 13.22% versus a gain of 13.10% for JSTC.
Over three years, IVV compounded at +22.17% per year against +14.92% for JSTC; over five years the annualized figures are +13.42% and +6.87% respectively. Across the full 6-year window we track, JSTC has the edge at +8.77% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.2% for JSTC. 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 -26.8% for JSTC. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while JSTC charges 0.89%. On a $10,000 position that is $3 vs $89 annually, a gap of $86 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.22% for JSTC.
Holdings Overlap
IVV and JSTC share 82 holdings out of 1006 unique holdings combined, representing a 10.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JSTC?
IVV has an expense ratio of 0.03% while JSTC charges 0.89%. IVV is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, IVV or JSTC?
Over the past year IVV returned +21.62% vs +15.66% for JSTC, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.02% vs +8.77% for JSTC. Past performance does not guarantee future results.
Which is riskier, IVV or JSTC?
IVV has been the more volatile fund at 15.1% annualized versus 14.2% for JSTC. Worst drawdown: IVV -56.5% vs JSTC -26.8%.
Should I hold both IVV and JSTC?
IVV and JSTC have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and JSTC?
IVV and JSTC share 82 common holdings with a 10.3% weight overlap. Combined, they hold 1006 unique securities.
Which pays a higher dividend, IVV or JSTC?
IVV yields 1.10% while JSTC yields 1.22%, so JSTC currently pays the higher dividend yield.
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