IVV vs JSTC
iShares Core S&P 500 ETF vs Adasina Social Justice All Cap Global ETF
Which is better, IVV or JSTC?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. JSTC is less concentrated, with 11.0% of the fund in its ten largest positions against 37.9%.
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 | JSTC |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.89% |
| AUM | $876.4B | $304M |
| Dividend Yield | 1.06% | 1.22% |
| Holdings | 508 | 631 |
| YTD Return | +12.24%Best | +11.01% |
| 1Y Return | +18.61%Best | +12.84% |
| 3Y Return (annualized) | +20.98%Best | +13.66% |
| 5Y Return (annualized) | +12.76%Best | +5.93% |
| Volatility (annualized) | 15.1% | 14.1%Best |
| Max Drawdown | -24.5%Best | -26.8% |
| $10,000 over 5 years | $18,230Best | $13,338 |
| Top 10 Weight | 37.9% | 11.0%Best |
| Fund Family | iShares by BlackRock (US) | Adasina ETF Social Capital |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Dec 8, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Dec 10, 2020 to Sep 9, 2026 (5.7 years).
IVV vs JSTC 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 5.7 years both funds cover.
IVV vs JSTC Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Adasina Social Justice All Cap Global ETF (JSTC) is an ETF from Adasina ETF Social Capital. Over the past year IVV returned +18.61% while JSTC returned +12.84%. Year to date, IVV is up 12.24% versus a gain of 11.01% for JSTC.
Over three years, IVV compounded at +20.98% per year against +13.66% for JSTC; over five years the annualized figures are +12.76% and +5.93% respectively. Across the full 6-year window we track, IVV has the edge at +15.13% annualized vs +8.32%.
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 14.1% 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 -24.5% for IVV and -26.8% for JSTC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.06% against 1.22% for JSTC.
Holdings Overlap
14.0% of IVV's money is in holdings JSTC also owns. 36.7% of JSTC's money is in holdings IVV also owns.
The two portfolios partly overlap.
86 positions in common, counted across the 505 positions we hold weights for in IVV and 617 in JSTC, against full books of 508 and 631.
What only one of them owns
Our book lists 224 positions for JSTC that do not appear in our book for IVV (22.5% of the fund), and 410 for IVV that do not appear in JSTC (85.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JSTC | Difference |
|---|---|---|---|
| LLYEli Lilly & Co. | 1.39% | 1.07% | 0.32% |
| VVisa Inc | 0.92% | 1.38% | 0.46% |
| METAMeta Platforms, Inc. | 1.94% | 0.18% | 1.76% |
| LRCXLam Research Corpcommon Stock | 0.58% | 1.48% | 0.90% |
| AMDAdvanced Micro Devices Inc. | 1.18% | 0.75% | 0.43% |
| ABBVAbbvie Inc. | 0.65% | 1.18% | 0.53% |
| MAMastercard Inc | 0.69% | 1.14% | 0.45% |
| INTCIntel Corp. | 0.72% | 0.45% | 0.27% |
| CMICummins Inc. | 0.13% | 0.99% | 0.86% |
| PANWPalo Alto Networks Inc. | 0.44% | 0.65% | 0.21% |
36.7% of JSTC is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $86 a year on a $10,000 investment.
Which performed better, IVV or JSTC?
Over the past year IVV returned +18.61% vs +12.84% for JSTC, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +15.13% vs +8.32% for JSTC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JSTC?
IVV has been the more volatile fund at 15.1% annualized versus 14.1% for JSTC. Worst drawdown: IVV -24.5% 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. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between IVV and JSTC?
36.7% of JSTC's money is in holdings IVV also owns. 36.7% of JSTC's is in holdings IVV also owns. They hold 86 positions in common, counted across the 505 positions we hold weights for in IVV and 617 in JSTC.
Which pays a higher dividend, IVV or JSTC?
IVV yields 1.06% while JSTC yields 1.22%, so JSTC currently pays the higher dividend yield.
Is JSTC better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. JSTC is less concentrated, with 11.0% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.