IVV vs JTA
IVV vs JTA
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IVV vs JTA
iShares Core S&P 500 ETF vs Nuveen Tax-Advantaged Total Return Strategy Fund
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Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Quick Verdict
IVV offers more diversification with 508 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: IVV
Side-by-Side Comparison
| Metric | IVV | JTA | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | - | |
| AUM | $907.0B | - | |
| Dividend Yield | 1.10% | - | |
| Holdings | 508 | 0 | |
| YTD Return | +13.22% | - | |
| 1Y Return | +21.62% | - | |
| 3Y Return (annualized) | +22.17% | - | |
| 5Y Return (annualized) | +13.42% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | - | |
| Fund Family | iShares by BlackRock (US) | Nuveen Tax-Advantaged Total Return Strategy Fund | |
| Category | Equity | - | |
| Inception | May 15, 2000 | - |
IVV vs JTA Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) is a ETF from Nuveen Tax-Advantaged Total Return Strategy Fund.
Risk: Volatility and Drawdowns
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Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.