IVV vs JTD
IVV vs JTD
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
IVV vs JTD
iShares Core S&P 500 ETF vs Nuveen Tax-Advantaged Dividend Growth Fund
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
Quick Verdict
IVV offers more diversification with 508 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: IVV
Side-by-Side Comparison
| Metric | IVV | JTD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | - | |
| AUM | $886.7B | - | |
| Dividend Yield | 1.10% | - | |
| Holdings | 508 | 0 | |
| YTD Return | +13.86% | - | |
| 1Y Return | +21.57% | - | |
| 3Y Return (annualized) | +21.48% | - | |
| 5Y Return (annualized) | +12.88% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | - | |
| Fund Family | iShares by BlackRock (US) | Nuveen Tax-Advantaged Dividend Growth Fund | |
| Category | Equity | - | |
| Inception | May 15, 2000 | - |
IVV vs JTD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen Tax-Advantaged Dividend Growth Fund (JTD) is a ETF from Nuveen Tax-Advantaged Dividend Growth Fund.
Risk: Volatility and Drawdowns
Frequently Asked Questions
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.