IVV vs JTNY
iShares Core S&P 500 ETF vs JPMorgan New York Tax Free Bond ETF
Which is better, IVV or JTNY?
Large Cap Blend against Municipal Bond.
IVV has a lower expense ratio. IVV led over 1Y.
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 | JTNY |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.34% |
| AUM | $876.4B | $444M |
| Dividend Yield | 1.06% | 0.60% |
| Holdings | 508 | 235 |
| YTD Return | +12.51%Best | -2.93% |
| 1Y Return | +17.57% | - |
| 3Y Return (annualized) | +21.27% | - |
| 5Y Return (annualized) | +12.95% | - |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Tax Preferred |
| Style | Large Cap Blend | Municipal Bond |
| Inception | May 15, 2000 | Jun 12, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs JTNY 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs JTNY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan New York Tax Free Bond ETF (JTNY) is an ETF from J.P. Morgan Asset Management. Year to date, IVV is up 12.51% versus a loss of 2.93% for JTNY.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while JTNY charges 0.34%. On a $10,000 position that is $3 vs $34 annually, a gap of $31 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.60% for JTNY.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in JTNY, totalling 100.0% and 0.2% 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 1 in JTNY, against full books of 508 and 235.
You are not choosing between two funds in isolation.
Whichever of IVV and JTNY 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 JTNY?
IVV has an expense ratio of 0.03% while JTNY charges 0.34%. IVV is the cheaper option, by $31 a year on a $10,000 investment.
Which pays a higher dividend, IVV or JTNY?
IVV yields 1.06% while JTNY yields 0.60%, so IVV currently pays the higher dividend yield.
Is JTNY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.