IVV vs JUCY
iShares Core S&P 500 ETF vs Aptus Enhanced Yield ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JUCY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.60% | |
| AUM | $907.0B | $332M | |
| Dividend Yield | 1.10% | 8.85% | |
| Holdings | 508 | 14 | |
| YTD Return | +12.71% | -0.76% | |
| 1Y Return | +21.89% | +2.08% | |
| 3Y Return (annualized) | +22.08% | +2.95% | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 1.8% | |
| Max Drawdown | -56.5% | -2.1% | |
| Fund Family | iShares by BlackRock (US) | Aptus ETFs | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Oct 31, 2022 |
IVV vs JUCY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Aptus Enhanced Yield ETF (JUCY) is a ETF from Aptus ETFs. Over the past year IVV returned +21.89% while JUCY returned +2.08%. Year to date, IVV is up 12.71% versus a loss of 0.76% for JUCY.
Over three years, IVV compounded at +22.08% per year against +2.95% for JUCY. Across the full 4-year window we track, IVV has the edge at +7.00% annualized vs +3.16%. 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 1.8% for JUCY. 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 -2.1% for JUCY. 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 -0.09. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JUCY charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 8.85% for JUCY.
Holdings Overlap
IVV and JUCY share 0 holdings out of 512 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JUCY?
IVV has an expense ratio of 0.03% while JUCY charges 0.60%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, IVV or JUCY?
Over the past year IVV returned +21.89% vs +2.08% for JUCY, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.00% vs +3.16% for JUCY. Past performance does not guarantee future results.
Which is riskier, IVV or JUCY?
IVV has been the more volatile fund at 15.1% annualized versus 1.8% for JUCY. Worst drawdown: IVV -56.5% vs JUCY -2.1%.
Should I hold both IVV and JUCY?
IVV and JUCY have a monthly-return correlation of -0.09, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JUCY?
IVV and JUCY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, IVV or JUCY?
IVV yields 1.10% while JUCY yields 8.85%, so JUCY currently pays the higher dividend yield.
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