IVV vs JUCY
iShares Core S&P 500 ETF vs Aptus Enhanced Yield ETF
Which is better, IVV or JUCY?
Large Cap Blend against High Yield Bond.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window.
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 | JUCY |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.60% |
| AUM | $882.6B | $369M |
| Dividend Yield | 1.06% | 8.86% |
| Holdings | 508 | 28 |
| YTD Return | +14.98%Best | -2.16% |
| 1Y Return | +17.32%Best | -1.06% |
| 3Y Return (annualized) | +23.33%Best | +2.16% |
| 5Y Return (annualized) | +13.95% | - |
| Volatility (annualized) | 12.8% | 2.0%Best |
| Max Drawdown | -18.8% | -3.6%Best |
| $10,000 over 3.9 years | $21,283Best | $11,091 |
| Fund Family | iShares by BlackRock (US) | Aptus ETFs |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | High Yield Bond |
| Inception | May 15, 2000 | Oct 31, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Nov 1, 2022 to Oct 6, 2026 (3.9 years).
IVV vs JUCY 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 3.9 years both funds cover.
IVV vs JUCY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Aptus Enhanced Yield ETF (JUCY) is an ETF from Aptus ETFs. Over the past year IVV returned +17.32% while JUCY returned -1.06%. Year to date, IVV is up 14.98% versus a loss of 2.16% for JUCY.
Over three years, IVV compounded at +23.33% per year against +2.16% for JUCY. Across the full 4-year window we track, IVV has the edge at +21.37% annualized vs +2.69%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 2.0% 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 -18.8% for IVV and -3.6% for JUCY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.05. They move largely independently of each other.
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 1.06% against 8.86% for JUCY.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 6 in JUCY, totalling 99.9% and 51.1% 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 6 in JUCY, against full books of 508 and 28.
You are not choosing between two funds in isolation.
Whichever of IVV and JUCY 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 JUCY?
IVV has an expense ratio of 0.03% while JUCY charges 0.60%. IVV is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, IVV or JUCY?
Over the past year IVV returned +17.32% vs -1.06% for JUCY, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +21.37% vs +2.69% for JUCY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JUCY?
IVV has been the more volatile fund at 12.8% annualized versus 2.0% for JUCY. Worst drawdown: IVV -18.8% vs JUCY -3.6%.
Should I hold both IVV and JUCY?
IVV and JUCY have a monthly-return correlation of -0.05, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or JUCY?
IVV yields 1.06% while JUCY yields 8.86%, so JUCY currently pays the higher dividend yield.
Is JUCY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.