IVV vs JUDB

IVV vs JUDB
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVJUDBWinner
Expense Ratio0.03%0.25%
AUM$907.0B$12M
Dividend Yield1.10%0.00%
Holdings5085
YTD Return+12.71%+3.02%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.9%
Fund FamilyiShares by BlackRock (US)Aptus ETFs
CategoryEquityAlternative
InceptionMay 15, 2000May 5, 2026

IVV vs JUDB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Aptus July Deep Buffer ETF (JUDB) is a ETF from Aptus ETFs. Year to date, IVV is up 12.71% versus a gain of 3.02% for JUDB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.9% for JUDB. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while JUDB charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for JUDB.

Frequently Asked Questions

Which is cheaper, IVV or JUDB?

IVV has an expense ratio of 0.03% while JUDB charges 0.25%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which pays a higher dividend, IVV or JUDB?

IVV yields 1.10% while JUDB yields 0.00%, so IVV currently pays the higher dividend yield.

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