IVV vs JULB
iShares Core S&P 500 ETF vs Aptus July Buffer 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 | JULB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.25% | |
| AUM | $886.7B | $47M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 5 | |
| YTD Return | +12.13% | +9.21% | |
| 1Y Return | +20.37% | +12.07% | |
| 3Y Return (annualized) | +20.91% | - | |
| 5Y Return (annualized) | +12.59% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -5.2% | |
| Fund Family | iShares by BlackRock (US) | Aptus ETFs | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Oct 13, 2025 |
IVV vs JULB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Aptus July Buffer ETF (JULB) is a ETF from Aptus ETFs. Over the past year IVV returned +20.37% while JULB returned +12.07%. Year to date, IVV is up 12.13% versus a gain of 9.21% for JULB.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -5.2% for JULB. 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 JULB 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 JULB.
Frequently Asked Questions
Which is cheaper, IVV or JULB?
IVV has an expense ratio of 0.03% while JULB charges 0.25%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, IVV or JULB?
Over the past year IVV returned +20.37% vs +12.07% for JULB, so IVV leads on 1-year performance. Past performance does not guarantee future results.
Which pays a higher dividend, IVV or JULB?
IVV yields 1.10% while JULB yields 0.00%, so IVV currently pays the higher dividend yield.
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