IVV vs JXX
iShares Core S&P 500 ETF vs Janus Henderson Transformational Growth ETF
Which is better, IVV or JXX?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 61.3%.
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 | JXX |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.57% |
| AUM | $876.4B | $25M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 24 |
| YTD Return | +12.27%Best | +10.56% |
| 1Y Return | +17.04%Best | +10.33% |
| 3Y Return (annualized) | +21.24% | - |
| 5Y Return (annualized) | +13.08% | - |
| Volatility (annualized) | 13.1%Best | 23.3% |
| Max Drawdown | -18.8%Best | -23.7% |
| $10,000 over 1.6 years | $12,826Best | $12,237 |
| Top 10 Weight | 37.8%Best | 61.3% |
| Fund Family | iShares by BlackRock (US) | Janus Henderson Investors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Feb 4, 2025 |
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 5, 2025 to Sep 17, 2026 (1.6 years).
IVV vs JXX 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 1.6 years both funds cover.
IVV vs JXX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Janus Henderson Transformational Growth ETF (JXX) is an ETF from Janus Henderson Investors. Over the past year IVV returned +17.04% while JXX returned +10.33%. Year to date, IVV is up 12.27% versus a gain of 10.56% for JXX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JXX has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 13.1% for IVV. 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 -23.7% for JXX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JXX charges 0.57%. On a $10,000 position that is $3 vs $57 annually, a gap of $54 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for JXX.
Holdings Overlap
11.2% of IVV's money is in holdings JXX also owns. 63.2% of JXX's money is in holdings IVV also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 490 positions we hold weights for in IVV and 23 in JXX, against full books of 508 and 24.
What only one of them owns
Our book lists 8 positions for JXX that do not appear in our book for IVV (23.8% of the fund), and 468 for IVV that do not appear in JXX (87.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JXX | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 3.84% | 8.06% | 4.22% |
| AVGOBroadcom Inc | 2.65% | 7.46% | 4.81% |
| ORCLOracle Corp - Common | 0.38% | 7.98% | 7.60% |
| HWMHowmet Aerospace Inc. | 0.15% | 5.13% | 4.98% |
| UNHUnitedhealth Group Incorporated | 0.53% | 4.64% | 4.11% |
| LLYEli Lilly & Co. | 1.38% | 3.52% | 2.14% |
| AMDAdvanced Micro Devices Inc | 1.16% | 3.63% | 2.47% |
| DHRDanaher Corporation | 0.20% | 4.29% | 4.09% |
| LITELumentum Holdings Inc | 0.11% | 4.07% | 3.96% |
| BABoeing Co | 0.25% | 3.69% | 3.44% |
63.2% of JXX is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or JXX?
IVV has an expense ratio of 0.03% while JXX charges 0.57%. IVV is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, IVV or JXX?
Over the past year IVV returned +17.04% vs +10.33% for JXX, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +16.83% vs +13.45% for JXX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JXX?
JXX has been the more volatile fund at 23.3% annualized versus 13.1% for IVV. Worst drawdown: IVV -18.8% vs JXX -23.7%.
Should I hold both IVV and JXX?
IVV and JXX have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and JXX?
63.2% of JXX's money is in holdings IVV also owns. 63.2% of JXX's is in holdings IVV also owns. They hold 14 positions in common, counted across the 490 positions we hold weights for in IVV and 23 in JXX.
Which pays a higher dividend, IVV or JXX?
IVV yields 1.06% while JXX yields 0.00%, so IVV currently pays the higher dividend yield.
Is JXX better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 61.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.