IVV vs MJSC
iShares Core S&P 500 ETF vs MUFG Japan Small Cap Active ETF
Which is better, IVV or MJSC?
Large Cap Blend against Small Cap Blend.
IVV has a lower expense ratio. MJSC led over 1Y and the full window. MJSC is less concentrated, with 19.1% of the fund in its ten largest positions against 38.1%.
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 | MJSC |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.85% |
| AUM | $882.6B | $23M |
| Dividend Yield | 1.06% | 0.53% |
| Holdings | 508 | 97 |
| YTD Return | +12.76% | +22.78%Best |
| 1Y Return | +15.57% | +27.25%Best |
| 3Y Return (annualized) | +22.95% | - |
| 5Y Return (annualized) | +13.54% | - |
| Volatility (annualized) | 12.7%Best | 20.9% |
| Max Drawdown | -8.9%Best | -12.6% |
| $10,000 over 1 years | $11,686 | $12,321Best |
| Top 10 Weight | 38.1% | 19.1%Best |
| Fund Family | iShares by BlackRock (US) | Mitsubishi UFJ Trust |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Blend |
| Inception | May 15, 2000 | Sep 16, 2025 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 17, 2025 to Oct 1, 2026 (1 years).
IVV vs MJSC 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 years both funds cover.
IVV vs MJSC Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and MUFG Japan Small Cap Active ETF (MJSC) is an ETF from Mitsubishi UFJ Trust. Over the past year IVV returned +15.57% while MJSC returned +27.25%. Year to date, IVV is up 12.76% versus a gain of 22.78% for MJSC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MJSC has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 12.7% 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 -8.9% for IVV and -12.6% for MJSC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while MJSC charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.53% for MJSC.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 97 in MJSC, totalling 99.9% and 99.8% 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 97 in MJSC, against full books of 508 and 97.
What only one of them owns
Our book lists 0 positions for MJSC that do not appear in our book for IVV (0.0% of the fund), and 497 for IVV that do not appear in MJSC (99.3%).
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.
You are not choosing between two funds in isolation.
Whichever of IVV and MJSC 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 MJSC?
IVV has an expense ratio of 0.03% while MJSC charges 0.85%. IVV is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, IVV or MJSC?
Over the past year IVV returned +15.57% vs +27.25% for MJSC, so MJSC leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +16.86% vs +23.21% for MJSC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MJSC?
MJSC has been the more volatile fund at 20.9% annualized versus 12.7% for IVV. Worst drawdown: IVV -8.9% vs MJSC -12.6%.
Should I hold both IVV and MJSC?
IVV and MJSC have a monthly-return correlation of 0.57, 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 MJSC?
IVV yields 1.06% while MJSC yields 0.53%, so IVV currently pays the higher dividend yield.
Is MJSC better than IVV?
IVV has a lower expense ratio. MJSC led over 1Y and the full window. MJSC is less concentrated, with 19.1% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.