IVV vs MJSC
iShares Core S&P 500 ETF vs MUFG Japan Small Cap Active ETF
Quick Verdict
IVV has a lower expense ratio. MJSC delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | MJSC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $907.0B | $23M | |
| Dividend Yield | 1.10% | 0.54% | |
| Holdings | 508 | 97 | |
| YTD Return | +12.28% | +21.59% | |
| 1Y Return | +20.94% | +22.98% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -12.6% | |
| Fund Family | iShares by BlackRock (US) | Mitsubishi UFJ Trust | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 16, 2025 |
IVV vs MJSC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and MUFG Japan Small Cap Active ETF (MJSC) is a ETF from Mitsubishi UFJ Trust. Over the past year IVV returned +20.94% while MJSC returned +22.98%. Year to date, IVV is up 12.28% versus a gain of 21.59% for MJSC.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -12.6% for MJSC. 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 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 1.10% against 0.54% for MJSC.
Holdings Overlap
IVV and MJSC share 0 holdings out of 601 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $82 per year of difference.
Which performed better, IVV or MJSC?
Over the past year IVV returned +20.94% vs +22.98% for MJSC, so MJSC leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and MJSC?
IVV and MJSC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 601 unique securities.
Which pays a higher dividend, IVV or MJSC?
IVV yields 1.10% while MJSC yields 0.54%, so IVV currently pays the higher dividend yield.
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