IVV vs MJUN

IVV vs MJUN

Which is better, IVV or MJUN?

Large Cap Blend against Option Writing.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVMJUN
Expense Ratio0.03%Best0.49%
AUM$876.4B$2M
Dividend Yield1.06%0.00%
Holdings5081
YTD Return+11.51%Best+1.99%
1Y Return+15.96%-
3Y Return (annualized)+21.01%-
5Y Return (annualized)+12.66%-
Fund FamilyiShares by BlackRock (US)Pacer ETFs
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 15, 2000Jun 11, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs MJUN 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs MJUN Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Pacer Swan SOS Moderate (June) ETF (MJUN) is an ETF from Pacer ETFs. Year to date, IVV is up 11.51% versus a gain of 1.99% for MJUN.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while MJUN charges 0.49%. On a $10,000 position that is $3 vs $49 annually, a gap of $46 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for MJUN.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 1 in MJUN, totalling 99.3% and 3.7% 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 490 positions we hold weights for in IVV and 1 in MJUN, against full books of 508 and 1.

You are not choosing between two funds in isolation.

Whichever of IVV and MJUN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVMJUN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or MJUN?

IVV has an expense ratio of 0.03% while MJUN charges 0.49%. IVV is the cheaper option, by $46 a year on a $10,000 investment.

Which pays a higher dividend, IVV or MJUN?

IVV yields 1.06% while MJUN yields 0.00%, so IVV currently pays the higher dividend yield.

Is MJUN better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.