IVV vs TEMP
IVV vs TEMP
iShares Core S&P 500 ETF vs JPMorgan Climate Change Solutions ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | TEMP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.49% | |
| AUM | $865.2B | $8M | |
| Dividend Yield | 1.09% | 1.31% | |
| Holdings | 508 | 72 | |
| YTD Return | +13.80% | +18.05% | |
| 1Y Return | +23.70% | +6.98% | |
| 3Y Return (annualized) | +21.49% | +15.10% | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 21.0% | |
| Max Drawdown | -56.5% | -32.1% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 13, 2021 |
IVV vs TEMP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Climate Change Solutions ETF (TEMP) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +23.70% while TEMP returned +6.98%. Year to date, IVV is up 13.80% versus a gain of 18.05% for TEMP.
Over three years, IVV compounded at +21.49% per year against +15.10% for TEMP. Across the full 4-year window we track, IVV has the edge at +7.05% annualized vs +3.37%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TEMP has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 15.1% 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 -56.5% for IVV and -32.1% for TEMP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 TEMP 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 1.09% against 1.31% for TEMP.
Frequently Asked Questions
Which is cheaper, IVV or TEMP?
IVV has an expense ratio of 0.03% while TEMP charges 0.49%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, IVV or TEMP?
Over the past year IVV returned +23.70% vs +6.98% for TEMP, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.05% vs +3.37% for TEMP. Past performance does not guarantee future results.
Which is riskier, IVV or TEMP?
TEMP has been the more volatile fund at 21.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TEMP -32.1%.
Should I hold both IVV and TEMP?
IVV and TEMP have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or TEMP?
IVV yields 1.09% while TEMP yields 1.31%, so TEMP currently pays the higher dividend yield.
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