IVV vs XJH
iShares Core S&P 500 ETF vs iShares ESG Select Screened S&P Mid-Cap ETF
Quick Verdict
IVV has a lower expense ratio. XJH delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XJH | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.12% | |
| AUM | $907.0B | $438M | |
| Dividend Yield | 1.10% | 1.09% | |
| Holdings | 508 | 361 | |
| YTD Return | +12.71% | +14.82% | |
| 1Y Return | +21.89% | +22.79% | |
| 3Y Return (annualized) | +22.08% | +15.55% | |
| 5Y Return (annualized) | +12.96% | +8.26% | |
| Volatility (annualized) | 15.1% | 18.4% | |
| Max Drawdown | -56.5% | -25.1% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 22, 2020 |
IVV vs XJH Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares ESG Select Screened S&P Mid-Cap ETF (XJH) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +21.89% while XJH returned +22.79%. Year to date, IVV is up 12.71% versus a gain of 14.82% for XJH.
Over three years, IVV compounded at +22.08% per year against +15.55% for XJH; over five years the annualized figures are +12.96% and +8.26% respectively. Across the full 6-year window we track, XJH has the edge at +14.73% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XJH has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -25.1% for XJH. 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while XJH charges 0.12%. On a $10,000 position that is $3 vs $12 annually, a gap of $9 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.09% for XJH.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or XJH?
IVV has an expense ratio of 0.03% while XJH charges 0.12%. IVV is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, IVV or XJH?
Over the past year IVV returned +21.89% vs +22.79% for XJH, so XJH leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.00% vs +14.73% for XJH. Past performance does not guarantee future results.
Which is riskier, IVV or XJH?
XJH has been the more volatile fund at 18.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs XJH -25.1%.
Should I hold both IVV and XJH?
IVV and XJH have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XJH?
IVV and XJH share 2 common holdings with a 0.2% weight overlap. Combined, they hold 859 unique securities.
Which pays a higher dividend, IVV or XJH?
IVV yields 1.10% while XJH yields 1.09%, so IVV currently pays the higher dividend yield.
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