IVV vs JADE
IVV vs JADE
iShares Core S&P 500 ETF vs JPMorgan Active Developing Markets Equity ETF
Quick Verdict
IVV has a lower expense ratio. JADE delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | JADE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.65% | |
| AUM | $865.2B | $29M | |
| Dividend Yield | 1.09% | 1.10% | |
| Holdings | 508 | 155 | |
| YTD Return | +13.80% | +21.12% | |
| 1Y Return | +23.70% | +44.43% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 15.3% | |
| Max Drawdown | -56.5% | -16.7% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 16, 2024 |
IVV vs JADE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Active Developing Markets Equity ETF (JADE) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +23.70% while JADE returned +44.43%. Year to date, IVV is up 13.80% versus a gain of 21.12% for JADE.
Risk: Volatility and Drawdowns
JADE has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -16.7% for JADE. 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JADE charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.10% for JADE.
Holdings Overlap
IVV and JADE share 1 holdings out of 639 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JADE | Difference |
|---|---|---|---|
| MPWR | 0.11% | 0.35% | 0.24% |
Frequently Asked Questions
Which is cheaper, IVV or JADE?
IVV has an expense ratio of 0.03% while JADE charges 0.65%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, IVV or JADE?
Over the past year IVV returned +23.70% vs +44.43% for JADE, so JADE leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.05% vs +26.28% for JADE. Past performance does not guarantee future results.
Which is riskier, IVV or JADE?
JADE has been the more volatile fund at 15.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JADE -16.7%.
Should I hold both IVV and JADE?
IVV and JADE have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JADE?
IVV and JADE share 1 common holdings with a 0.1% weight overlap. Combined, they hold 639 unique securities.
Which pays a higher dividend, IVV or JADE?
IVV yields 1.09% while JADE yields 1.10%, so JADE currently pays the higher dividend yield.
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