IVV vs JBND
IVV vs JBND
iShares Core S&P 500 ETF vs JPMorgan Active Bond 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 | JBND | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.25% | |
| AUM | $865.2B | $8.5B | |
| Dividend Yield | 1.09% | 4.00% | |
| Holdings | 508 | 1,579 | |
| YTD Return | +9.93% | -0.33% | |
| 1Y Return | +19.59% | +3.21% | |
| 3Y Return (annualized) | +19.41% | - | |
| 5Y Return (annualized) | +12.89% | - | |
| Volatility (annualized) | 15.1% | 5.4% | |
| Max Drawdown | -56.5% | -4.5% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Oct 11, 2023 |
IVV vs JBND Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Active Bond ETF (JBND) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +19.59% while JBND returned +3.21%. Year to date, IVV is up 9.93% versus a loss of 0.33% for JBND.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.4% for JBND. 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 -4.5% for JBND. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JBND charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.00% for JBND.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or JBND?
IVV has an expense ratio of 0.03% while JBND charges 0.25%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, IVV or JBND?
Over the past year IVV returned +19.59% vs +3.21% for JBND, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +6.91% vs +6.64% for JBND. Past performance does not guarantee future results.
Which is riskier, IVV or JBND?
IVV has been the more volatile fund at 15.1% annualized versus 5.4% for JBND. Worst drawdown: IVV -56.5% vs JBND -4.5%.
Should I hold both IVV and JBND?
IVV and JBND have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JBND?
IVV and JBND share 2 common holdings with a 0.0% weight overlap. Combined, they hold 938 unique securities.
Which pays a higher dividend, IVV or JBND?
IVV yields 1.09% while JBND yields 4.00%, so JBND currently pays the higher dividend yield.
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