IVV vs JFLX
IVV vs JFLX
iShares Core S&P 500 ETF vs JPMorgan Flexible Debt ETF
Quick Verdict
IVV has a lower expense ratio. JFLX offers more diversification with 790 holdings.
Side-by-Side Comparison
| Metric | IVV | JFLX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $865.2B | $1.4B | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 790 | |
| YTD Return | +11.54% | +1.75% | |
| 1Y Return | +21.48% | - | |
| 3Y Return (annualized) | +20.86% | - | |
| 5Y Return (annualized) | +13.02% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -2.4% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 26, 2025 |
IVV vs JFLX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Flexible Debt ETF (JFLX) is a ETF from J.P. Morgan Asset Management. Year to date, IVV is up 11.54% versus a gain of 1.75% for JFLX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.4% for JFLX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while JFLX charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for JFLX.
Holdings Overlap
IVV and JFLX share 1 holdings out of 1294 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JFLX | Difference |
|---|---|---|---|
| TKO | 0.02% | 0.02% | 0.00% |
Frequently Asked Questions
Which is cheaper, IVV or JFLX?
IVV has an expense ratio of 0.03% while JFLX charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
What is the holdings overlap between IVV and JFLX?
IVV and JFLX share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1294 unique securities.
Which pays a higher dividend, IVV or JFLX?
IVV yields 1.09% while JFLX yields 0.00%, so IVV currently pays the higher dividend yield.
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