IVV vs JHCR
IVV vs JHCR
iShares Core S&P 500 ETF vs John Hancock Core 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 | JHCR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.29% | |
| AUM | $865.2B | $2.5B | |
| Dividend Yield | 1.09% | 4.22% | |
| Holdings | 508 | 916 | |
| YTD Return | +13.31% | +0.47% | |
| 1Y Return | +24.00% | +2.82% | |
| 3Y Return (annualized) | +21.16% | - | |
| 5Y Return (annualized) | +13.34% | - | |
| Volatility (annualized) | 15.1% | 3.4% | |
| Max Drawdown | -56.5% | -2.9% | |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Dec 18, 2024 |
IVV vs JHCR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock Core Bond ETF (JHCR) is a ETF from John Hancock Investment Management. Over the past year IVV returned +24.00% while JHCR returned +2.82%. Year to date, IVV is up 13.31% versus a gain of 0.47% for JHCR.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.4% for JHCR. 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 -2.9% for JHCR. 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 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JHCR charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.22% for JHCR.
Holdings Overlap
IVV and JHCR share 4 holdings out of 924 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JHCR | Difference |
|---|---|---|---|
| AMZN | 3.75% | 0.10% | 3.65% |
| ORCL | 0.33% | 0.10% | 0.23% |
| EXC | 0.07% | 0.05% | 0.02% |
| CNP | Pro | Pro | Pro |
See all 4 holdings IVV shares with JHCR Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or JHCR?
IVV has an expense ratio of 0.03% while JHCR charges 0.29%. IVV is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, IVV or JHCR?
Over the past year IVV returned +24.00% vs +2.82% for JHCR, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.03% vs +4.66% for JHCR. Past performance does not guarantee future results.
Which is riskier, IVV or JHCR?
IVV has been the more volatile fund at 15.1% annualized versus 3.4% for JHCR. Worst drawdown: IVV -56.5% vs JHCR -2.9%.
Should I hold both IVV and JHCR?
IVV and JHCR have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JHCR?
IVV and JHCR share 4 common holdings with a 0.3% weight overlap. Combined, they hold 924 unique securities.
Which pays a higher dividend, IVV or JHCR?
IVV yields 1.09% while JHCR yields 4.22%, so JHCR currently pays the higher dividend yield.
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