IVV vs JHDG
IVV vs JHDG
iShares Core S&P 500 ETF vs John Hancock Hedged Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | JHDG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.49% | |
| AUM | $865.2B | $93M | |
| Dividend Yield | 1.09% | 0.10% | |
| Holdings | 508 | 54 | |
| YTD Return | +13.80% | +11.64% | |
| 1Y Return | +23.70% | - | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -3.3% | |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 8, 2026 |
IVV vs JHDG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock Hedged Equity ETF (JHDG) is a ETF from John Hancock Investment Management. Year to date, IVV is up 13.80% versus a gain of 11.64% for JHDG.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -3.3% for JHDG. 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 JHDG charges 0.49%. On a $10,000 position that is $3 vs $49 annually, a gap of $46 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.10% for JHDG.
Holdings Overlap
IVV and JHDG share 34 holdings out of 525 unique holdings combined, representing a 29.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in JHDG | Difference |
|---|---|---|---|
| MSFT | 4.57% | 6.96% | 2.39% |
| GOOGL | 3.15% | 8.00% | 4.85% |
| NVDA | 7.76% | 3.30% | 4.46% |
| AMZN | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| JPM:US | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| COST | Pro | Pro | Pro |
| BRK.B | Pro | Pro | Pro |
See all 10 holdings IVV shares with JHDG 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 JHDG?
IVV has an expense ratio of 0.03% while JHDG charges 0.49%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
What is the holdings overlap between IVV and JHDG?
IVV and JHDG share 34 common holdings with a 29.0% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, IVV or JHDG?
IVV yields 1.09% while JHDG yields 0.10%, so IVV currently pays the higher dividend yield.
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