IVV vs JHI
IVV vs JHI
iShares Core S&P 500 ETF vs John Hancock Investors Trust
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 | JHI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 2.35% | |
| AUM | $865.2B | $130M | |
| Dividend Yield | 1.09% | 8.58% | |
| Holdings | 508 | 435 | |
| YTD Return | +9.93% | +1.10% | |
| 1Y Return | +19.59% | +3.06% | |
| 3Y Return (annualized) | +19.41% | +9.19% | |
| 5Y Return (annualized) | +12.89% | +0.83% | |
| Volatility (annualized) | 15.1% | 13.0% | |
| Max Drawdown | -56.5% | -58.5% | |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jan 29, 1971 |
IVV vs JHI Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock Investors Trust (JHI) is a ETF from John Hancock Investment Management. Over the past year IVV returned +19.59% while JHI returned +3.06%. Year to date, IVV is up 9.93% versus a gain of 1.10% for JHI.
Over three years, IVV compounded at +19.41% per year against +9.19% for JHI; over five years the annualized figures are +12.89% and +0.83% respectively. Across the full 26-year window we track, IVV has the edge at +6.91% annualized vs -0.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.0% for JHI. 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 -58.5% for JHI. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JHI charges 2.35%. On a $10,000 position that is $3 vs $235 annually, a gap of $232 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 8.58% for JHI.
Holdings Overlap
IVV and JHI share 0 holdings out of 822 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JHI?
IVV has an expense ratio of 0.03% while JHI charges 2.35%. IVV is the cheaper option. On a $10,000 investment, that is $232 per year of difference.
Which performed better, IVV or JHI?
Over the past year IVV returned +19.59% vs +3.06% for JHI, so IVV leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +6.91% vs -0.09% for JHI. Past performance does not guarantee future results.
Which is riskier, IVV or JHI?
IVV has been the more volatile fund at 15.1% annualized versus 13.0% for JHI. Worst drawdown: IVV -56.5% vs JHI -58.5%.
Should I hold both IVV and JHI?
IVV and JHI have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JHI?
IVV and JHI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 822 unique securities.
Which pays a higher dividend, IVV or JHI?
IVV yields 1.09% while JHI yields 8.58%, so JHI currently pays the higher dividend yield.
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