IVV vs JPIB
IVV vs JPIB
iShares Core S&P 500 ETF vs JPMorgan International Bond Opportunities 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 | JPIB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.50% | |
| AUM | $865.2B | $2.1B | |
| Dividend Yield | 1.09% | 4.67% | |
| Holdings | 508 | 993 | |
| YTD Return | +13.31% | +0.82% | |
| 1Y Return | +24.00% | +3.28% | |
| 3Y Return (annualized) | +21.16% | +5.92% | |
| 5Y Return (annualized) | +13.34% | +2.76% | |
| Volatility (annualized) | 15.1% | 4.9% | |
| Max Drawdown | -56.5% | -14.6% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Apr 5, 2017 |
IVV vs JPIB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan International Bond Opportunities ETF (JPIB) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +24.00% while JPIB returned +3.28%. Year to date, IVV is up 13.31% versus a gain of 0.82% for JPIB.
Over three years, IVV compounded at +21.16% per year against +5.92% for JPIB; over five years the annualized figures are +13.34% and +2.76% respectively. Across the full 9-year window we track, IVV has the edge at +7.03% annualized vs +1.88%. 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 4.9% for JPIB. 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 -14.6% for JPIB. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while JPIB charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.67% for JPIB.
Holdings Overlap
IVV and JPIB share 0 holdings out of 845 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 JPIB?
IVV has an expense ratio of 0.03% while JPIB charges 0.50%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, IVV or JPIB?
Over the past year IVV returned +24.00% vs +3.28% for JPIB, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.03% vs +1.88% for JPIB. Past performance does not guarantee future results.
Which is riskier, IVV or JPIB?
IVV has been the more volatile fund at 15.1% annualized versus 4.9% for JPIB. Worst drawdown: IVV -56.5% vs JPIB -14.6%.
Should I hold both IVV and JPIB?
IVV and JPIB have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JPIB?
IVV and JPIB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 845 unique securities.
Which pays a higher dividend, IVV or JPIB?
IVV yields 1.09% while JPIB yields 4.67%, so JPIB currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.