IVV vs JPIE
IVV vs JPIE
iShares Core S&P 500 ETF vs JPMorgan Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. JPIE offers more diversification with 1591 holdings.
Side-by-Side Comparison
| Metric | IVV | JPIE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.39% | |
| AUM | $865.2B | $10.2B | |
| Dividend Yield | 1.09% | 5.73% | |
| Holdings | 508 | 2,467 | |
| YTD Return | +13.31% | +1.79% | |
| 1Y Return | +24.00% | +4.37% | |
| 3Y Return (annualized) | +21.16% | +6.62% | |
| 5Y Return (annualized) | +13.34% | - | |
| Volatility (annualized) | 15.1% | 4.2% | |
| Max Drawdown | -56.5% | -10.0% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Oct 28, 2021 |
IVV vs JPIE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Income ETF (JPIE) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +24.00% while JPIE returned +4.37%. Year to date, IVV is up 13.31% versus a gain of 1.79% for JPIE.
Over three years, IVV compounded at +21.16% per year against +6.62% for JPIE. Across the full 5-year window we track, IVV has the edge at +7.03% annualized vs +3.38%. 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 4.2% for JPIE. 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 -10.0% for JPIE. 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JPIE charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 5.73% for JPIE.
Holdings Overlap
IVV and JPIE share 0 holdings out of 2096 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 JPIE?
IVV has an expense ratio of 0.03% while JPIE charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IVV or JPIE?
Over the past year IVV returned +24.00% vs +4.37% for JPIE, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.03% vs +3.38% for JPIE. Past performance does not guarantee future results.
Which is riskier, IVV or JPIE?
IVV has been the more volatile fund at 15.1% annualized versus 4.2% for JPIE. Worst drawdown: IVV -56.5% vs JPIE -10.0%.
Should I hold both IVV and JPIE?
IVV and JPIE have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JPIE?
IVV and JPIE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2096 unique securities.
Which pays a higher dividend, IVV or JPIE?
IVV yields 1.09% while JPIE yields 5.73%, so JPIE 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.