IVV vs JPLD
IVV vs JPLD
iShares Core S&P 500 ETF vs JPMorgan Limited Duration 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 | JPLD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.24% | |
| AUM | $865.2B | $4.0B | |
| Dividend Yield | 1.09% | 4.24% | |
| Holdings | 508 | 670 | |
| YTD Return | +9.93% | +1.62% | |
| 1Y Return | +19.59% | +4.12% | |
| 3Y Return (annualized) | +19.41% | +5.76% | |
| 5Y Return (annualized) | +12.89% | - | |
| Volatility (annualized) | 15.1% | 1.5% | |
| Max Drawdown | -56.5% | -1.2% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jul 28, 2023 |
IVV vs JPLD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Limited Duration Bond ETF (JPLD) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +19.59% while JPLD returned +4.12%. Year to date, IVV is up 9.93% versus a gain of 1.62% for JPLD.
Over three years, IVV compounded at +19.41% per year against +5.76% for JPLD. Across the full 3-year window we track, IVV has the edge at +6.91% annualized vs +5.78%. 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 1.5% for JPLD. 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 -1.2% for JPLD. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JPLD charges 0.24%. On a $10,000 position that is $3 vs $24 annually, a gap of $21 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.24% for JPLD.
Holdings Overlap
IVV and JPLD share 0 holdings out of 686 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 JPLD?
IVV has an expense ratio of 0.03% while JPLD charges 0.24%. IVV is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, IVV or JPLD?
Over the past year IVV returned +19.59% vs +4.12% for JPLD, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +6.91% vs +5.78% for JPLD. Past performance does not guarantee future results.
Which is riskier, IVV or JPLD?
IVV has been the more volatile fund at 15.1% annualized versus 1.5% for JPLD. Worst drawdown: IVV -56.5% vs JPLD -1.2%.
Should I hold both IVV and JPLD?
IVV and JPLD have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JPLD?
IVV and JPLD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 686 unique securities.
Which pays a higher dividend, IVV or JPLD?
IVV yields 1.09% while JPLD yields 4.24%, so JPLD currently pays the higher dividend yield.
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