IVV vs JSCP
IVV vs JSCP
iShares Core S&P 500 ETF vs JPMorgan Short Duration Core Plus ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. JSCP offers more diversification with 657 holdings.
Side-by-Side Comparison
| Metric | IVV | JSCP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.33% | |
| AUM | $865.2B | $1.7B | |
| Dividend Yield | 1.09% | 4.75% | |
| Holdings | 508 | 1,209 | |
| YTD Return | +11.54% | +0.57% | |
| 1Y Return | +21.48% | +2.86% | |
| 3Y Return (annualized) | +20.86% | +5.41% | |
| 5Y Return (annualized) | +13.02% | +2.35% | |
| Volatility (annualized) | 15.1% | 3.0% | |
| Max Drawdown | -56.5% | -8.9% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Mar 1, 2021 |
IVV vs JSCP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Short Duration Core Plus ETF (JSCP) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +21.48% while JSCP returned +2.86%. Year to date, IVV is up 11.54% versus a gain of 0.57% for JSCP.
Over three years, IVV compounded at +20.86% per year against +5.41% for JSCP; over five years the annualized figures are +13.02% and +2.35% respectively. Across the full 5-year window we track, IVV has the edge at +6.97% annualized vs +2.31%. 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 3.0% for JSCP. 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 -8.9% for JSCP. 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while JSCP charges 0.33%. On a $10,000 position that is $3 vs $33 annually, a gap of $30 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.75% for JSCP.
Holdings Overlap
IVV and JSCP share 0 holdings out of 1162 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 JSCP?
IVV has an expense ratio of 0.03% while JSCP charges 0.33%. IVV is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, IVV or JSCP?
Over the past year IVV returned +21.48% vs +2.86% for JSCP, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +6.97% vs +2.31% for JSCP. Past performance does not guarantee future results.
Which is riskier, IVV or JSCP?
IVV has been the more volatile fund at 15.1% annualized versus 3.0% for JSCP. Worst drawdown: IVV -56.5% vs JSCP -8.9%.
Should I hold both IVV and JSCP?
IVV and JSCP have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JSCP?
IVV and JSCP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1162 unique securities.
Which pays a higher dividend, IVV or JSCP?
IVV yields 1.09% while JSCP yields 4.75%, so JSCP 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.