IVV vs JUST

Quick Verdict

IVV has a lower expense ratio. JUST delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: JUSTMore Diversified: IVV

Side-by-Side Comparison

MetricIVVJUSTWinner
Expense Ratio0.03%0.20%
AUM$865.2B$550M
Dividend Yield1.09%0.96%
Holdings508467
YTD Return+11.54%+13.41%
1Y Return+21.48%+23.32%
3Y Return (annualized)+20.86%+20.88%
5Y Return (annualized)+13.02%+12.51%
Volatility (annualized)15.1%16.8%
Max Drawdown-56.5%-33.8%
Fund FamilyiShares by BlackRock (US)Goldman Sachs Asset Management
CategoryEquityEquity
InceptionMay 15, 2000Jun 7, 2018

IVV vs JUST Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Goldman Sachs JUST US Large Cap Equity ETF (JUST) is a ETF from Goldman Sachs Asset Management. Over the past year IVV returned +21.48% while JUST returned +23.32%. Year to date, IVV is up 11.54% versus a gain of 13.41% for JUST.

Over three years, IVV compounded at +20.86% per year against +20.88% for JUST; over five years the annualized figures are +13.02% and +12.51% respectively. Across the full 8-year window we track, JUST has the edge at +13.95% annualized vs +6.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JUST has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.1% for IVV. 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 -33.8% for JUST. 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IVV charges 0.03% per year while JUST charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.96% for JUST.

Holdings Overlap

80.8%overlap

IVV and JUST share 331 holdings out of 634 unique holdings combined, representing a 80.8% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in IVVWeight in JUSTDifference
AAPL7.44%8.14%0.70%
NVDA7.76%7.71%0.05%
MSFT4.57%4.84%0.27%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
JPMProProPro
MUProProPro
LLYProProPro
See all 10 holdings IVV shares with JUST
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, IVV or JUST?

IVV has an expense ratio of 0.03% while JUST charges 0.20%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, IVV or JUST?

Over the past year IVV returned +21.48% vs +23.32% for JUST, so JUST leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +6.97% vs +13.95% for JUST. Past performance does not guarantee future results.

Which is riskier, IVV or JUST?

JUST has been the more volatile fund at 16.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JUST -33.8%.

Should I hold both IVV and JUST?

IVV and JUST have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between IVV and JUST?

IVV and JUST share 331 common holdings with a 80.8% weight overlap. Combined, they hold 634 unique securities.

Which pays a higher dividend, IVV or JUST?

IVV yields 1.09% while JUST yields 0.96%, so IVV currently pays the higher dividend yield.

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