IVV vs JIVE
iShares Core S&P 500 ETF vs JPMorgan International Value ETF
Which is better, IVV or JIVE?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over the full window, JIVE over 1Y, 3Y and 5Y. JIVE is less concentrated, with 16.9% of the fund in its ten largest positions against 38.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | JIVE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.55% |
| AUM | $896.5B | $4.3B |
| Dividend Yield | 1.10% | 1.00% |
| Holdings | 508 | 768 |
| YTD Return | +13.59% | +15.80%Best |
| 1Y Return | +17.54% | +29.10%Best |
| 3Y Return (annualized) | +22.46% | +27.73%Best |
| 5Y Return (annualized) | +13.28% | +26.23%Best |
| Volatility (annualized) | 14.0%Best | 278.1% |
| Max Drawdown | -33.9%Best | -89.1% |
| $10,000 over 5 years | $18,654 | $32,049Best |
| Top 10 Weight | 38.9% | 16.9%Best |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Sep 13, 2023 |
Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2011 to Oct 14, 2026 (14.8 years).
IVV vs JIVE growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 14.8 years both funds cover.
IVV vs JIVE Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan International Value ETF (JIVE) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +17.54% while JIVE returned +29.10%. Year to date, IVV is up 13.59% versus a gain of 15.80% for JIVE.
Over three years, IVV compounded at +22.46% per year against +27.73% for JIVE; over five years the annualized figures are +13.28% and +26.23% respectively. Across the full 15-year window we track, IVV has the edge at +13.77% annualized vs +13.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 278.1% compared with 14.0% 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 -33.9% for IVV and -89.1% for JIVE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.14. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while JIVE charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.00% for JIVE.
Holdings Overlap
We hold position weights for 506 holdings in IVV and 354 in JIVE, totalling 99.9% and 99.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 506 positions we hold weights for in IVV and 354 in JIVE, against full books of 508 and 768.
What only one of them owns
Our book lists 7 positions for JIVE that do not appear in our book for IVV (3.6% of the fund), and 500 for IVV that do not appear in JIVE (99.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IVV and JIVE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or JIVE?
IVV has an expense ratio of 0.03% while JIVE charges 0.55%. IVV is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, IVV or JIVE?
Over the past year IVV returned +17.54% vs +29.10% for JIVE, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +13.77% vs +13.59% for JIVE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JIVE?
JIVE has been the more volatile fund at 278.1% annualized versus 14.0% for IVV. Worst drawdown: IVV -33.9% vs JIVE -89.1%.
Should I hold both IVV and JIVE?
IVV and JIVE have a monthly-return correlation of -0.14, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or JIVE?
IVV yields 1.10% while JIVE yields 1.00%, so IVV currently pays the higher dividend yield.
Is JIVE better than IVV?
IVV has a lower expense ratio. IVV led over the full window, JIVE over 1Y, 3Y and 5Y. JIVE is less concentrated, with 16.9% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.