JUSAvsIVVETF Comparison
VS
JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) and iShares Core S&P 500 ETF (IVV) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. JUSA is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.03% for IVV. JUSA is up 11.39% year-to-date (YTD) with +$695M in YTD flows. IVV performs better with 12.95% YTD performance, and +$23.76B in YTD flows. Run a side-by-side ETF comparison of JUSA and IVV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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JUSA vs IVV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/22/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JUSA IVV | -1.55%-1.24% | +1.72%+2.46% | +11.39%+12.95% | +14.04%+15.68% | n/a+88.78% | n/a+80.81% |
| Flows | JUSA IVV | +$29M+$32.10B | +$281M-$19.77B | +$695M+$23.76B | +$697M+$63.79B | -+$200.77B | -+$263.15B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUSA IVV | +11.05%+11.21% | +12.54%+12.83% | n/a+14.98% | n/a+17.00% |
| Max drawdown | JUSA IVV | -3.50%-3.03% | -8.92%-8.90% | n/a-18.75% | n/a-24.51% |
| Max drawdown duration | JUSA IVV | 70d53d | 63d76d | n/a126d | n/a708d |
Trading data
JUSA | IVV | |
Last sale 10/23/2026 at 4:54 PM | $68.13 | $763.74 |
| Previous close 10/22/2026 | $68.38 | $767.41 |
| Consolidated volume 10/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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JUSA
is actively managed and doesn’t replicate an indexJUSA | IVV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/23/2026 at 4:54 PM
Live
Closed
JUSA | IVV | |
|---|---|---|
| Last price | $68.13 | $763.74 |
| 1D performance | -0.37% | -0.48% |
| AuM | $743.39 M | $878.42 B |
| E/R | 0.18% | 0.03% |
Characteristics
JUSA | IVV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | - | S&P 500 Index |
| N° of holdings | 249 | 501 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 13, 2025 | May 15, 2000 |
| ESG | No | No |
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Exposure
Countries
JUSA
USA
95.91%
Other
4.09%
IVV
USA
97.56%
Other
2.44%
Sectors
JUSA
Technology
45.27%
Finance
14.33%
Healthcare
8.93%
Consumer Non-Cycl.
8.77%
Industrials
7.26%
Other
15.44%
IVV
Technology
45.2%
Finance
13.62%
Healthcare
9.08%
Consumer Non-Cycl.
8.87%
Industrials
7.46%
Other
15.78%
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Diversification
JUSA
Total weight of top 15 holdings out of 15
45.15%
IVV
Total weight of top 15 holdings out of 15
44.12%
Top 15 holdings
Data as of August 31, 2026
JUSA
NVIDIA Corp.
8.71%
Apple, Inc.
6.70%
Microsoft Corp.
6.15%
Amazon.com, Inc.
4.15%
Alphabet, Inc.
3.04%
Broadcom Inc.
2.77%
Alphabet, Inc.
2.40%
Meta Platforms, Inc.
1.99%
Micron Technology, Inc.
1.70%
ExxonMobil Holdings Corp.
1.30%
Johnson & Johnson
1.29%
Tesla, Inc.
1.29%
Eli Lilly & Co.
1.25%
Berkshire Hathaway, Inc.
1.24%
Visa, Inc.
1.18%
IVV
NVIDIA Corp.
8.07%
Apple, Inc.
7.02%
Microsoft Corp.
5.69%
Amazon.com, Inc.
3.84%
Alphabet, Inc.
3.00%
Broadcom Inc.
2.65%
Alphabet, Inc.
2.39%
Meta Platforms, Inc.
1.90%
Micron Technology, Inc.
1.63%
Tesla, Inc.
1.56%
JPMorgan Chase & Co.
1.44%
Berkshire Hathaway, Inc.
1.39%
Eli Lilly & Co.
1.38%
Advanced Micro Devices, Inc.
1.16%
ExxonMobil Holdings Corp.
1.01%
Frequently asked questions about JUSA and IVV
How have the JUSA and IVV ETFs performed in 2026?
As of October 22, 2026, JUSA is up 11.39% year-to-date (YTD), while IVV has returned 12.95%. That puts IVV better performer ahead so far this year.
Which ETF is attracting more investor money: JUSA or IVV?
Year-to-date, the JUSA ETF saw +$695M in flows, compared to +$23.76B for IVV.
Which ETF is more volatile: JUSA or IVV?
Over the past year, JUSA had a volatility of 12.54%, while IVV experienced 12.83%.
Which ETF is bigger: JUSA or IVV?
As of October 22, 2026, JUSA holds $743.39 M in assets under management (AUM), while IVV manages $878.42 B.
What sectors do the JUSA and IVV ETFs invest in?
JUSA leans toward sectors like Technology, Finance and Healthcare. Meanwhile, IVV focuses on Technology, Finance and Healthcare.
What are the top holdings of the JUSA ETF and IVV ETF?
JUSA top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. IVV holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: JUSA or IVV?
JUSA holds 251 securities with 45.15% of its assets in the top 15. IVV has 504 securities and a top 15 weight of 44.12%.
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Latest news about JUSA & IVV
The Weekly ETF Market Monitor (October 12-16, 2026)
October 19, 2026
IVV
The Weekly ETF Market Monitor (October 5-9, 2026)
October 12, 2026
IVV
The Weekly ETF Market Monitor (September 21-25, 2026)
September 26, 2026
IVV
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The Weekly ETF Market Monitor (September 14-18, 2026)
September 19, 2026
IVV
The Weekly ETF Market Monitor (September 14-18, 2026)
September 19, 2026
IVV
The Weekly ETF Market Monitor (September 7-11, 2026)
September 14, 2026
IVV
The Weekly ETF Market Monitor (August 31- September 4, 2026)
September 7, 2026
IVV
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