Compare · 2 funds side by side · dividends reinvested

JMBS and IVV

JMBSJanus Henderson×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

JMBS and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Janus Henderson Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.21%5.39%−0.3%+0.5%+6.0%+0.6%−6.0%4.9%$6.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: JMBS 2018 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Mortgage-Backed Securities ETF · $6.2B$10,280

JMBS

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested

JMBSMeasureIVV

−0.3%Year to dateJan 1 → Nov 9+8.7%

+0.5%1 yearTotal return+9.8%

+6.0%3 years · per year$10,000 became $11,899 · $18,084+21.8%

+0.6%5 years · per year$10,000 became $10,280 · $17,177+11.4%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

5.39%Trailing 12-mo yield$539 · $114 a year on $10k1.14%

−6.0%Worst dropSmaller is better−8.9%

4.9%VolatilityLower is calmer13.6%

JMBSIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMBS vs IVV: Top 5 Holdings

Today

JMBS

[…]in top 5

IVV

in top 527.8%

JMBSStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

JMBS vs IVV Returns, Every Period

Janus HendersonJMBS

+0.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

JMBSIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: JMBS vs IVV

YTD

Janus HendersonJMBS

−0.3%

IVViShares

+8.7%

−0.3%Year to date+8.7%

−6.0%Worst drop · 1Y−8.9%

4.9%Volatility · 1Y13.6%

5.4%Yield1.1%

$6.2BAssets$853B

3–1JMBS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMBS, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

JMBS0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JMBS, IVV

5.39%highest, JMBS

FundTrailing yieldYield$10k

JMBS5.39%$539

IVV1.14%$114

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$518most kept, JMBS

JMBS$539 − $21 = $518

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JMBS, IVV

Today

[…]holdings […]

JMBSIVV

JMBS—[…]

IVV[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

JMBSWorst drop−6.0%4.9% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JMBSIVV

−0.3%Year to date+8.7%

5.4%Yield1.1%

+0.5%Past year+9.8%

0.21%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026