Compare · 3 funds side by side · dividends reinvested

IVV, JADE and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

IVV, JADE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.0

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%2.00%+14.5%+17.3%[…][…]−17.6%25.4%$28M2.0

Rank among the three1st → 3rdFee, 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: IVV 2000 · JADE 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

JADE

JPMorgan Active Developing Markets Equity ETF · $28M[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IVVMeasureJADE

+11.3%Year to dateJan 1 → Nov 9+14.5%

+13.6%1 yearTotal return+17.3%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

1.11%Trailing 12-mo yield$111 · $200 a year on $10k2.00%

−8.9%Worst dropSmaller is better−17.6%

13.8%VolatilityLower is calmer25.4%

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

3–3Level

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

More Ways to See the Pairs

IVV vs JADE: Top 5 Holdings

Today

IVV

27.8%in top 5

JADE

in top 521.3%

IVVStockJADE

not top 52330.TW13.3%

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

not top 50700.HK3.1%

2.6%GOOGLnot top 5

not top 52899.HK1.7%

not top 5BAP1.6%

not top 5HDB1.6%

Held in common0.1%

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

IVV vs JADE Returns, Every Period

iSharesIVV

+13.6%

past year

JADEJ.P. Morgan

+17.3%

past year

IVVJADEFaded: behind in that period

0–2JADE wins

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

Core vs Unsorted: IVV vs JADE

YTD

iSharesIVV

+11.3%

JADEJ.P. Morgan

+14.5%

+11.3%Year to date+14.5%

−8.9%Worst drop · 1Y−17.6%

13.8%Volatility · 1Y25.4%

1.1%Yield2.0%

$875BAssets$27.7M

2–2level

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

Cost, Income and Risk

Fees: IVV, JADE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

JADE0.65%$65

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

Yields: IVV, JADE, SPYM

2.00%highest, JADE

FundTrailing yieldYield$10k

JADE2.00%$200

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$135most kept, JADE

JADE$200 − $65 = $135

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: IVV, JADE, SPYM

Today

99.9%most shared, IVV and SPYM

IVVJADESPYM

IVV—0.1%99.9%

JADE0.1%—0.1%

SPYM99.9%0.1%—

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

Return vs Bumpiness: 3 ETFs

+17.3%JADE, at 25.4% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

JADEWorst drop−17.6%25.4% vol

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

Paid More vs Made More

YTD

JADESPYM

+14.5%Year to date+11.3%

2.0%Yield1.0%

+17.3%Past year+13.6%

0.65%Fee0.02%

3–1JADE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026