Compare · 4 funds side by side · dividends reinvested

JADE, SPYM, IVV and VOO

JADEJ.P. Morgan×SPYMSPDR×IVViShares×VOOVanguard×

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

02 / 04

JADE, SPYM, IVV and VOO, 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%$179B2.0

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%$875B2.1

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%2.00%+14.5%+17.3%[…][…]−17.6%25.4%$28M2.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.9

Rank among the four1st → 4thFee, 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: JADE 2024 · SPYM 2005 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

JADE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

JADEMeasureSPYM

+14.5%Year to dateJan 1 → Nov 9+11.3%

+17.3%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

2.00%Trailing 12-mo yield$200 · $103 a year on $10k1.03%

−17.6%Worst dropSmaller is better−8.9%

25.4%VolatilityLower is calmer13.7%

JADESPYM 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

JADE vs SPYM: Top 5 Holdings

Today

JADE

21.3%in top 5

SPYM

in top 527.8%

JADEStockSPYM

13.3%2330.TWnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.1%0700.HKnot top 5

not top 5GOOGL2.6%

1.7%2899.HKnot top 5

1.6%BAPnot top 5

1.6%HDBnot top 5

Held in common0.1%

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

JADE vs SPYM Returns, Every Period

J.P. MorganJADE

+17.3%

past year

SPYMSPDR

+13.6%

past year

JADESPYMFaded: behind in that period

2–0JADE wins

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

Unsorted vs Core: JADE vs IVV

YTD

J.P. MorganJADE

+14.5%

IVViShares

+11.3%

+14.5%Year to date+11.3%

−17.6%Worst drop · 1Y−8.9%

25.4%Volatility · 1Y13.8%

2.0%Yield1.1%

$27.7MAssets$875B

2–2level

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

Cost, Income and Risk

Fees: JADE, SPYM, IVV, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VOO0.03%$3

JADE0.65%$65

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

Yields: JADE, SPYM, IVV, VOO

2.00%highest, JADE

FundTrailing yieldYield$10k

JADE2.00%$200

IVV1.11%$111

VOO1.07%$107

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

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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

Overlap: JADE, SPYM, IVV, VOO

Today

99.9%most shared, SPYM and IVV

JADESPYMIVVVOO

JADE—0.1%0.1%0.1%

SPYM0.1%—99.9%92.7%

IVV0.1%99.9%—92.7%

VOO0.1%92.7%92.7%—

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

Return vs Bumpiness: 4 ETFs

+17.3%JADE, at 25.4% volatility

VOOWorst drop−8.9%13.7% vol

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 Four

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026