Compare · 3 funds side by side · dividends reinvested

JADE, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

JADE, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%2.07%+10.5%+12.1%[…][…]−17.6%25.2%$29M2.0

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%$853B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JADE 2024 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Developing Markets Equity ETF · $29M[…]

JADE

IVV

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

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

JADEMeasureIVV

+10.5%Year to dateJan 1 → Nov 6+8.7%

+12.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

2.07%Trailing 12-mo yield$207 · $114 a year on $10k1.14%

−17.6%Worst dropSmaller is better−8.9%

25.2%VolatilityLower is calmer13.6%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JADE vs IVV: Top 5 Holdings

Today

JADE

21.3%in top 5

IVV

in top 527.8%

JADEStockIVV

13.1%2330.TWnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.2%0700.HKnot top 5

not top 5GOOGL2.6%

1.8%2899.HKnot top 5

1.6%BAPnot top 5

1.6%HDBnot top 5

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

JADE vs IVV Returns, Every Period

J.P. MorganJADE

+12.1%

past year

IVViShares

+9.8%

past year

JADEIVVFaded: behind in that period

2–0JADE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: JADE vs IVV

YTD

J.P. MorganJADE

+10.5%

IVViShares

+8.7%

+10.5%Year to date+8.7%

−17.6%Worst drop · 1Y−8.9%

25.2%Volatility · 1Y13.6%

2.1%Yield1.1%

$28.8MAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JADE, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

JADE0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JADE, SPYM, IVV

2.07%highest, JADE

FundTrailing yieldYield$10k

JADE2.07%$207

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, JADE

JADE$207 − $65 = $142

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JADE, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

JADESPYMIVV

JADE—0.1%0.1%

SPYM0.1%—99.9%

IVV0.1%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.1%JADE, at 25.2% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

JADEWorst drop−17.6%25.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JADESPYM

+10.5%Year to date+8.8%

2.1%Yield1.1%

+12.1%Past year+9.8%

0.65%Fee0.02%

3–1JADE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026