Compare · 3 funds side by side · dividends reinvested

JADE, VOO and IVV

JADEJ.P. Morgan×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

JADE, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.9

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%2.11%+8.1%+10.9%[…][…]−17.6%25.1%$29M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: JADE 2024 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

JADE

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

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

IVVMeasureJADE

+8.4%Year to dateJan 1 → Nov 5+8.1%

+9.7%1 yearTotal return+10.9%

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

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

1.14%Trailing 12-mo yield$114 · $211 a year on $10k2.11%

−8.9%Worst dropSmaller is better−17.6%

13.6%VolatilityLower is calmer25.1%

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

4–2IVV wins

End-of-day Nov 5, 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

27.7%in top 5

JADE

in top 521.2%

IVVStockJADE

not top 52330.TW13.5%

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

not top 50700.HK2.9%

2.6%GOOGLnot top 5

not top 52899.HK1.7%

not top 5BAP1.6%

not top 5HDB1.4%

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

IVV vs JADE Returns, Every Period

iSharesIVV

+9.7%

past year

JADEJ.P. Morgan

+10.9%

past year

IVVJADEFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: IVV vs JADE

YTD

iSharesIVV

+8.4%

JADEJ.P. Morgan

+8.1%

+8.4%Year to date+8.1%

−8.9%Worst drop · 1Y−17.6%

13.6%Volatility · 1Y25.1%

1.1%Yield2.1%

$887BAssets$28.5M

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JADE, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

JADE0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JADE, VOO, IVV

2.11%highest, JADE

FundTrailing yieldYield$10k

JADE2.11%$211

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, JADE

JADE$211 − $65 = $146

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JADE, VOO, IVV

Today

93.5%most shared, VOO and IVV

JADEVOOIVV

JADE—0.1%0.1%

VOO0.1%—93.5%

IVV0.1%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.9%JADE, at 25.1% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

JADEWorst drop−17.6%25.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JADEVOO

+8.1%Year to date+8.4%

2.1%Yield1.1%

+10.9%Past year+9.8%

0.65%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026