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$18,118IVV · best of the three

02 / 04

JADE, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%1.99%+14.8%+15.6%[…][…]−13.5%24.5%$29M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: JADE 2024 · VOO 2010 · 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 · $887B$18,118

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

JADEMeasureIVV

+14.8%Year to dateJan 1 → Nov 4+13.4%

+15.6%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

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

1.99%Trailing 12-mo yield$199 · $109 a year on $10k1.09%

−13.5%Worst dropSmaller is better−8.9%

24.5%VolatilityLower is calmer12.9%

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

3–3Level

End-of-day Nov 4, 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

21.2%in top 5

IVV

in top 527.3%

JADEStockIVV

13.8%2330.TWnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

2.9%0700.HKnot top 5

not top 5GOOGL2.5%

1.6%BAPnot top 5

1.6%2899.HKnot top 5

1.4%HDBnot top 5

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

JADE vs IVV Returns, Every Period

J.P. MorganJADE

+15.6%

past year

IVViShares

+13.5%

past year

JADEIVVFaded: behind in that period

2–0JADE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: JADE vs IVV

YTD

J.P. MorganJADE

+14.8%

IVViShares

+13.4%

+14.8%Year to date+13.4%

−13.5%Worst drop · 1Y−8.9%

24.5%Volatility · 1Y12.9%

2.0%Yield1.1%

$28.5MAssets$887B

2–2level

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: JADE, VOO, IVV

1.99%highest, JADE

FundTrailing yieldYield$10k

JADE1.99%$199

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$134most kept, JADE

JADE$199 − $65 = $134

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JADE, VOO, IVV

Today

94.5%most shared, VOO and IVV

JADEVOOIVV

JADE—0.1%0.1%

VOO0.1%—94.5%

IVV0.1%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%JADE, at 24.5% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

JADEWorst drop−13.5%24.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JADEIVV

+14.8%Year to date+13.4%

2.0%Yield1.1%

+15.6%Past year+13.5%

0.65%Fee0.03%

3–1JADE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026