Compare · 2 funds side by side · dividends reinvested

JADE and VTI

JADEJ.P. Morgan×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,332VTI · best of the two

02 / 04

JADE and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B1.4

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%1.99%+14.8%+15.6%[…][…]−13.5%24.5%$29M1.5

Rank among the two1st → 2ndFee, 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 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

JADE

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

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

JADEMeasureVTI

+14.8%Year to dateJan 1 → Nov 5+13.4%

+15.6%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,059+24.0%

[…]5 years · per year$10,000 became […] · $17,257+11.5%

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

1.99%Trailing 12-mo yield$199 · $105 a year on $10k1.05%

−13.5%Worst dropSmaller is better−8.9%

24.5%VolatilityLower is calmer13.1%

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

3–3Level

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

More Ways to See the Pairs

JADE vs VTI: Top 5 Holdings

Today

JADE

21.2%in top 5

VTI

in top 525.0%

JADEStockVTI

13.5%2330.TWnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

2.9%0700.HKnot top 5

not top 5GOOGL2.8%

1.7%2899.HKnot top 5

1.6%BAPnot top 5

1.4%HDBnot top 5

Held in common0.1%

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

JADE vs VTI Returns, Every Period

J.P. MorganJADE

+15.6%

past year

VTIVanguard

+13.5%

past year

JADEVTIFaded: behind in that period

2–0JADE wins

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

Unsorted vs Core: JADE vs VTI

YTD

J.P. MorganJADE

+14.8%

VTIVanguard

+13.4%

+14.8%Year to date+13.4%

−13.5%Worst drop · 1Y−8.9%

24.5%Volatility · 1Y13.1%

2.0%Yield1.0%

$28.5MAssets$689B

2–2level

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

Cost, Income and Risk

Fees: JADE, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

JADE0.65%$65

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

Yields: JADE, VTI

1.99%highest, JADE

FundTrailing yieldYield$10k

JADE1.99%$199

VTI1.05%$105

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

Income After Fees on $10,000

$134most kept, JADE

JADE$199 − $65 = $134

VTI$105 − $3 = $102

KeptFee

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

Overlap: JADE, VTI

Today

0.1%most shared, JADE and VTI

JADEVTI

JADE—0.1%

VTI0.1%—

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

Return vs Bumpiness: 2 ETFs

+15.6%JADE, at 24.5% volatility

VTIWorst drop−8.9%13.1% vol

JADEWorst drop−13.5%24.5% vol

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

Paid More vs Made More

YTD

JADEVTI

+14.8%Year to date+13.4%

2.0%Yield1.0%

+15.6%Past year+13.5%

0.65%Fee0.03%

3–1JADE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 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 5, 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 5, 2026