Compare · 3 funds side by side · dividends reinvested

JADE, VTI and IVV

JADEJ.P. Morgan×VTIVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

JADE, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

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

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

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 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

JADE

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

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

IVVMeasureJADE

+8.7%Year to dateJan 1 → Nov 6+10.5%

+9.8%1 yearTotal return+12.1%

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

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

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

1.14%Trailing 12-mo yield$114 · $207 a year on $10k2.07%

−8.9%Worst dropSmaller is better−17.6%

13.6%VolatilityLower is calmer25.2%

IVVJADE 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

IVV vs JADE: Top 5 Holdings

Today

IVV

27.8%in top 5

JADE

in top 521.3%

IVVStockJADE

not top 52330.TW13.1%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

not top 50700.HK3.2%

2.6%GOOGLnot top 5

not top 52899.HK1.8%

not top 5BAP1.6%

not top 5HDB1.6%

Held in common0.1%

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

IVV vs JADE Returns, Every Period

iSharesIVV

+9.8%

past year

JADEJ.P. Morgan

+12.1%

past year

IVVJADEFaded: behind in that period

0–2JADE wins

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

Core vs Unsorted: IVV vs JADE

YTD

iSharesIVV

+8.7%

JADEJ.P. Morgan

+10.5%

+8.7%Year to date+10.5%

−8.9%Worst drop · 1Y−17.6%

13.6%Volatility · 1Y25.2%

1.1%Yield2.1%

$853BAssets$28.8M

2–2level

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

Cost, Income and Risk

Fees: JADE, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

JADE0.65%$65

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

Yields: JADE, VTI, IVV

2.07%highest, JADE

FundTrailing yieldYield$10k

JADE2.07%$207

IVV1.14%$114

VTI1.09%$109

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

VTI$109 − $3 = $106

KeptFee

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

Overlap: JADE, VTI, IVV

Today

85.5%most shared, VTI and IVV

JADEVTIIVV

JADE—0.1%0.1%

VTI0.1%—85.5%

IVV0.1%85.5%—

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

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% 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

JADEVTI

+10.5%Year to date+8.9%

2.1%Yield1.1%

+12.1%Past year+9.9%

0.65%Fee0.03%

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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