Compare · 2 funds side by side · dividends reinvested

JAVA and VOO

JAVAJ.P. Morgan×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

JAVA and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Value ETFUS Stock Styles · Value0.44%1.11%+20.0%+24.7%+22.0%+12.4%−8.3%11.5%$7.5B1.4

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%$1.00T1.6

Rank among the two1st → 2ndFee, 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: JAVA 2021 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Value ETF · $7.5B$17,927

JAVA

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 38.8% in common

JAVAMeasureVOO

+20.0%Year to dateJan 1 → Nov 4+13.4%

+24.7%1 yearTotal return+13.5%

+22.0%3 years · per year$10,000 became $18,137 · $19,172+24.2%

+12.4%5 years · per year$10,000 became $17,927 · $18,115+12.6%

0.44%Expense ratio$44 · $3 a year on $10k · lower is better0.03%

1.11%Trailing 12-mo yield$111 · $105 a year on $10k1.05%

−8.3%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer12.8%

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

5–3JAVA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JAVA vs VOO: Top 5 Holdings

Today

JAVA

21.5%in top 5

VOO

in top 528.3%

JAVAStockVOO

not top 5NVDA8.4%

3.8%AAPL7.4%

7.3%AMZN3.7%

6.1%MSFT5.8%

not top 5GOOGL3.1%

2.2%WFCnot top 5

2.1%BRK-Bnot top 5

Held in common38.8%

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

JAVA vs VOO Returns, Every Period

J.P. MorganJAVA

+12.4%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

JAVAVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: JAVA vs VOO

YTD

J.P. MorganJAVA

+20.0%

VOOVanguard

+13.4%

+20.0%Year to date+13.4%

−8.3%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y12.8%

1.1%Yield1.1%

$7.5BAssets$1.00T

3–0JAVA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JAVA, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JAVA0.44%$44

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

Yields: JAVA, VOO

1.11%highest, JAVA

FundTrailing yieldYield$10k

JAVA1.11%$111

VOO1.05%$105

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

JAVA$111 − $44 = $67

KeptFee

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

Overlap: JAVA, VOO

Today

38.8%most shared, JAVA and VOO

JAVAVOO

JAVA—38.8%

VOO38.8%—

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

Return vs Bumpiness: 2 ETFs

+24.7%JAVA, at 11.5% volatility

JAVAWorst drop−8.3%11.5% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

JAVAVOO

+20.0%Year to date+13.4%

1.1%Yield1.1%

+24.7%Past year+13.5%

0.44%Fee0.03%

2–1JAVA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026