Compare · 2 funds side by side · dividends reinvested

JCPB and BIV

JCPBJ.P. Morgan×BIVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,409JCPB · best of the two

02 / 04

JCPB and BIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Core Plus Bond ETFBonds & Cash · Core aggregate0.40%4.97%+0.2%+0.8%+6.5%+0.8%−4.5%3.9%$17.4B1.1

Vanguard Intermediate-Term Bond ETFBonds & Cash · Core aggregate0.03%4.47%−1.0%−0.3%+5.8%+0.1%−5.4%4.3%$28.1B1.9

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: JCPB 2019 · BIV 2007

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Core Plus Bond ETF · $17.4B$10,409

JCPB

BIV

Vanguard Intermediate-Term Bond ETF · $28.1B$10,047

$10,000 five years ago, dividends reinvested

JCPBMeasureBIV

+0.2%Year to dateJan 1 → Nov 4−1.0%

+0.8%1 yearTotal return−0.3%

+6.5%3 years · per year$10,000 became $12,096 · $11,836+5.8%

+0.8%5 years · per year$10,000 became $10,409 · $10,047+0.1%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

4.97%Trailing 12-mo yield$497 · $447 a year on $10k4.47%

−4.5%Worst dropSmaller is better−5.4%

3.9%VolatilityLower is calmer4.3%

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

7–1JCPB wins

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

More Ways to See the Pairs

JCPB vs BIV: Top 5 Holdings

Today

JCPB

[…]in top 5

BIV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

JCPB vs BIV Returns, Every Period

J.P. MorganJCPB

+0.8%

5 years, per year

BIVVanguard

+0.1%

5 years, per year

JCPBBIVFaded: behind in that period

4–0JCPB wins

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

JCPB vs BIV

YTD

J.P. MorganJCPB

+0.2%

BIVVanguard

−1.0%

+0.2%Year to date−1.0%

−4.5%Worst drop · 1Y−5.4%

3.9%Volatility · 1Y4.3%

5.0%Yield4.5%

$17.4BAssets$28.1B

4–0JCPB wins

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

Cost, Income and Risk

Fees: JCPB, BIV

Today

0.03%lowest, BIV

FundExpense ratioFee$10k

BIV0.03%$3

JCPB0.40%$40

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

Yields: JCPB, BIV

4.97%highest, JCPB

FundTrailing yieldYield$10k

JCPB4.97%$497

BIV4.47%$447

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

Income After Fees on $10,000

$457most kept, JCPB

JCPB$497 − $40 = $457

BIV$447 − $3 = $444

KeptFee

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

Overlap: JCPB, BIV

Today

[…]holdings […]

JCPBBIV

JCPB—[…]

BIV[…]—

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

Return vs Bumpiness: 2 ETFs

+0.8%JCPB, at 3.9% volatility

JCPBWorst drop−4.5%3.9% vol

BIVWorst drop−5.4%4.3% vol

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

Paid More vs Made More

YTD

JCPBBIV

+0.2%Year to date−1.0%

5.0%Yield4.5%

+0.8%Past year−0.3%

0.40%Fee0.03%

3–1JCPB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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