Compare · 3 funds side by side · dividends reinvested

JMBS, VOO and IVV

JMBSJanus Henderson×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

JMBS, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

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%$853B1.9

Janus Henderson Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.21%5.39%−0.3%+0.5%+6.0%+0.6%−6.0%4.9%$6.2B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: JMBS 2018 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Mortgage-Backed Securities ETF · $6.2B$10,280

JMBS

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested

JMBSMeasureVOO

−0.3%Year to dateJan 1 → Nov 9+11.3%

+0.5%1 yearTotal return+13.6%

+6.0%3 years · per year$10,000 became $11,899 · $18,159+22.0%

+0.6%5 years · per year$10,000 became $10,280 · $17,543+11.9%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

5.39%Trailing 12-mo yield$539 · $107 a year on $10k1.07%

−6.0%Worst dropSmaller is better−8.9%

4.9%VolatilityLower is calmer13.7%

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

3–5VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMBS vs VOO: Top 5 Holdings

Today

JMBS

[…]in top 5

VOO

in top 528.3%

JMBSStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

JMBS vs VOO Returns, Every Period

Janus HendersonJMBS

+0.6%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

JMBSVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: JMBS vs IVV

YTD

Janus HendersonJMBS

−0.3%

IVViShares

+8.7%

−0.3%Year to date+8.7%

−6.0%Worst drop · 1Y−8.9%

4.9%Volatility · 1Y13.6%

5.4%Yield1.1%

$6.2BAssets$853B

3–1JMBS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMBS, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

JMBS0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JMBS, VOO, IVV

5.39%highest, JMBS

FundTrailing yieldYield$10k

JMBS5.39%$539

IVV1.14%$114

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$518most kept, JMBS

JMBS$539 − $21 = $518

IVV$114 − $3 = $111

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JMBS, VOO, IVV

Today

92.2%most shared, VOO and IVV

JMBSVOOIVV

JMBS—[…][…]

VOO[…]—92.2%

IVV[…]92.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

JMBSWorst drop−6.0%4.9% vol

IVVWorst drop−8.9%13.6% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JMBSVOO

−0.3%Year to date+11.3%

5.4%Yield1.1%

+0.5%Past year+13.6%

0.21%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026