Compare · 2 funds side by side · dividends reinvested

JMEE and IVV

JMEEJ.P. Morgan×IVViShares×

Versus in desk

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

02 / 04

JMEE 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%$853B1.4

JPMorgan Small & Mid Cap Enhanced Equity ETFUS Stock Styles · Mid cap0.34%0.99%+13.5%+16.5%+17.8%[…]−8.8%15.5%$2.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JMEE 1998 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Small & Mid Cap Enhanced Equity ETF · $2.9B[…]

JMEE

IVV

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JMEEMeasureIVV

+13.5%Year to dateJan 1 → Nov 6+8.7%

+16.5%1 yearTotal return+9.8%

+17.8%3 years · per year$10,000 became $16,334 · $18,084+21.8%

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

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $114 a year on $10k1.14%

−8.8%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.6%

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

3–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMEE vs IVV: Top 5 Holdings

Today

JMEE

3.1%in top 5

IVV

in top 527.8%

JMEEStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.7%UTHRnot top 5

0.7%OKTAnot top 5

0.6%FTInot top 5

0.5%HALOnot top 5

0.5%RSnot top 5

Held in common0.0%

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

JMEE vs IVV Returns, Every Period

J.P. MorganJMEE

+16.5%

past year

IVViShares

+9.8%

past year

JMEEIVVFaded: behind in that period

2–1JMEE wins

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

Stocks vs Core: JMEE vs IVV

YTD

J.P. MorganJMEE

+13.5%

IVViShares

+8.7%

+13.5%Year to date+8.7%

−8.8%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.6%

1.0%Yield1.1%

$2.9BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: JMEE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

JMEE0.34%$34

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

Yields: JMEE, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

JMEE0.99%$99

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

JMEE$99 − $34 = $65

KeptFee

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

Overlap: JMEE, IVV

Today

0.0%most shared, JMEE and IVV

JMEEIVV

JMEE—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.5%JMEE, at 15.5% volatility

IVVWorst drop−8.9%13.6% vol

JMEEWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVJMEE

+8.7%Year to date+13.5%

1.1%Yield1.0%

+9.8%Past year+16.5%

0.03%Fee0.34%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM 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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026