Compare · 3 funds side by side · dividends reinvested

JMEE, IWF and VUG

JMEEJ.P. Morgan×IWFiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

JMEE, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Small & Mid Cap Enhanced Equity ETFUS Stock Styles · Mid cap0.34%0.96%+17.0%+21.4%+18.1%[…]−8.8%15.7%$2.9B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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: JMEE 1998 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JMEE

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

JMEEMeasureIWF

+17.0%Year to dateJan 1 → Nov 9−2.5%

+21.4%1 yearTotal return−2.2%

+18.1%3 years · per year$10,000 became $16,490 · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

0.34%Expense ratio$34 · $18 a year on $10k · lower is better0.18%

0.96%Trailing 12-mo yield$96 · $38 a year on $10k0.38%

−8.8%Worst dropSmaller is better−14.6%

15.7%VolatilityLower is calmer19.5%

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

5–2JMEE wins

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

More Ways to See the Pairs

JMEE vs IWF: Top 5 Holdings

Today

JMEE

2.8%in top 5

IWF

in top 539.7%

JMEEStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.7%UTHRnot top 5

0.6%FTInot top 5

0.5%RSnot top 5

0.5%ATInot top 5

0.5%NVTnot top 5

Held in common1.8%

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

JMEE vs IWF Returns, Every Period

J.P. MorganJMEE

+21.4%

past year

IWFiShares

−2.2%

past year

JMEEIWFFaded: behind in that period

2–1JMEE wins

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

JMEE vs VUG

YTD

J.P. MorganJMEE

+17.0%

VUGVanguard

+4.2%

+17.0%Year to date+4.2%

−8.8%Worst drop · 1Y−15.1%

15.7%Volatility · 1Y19.1%

1.0%Yield0.4%

$2.9BAssets$233B

4–0JMEE wins

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

Cost, Income and Risk

Fees: JMEE, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

JMEE0.34%$34

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

Yields: JMEE, IWF, VUG

0.96%highest, JMEE

FundTrailing yieldYield$10k

JMEE0.96%$96

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$62most kept, JMEE

JMEE$96 − $34 = $62

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: JMEE, IWF, VUG

Today

78.1%most shared, IWF and VUG

JMEEIWFVUG

JMEE—1.8%0.0%

IWF1.8%—78.1%

VUG0.0%78.1%—

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

Return vs Bumpiness: 3 ETFs

+21.4%JMEE, at 15.7% volatility

JMEEWorst drop−8.8%15.7% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

JMEEVUG

+17.0%Year to date+4.2%

1.0%Yield0.4%

+21.4%Past year+4.7%

0.34%Fee0.03%

3–1JMEE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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