Compare · 3 funds side by side · dividends reinvested

JMEE, IWR and VUG

JMEEJ.P. Morgan×IWRiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

JMEE, IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.6

JPMorgan Small & Mid Cap Enhanced Equity ETFUS Stock Styles · Mid cap0.34%0.96%+17.8%+21.1%+19.8%[…]−8.2%15.1%$3.0B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: JMEE 1998 · IWR 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Small & Mid Cap Enhanced Equity ETF · $3.0B[…]

JMEE

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 20.8% in common

JMEEMeasureIWR

+17.8%Year to dateJan 1 → Nov 4+16.9%

+21.1%1 yearTotal return+18.2%

+19.8%3 years · per year$10,000 became $17,191 · $17,790+21.2%

[…]5 years · per year$10,000 became […] · $14,596+7.9%

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

0.96%Trailing 12-mo yield$96 · $114 a year on $10k1.14%

−8.2%Worst dropSmaller is better−8.2%

15.1%VolatilityLower is calmer13.4%

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

2–4IWR wins

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

More Ways to See the Pairs

JMEE vs IWR: Top 5 Holdings

Today

JMEE

3.3%in top 5

IWR

in top 53.7%

JMEEStockIWR

not top 5MPC0.9%

not top 5PSX0.8%

0.8%OKTAnot top 5

0.8%UTHRnot top 5

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

0.6%FTInot top 5

0.6%NVTnot top 5

0.6%HALOnot top 5

Held in common20.8%

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

JMEE vs IWR Returns, Every Period

J.P. MorganJMEE

+21.1%

past year

IWRiShares

+18.2%

past year

JMEEIWRFaded: behind in that period

2–1JMEE wins

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

JMEE vs IWR

YTD

J.P. MorganJMEE

+17.8%

IWRiShares

+16.9%

+17.8%Year to date+16.9%

−8.2%Worst drop · 1Y−8.2%

15.1%Volatility · 1Y13.4%

1.0%Yield1.1%

$3.0BAssets$58.2B

2–1IWR wins

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

Cost, Income and Risk

Fees: JMEE, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWR0.18%$18

JMEE0.34%$34

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

Yields: JMEE, IWR, VUG

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

JMEE0.96%$96

VUG0.40%$40

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

JMEE$96 − $34 = $62

VUG$40 − $3 = $37

KeptFee

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

Overlap: JMEE, IWR, VUG

Today

20.8%most shared, JMEE and IWR

JMEEIWRVUG

JMEE—20.8%0.0%

IWR20.8%—7.0%

VUG0.0%7.0%—

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

Return vs Bumpiness: 3 ETFs

+21.1%JMEE, at 15.1% volatility

IWRWorst drop−8.2%13.4% vol

JMEEWorst drop−8.2%15.1% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IWRJMEE

+16.9%Year to date+17.8%

1.1%Yield1.0%

+18.2%Past year+21.1%

0.18%Fee0.34%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026