Compare · 2 funds side by side · dividends reinvested

JMSI and IVV

JMSIJ.P. Morgan×IVViShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,398IVV · best of the two

Story of the two · IncomeMost incomeJMSI · 3.76% · $376 a year on $10k

Story of the two · RiskSmallest drop

JMSI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.4

JPMorgan Sustainable Municipal Income ETFBonds & Cash · Municipal0.46%3.76%−0.1%+0.1%+4.2%[…]−6.5%4.2%$405M1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: JMSI 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Sustainable Municipal Income ETF · $405M[…]

JMSI

IVV

iShares Core S&P 500 ETF · $883B$17,398

$10,000 five years ago, dividends reinvested

JMSIMeasureIVV

−0.1%

More Ways to See the Pairs

JMSI vs IVV: Top 5 Holdings

Today

JMSI

[…]in top 5

IVV

in top 526.9%

JMSIStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: JMSI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

JMSI0.46%$46

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JMSI, IVV

1Y

3.76%highest, JMSI

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Year to date

Jan 1 → Nov 12

+12.0%

+0.1%1 yearTotal return+12.2%

+4.2%3 years · per year$10,000 became $11,299 · $18,019+21.7%

[…]5 years · per year$10,000 became […] · $17,398+11.7%

0.46%Expense ratio$46 · $3 a year on $10k · lower is better0.03%

3.76%Trailing 12-mo yield$376 · $110 a year on $10k1.10%

−6.5%Worst dropSmaller is better−8.9%

4.2%VolatilityLower is calmer13.7%

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

3–4IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

JMSI vs IVV Returns, Every Period

1Y

J.P. MorganJMSI

+0.1%

past year

IVViShares

+12.2%

past year

JMSIIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Core: JMSI vs IVV

YTD

J.P. MorganJMSI

−0.1%

IVViShares

+12.0%

−0.1%Year to date+12.0%

−6.5%Worst drop · 1Y−8.9%

4.2%Volatility · 1Y13.7%

3.8%Yield1.1%

$405MAssets$883B

3–1JMSI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

JMSI3.76%$376

IVV1.10%$110

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

Income After Fees on $10,000

1Y

$330most kept, JMSI

JMSI$376 − $46 = $330

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JMSI, IVV

Today

[…]holdings […]

JMSIIVV

JMSI—[…]

IVV[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.2%IVV, at 13.7% volatility

JMSIWorst drop−6.5%4.2% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JMSIIVV

−0.1%Year to date+12.0%

3.8%Yield1.1%

+0.1%Past year+12.2%

0.46%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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JMSI and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two