Compare · 3 funds side by side · dividends reinvested

JMSI, VOO and IVV

JMSIJ.P. Morgan×VOOVanguard×IVViShares×

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

Story of the three · IncomeMost incomeJMSI · 3.74% · $374 a year on $10k

Story of the three · RiskSmallest drop

JMSI, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.9

JPMorgan Sustainable Municipal Income ETFBonds & Cash · Municipal0.46%3.74%+0.5%+1.0%+4.5%[…]−6.5%4.2%$405M2.1

Rank among the three1st → 3rdFee, 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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JMSI

VOO

Vanguard S&P 500 ETF · $1.00T$17,393

$10,000 five years ago, dividends reinvested

JMSIMeasureVOO

More Ways to See the Pairs

JMSI vs VOO: Top 5 Holdings

Today

JMSI

[…]in top 5

VOO

in top 528.3%

JMSIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL

Cost, Income and Risk

Fees: JMSI, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

JMSI0.46%$46

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

Yields: JMSI, VOO, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+0.5%Year to dateJan 1 → Nov 12+12.3%

+1.0%1 yearTotal return+12.8%

+4.5%3 years · per year$10,000 became $11,419 · $18,126+21.9%

[…]5 years · per year$10,000 became […] · $17,533+11.9%

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

3.74%Trailing 12-mo yield$374 · $106 a year on $10k1.06%

−6.5%Worst dropSmaller is better−8.9%

4.2%VolatilityLower is calmer13.7%

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

3–4VOO wins

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

3.1%

Held in common[…]

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

JMSI vs VOO Returns, Every Period

1Y

J.P. MorganJMSI

+1.0%

past year

VOOVanguard

+12.8%

past year

JMSIVOOFaded: behind in that period

0–3VOO wins

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

Bonds vs Core: JMSI vs IVV

YTD

J.P. MorganJMSI

+0.5%

IVViShares

+12.3%

+0.5%Year to date+12.3%

−6.5%Worst drop · 1Y−8.9%

4.2%Volatility · 1Y13.7%

3.7%Yield1.1%

$405MAssets$883B

3–1JMSI wins

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

1Y

3.74%highest, JMSI

FundTrailing yieldYield$10k

JMSI3.74%$374

IVV1.10%$110

VOO1.06%$106

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

Income After Fees on $10,000

1Y

$328most kept, JMSI

JMSI$374 − $46 = $328

IVV$110 − $3 = $107

VOO$106 − $3 = $103

KeptFee

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

Overlap: JMSI, VOO, IVV

Today

92.7%most shared, VOO and IVV

JMSIVOOIVV

JMSI—[…][…]

VOO[…]—92.7%

IVV[…]92.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.8%VOO, at 13.7% volatility

JMSIWorst drop−6.5%4.2% vol

VOOWorst drop−8.9%13.7% 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

+0.5%Year to date+12.3%

3.7%Yield1.1%

+1.0%Past year+12.7%

0.46%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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JMSI, VOO and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three