Compare · 2 funds side by side · dividends reinvested

JMST and IVV

JMSTJ.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

JMST 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%$850B1.4

JPMorgan Ultra-Short Municipal Income ETFBonds & Cash · Ultra-short0.18%2.54%+2.1%+2.7%+3.4%+2.5%−0.6%0.7%$8.4B1.6

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: JMST 2018 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

JMST

JPMorgan Ultra-Short Municipal Income ETF · $8.4B$11,308

$10,000 five years ago, dividends reinvested

IVVMeasureJMST

+8.7%Year to dateJan 1 → Nov 6+2.1%

+9.8%1 yearTotal return+2.7%

+21.8%3 years · per year$10,000 became $18,084 · $11,050+3.4%

+11.4%5 years · per year$10,000 became $17,177 · $11,308+2.5%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.14%Trailing 12-mo yield$114 · $254 a year on $10k2.54%

−8.9%Worst dropSmaller is better−0.6%

13.6%VolatilityLower is calmer0.7%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs JMST: Top 5 Holdings

Today

IVV

27.8%in top 5

JMST

in top 5[…]

IVVStockJMST

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs JMST Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

JMSTJ.P. Morgan

+2.5%

5 years, per year

IVVJMSTFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs JMST

YTD

iSharesIVV

+8.7%

JMSTJ.P. Morgan

+2.1%

+8.7%Year to date+2.1%

−8.9%Worst drop · 1Y−0.6%

13.6%Volatility · 1Y0.7%

1.1%Yield2.5%

$850BAssets$8.4B

3–1JMST wins

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

Cost, Income and Risk

Fees: JMST, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

JMST0.18%$18

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

Yields: JMST, IVV

2.54%highest, JMST

FundTrailing yieldYield$10k

JMST2.54%$254

IVV1.14%$114

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

Income After Fees on $10,000

$236most kept, JMST

JMST$254 − $18 = $236

IVV$114 − $3 = $111

KeptFee

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

Overlap: JMST, IVV

Today

[…]holdings […]

JMSTIVV

JMST—[…]

IVV[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

JMSTWorst drop−0.6%0.7% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

JMSTIVV

+2.1%Year to date+8.7%

2.5%Yield1.1%

+2.7%Past year+9.8%

0.18%Fee0.03%

3–1IVV wins

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%

$182BAssets$819B

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$850B

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