Compare · 3 funds side by side · dividends reinvested

JMUB, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,747IVV · best of the three

02 / 04

JMUB, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.6%+11.9%+24.1%+12.2%−8.9%12.8%$872B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.1

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.82%−0.0%+0.3%+4.5%+1.1%−5.9%3.4%$9.0B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: JMUB 2018 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Municipal ETF · $9.0B$10,543

JMUB

IVV

iShares Core S&P 500 ETF · $872B$17,747

$10,000 five years ago, dividends reinvested

JMUBMeasureIVV

−0.0%Year to dateJan 1 → Nov 3+11.6%

+0.3%1 yearTotal return+11.9%

+4.5%3 years · per year$10,000 became $11,421 · $19,093+24.1%

+1.1%5 years · per year$10,000 became $10,543 · $17,747+12.2%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

3.82%Trailing 12-mo yield$382 · $111 a year on $10k1.11%

−5.9%Worst dropSmaller is better−8.9%

3.4%VolatilityLower is calmer12.8%

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

3–5IVV wins

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

More Ways to See the Pairs

JMUB vs IVV: Top 5 Holdings

Today

JMUB

[…]in top 5

IVV

in top 527.3%

JMUBStockIVV

not top 5AAPL7.7%

not top 5NVDA7.6%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

JMUB vs IVV Returns, Every Period

J.P. MorganJMUB

+1.1%

5 years, per year

IVViShares

+12.2%

5 years, per year

JMUBIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Bonds vs Core: JMUB vs IVV

YTD

J.P. MorganJMUB

−0.0%

IVViShares

+11.6%

−0.0%Year to date+11.6%

−5.9%Worst drop · 1Y−8.9%

3.4%Volatility · 1Y12.8%

3.8%Yield1.1%

$9.0BAssets$872B

3–1JMUB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMUB, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

JMUB0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JMUB, SPY, IVV

3.82%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.82%$382

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$364most kept, JMUB

JMUB$382 − $18 = $364

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JMUB, SPY, IVV

Today

98.7%most shared, SPY and IVV

JMUBSPYIVV

JMUB—[…][…]

SPY[…]—98.7%

IVV[…]98.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%IVV, at 12.8% volatility

JMUBWorst drop−5.9%3.4% vol

SPYWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JMUBIVV

−0.0%Year to date+11.6%

3.8%Yield1.1%

+0.3%Past year+11.9%

0.18%Fee0.03%

3–1IVV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026