Compare · 4 funds side by side · dividends reinvested

JMUB, SPYM, SPY and IVV

JMUBJ.P. Morgan×SPYMSPDR×SPYSPDR×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,118IVV · best of the four

02 / 04

JMUB, SPYM, 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%$872B2.0

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B2.1

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.82%−0.0%+0.3%+4.5%+1.1%−5.9%3.4%$9.0B2.9

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%$798B3.0

Rank among the four1st → 4thFee, 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: JMUB 2018 · SPYM 2005 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $872B$18,118

IVV

JMUB

JPMorgan Municipal ETF · $9.0B$10,572

$10,000 five years ago, dividends reinvested

IVVMeasureJMUB

+11.6%Year to dateJan 1 → Nov 4−0.0%

+11.9%1 yearTotal return+0.3%

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

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

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

1.11%Trailing 12-mo yield$111 · $382 a year on $10k3.82%

−8.9%Worst dropSmaller is better−5.9%

12.8%VolatilityLower is calmer3.4%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs JMUB: Top 5 Holdings

Today

IVV

27.3%in top 5

JMUB

in top 5[…]

IVVStockJMUB

7.7%AAPLnot top 5

7.6%NVDAnot top 5

5.9%MSFTnot top 5

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

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

IVV vs JMUB Returns, Every Period

iSharesIVV

+12.2%

5 years, per year

JMUBJ.P. Morgan

+1.1%

5 years, per year

IVVJMUBFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs JMUB

YTD

iSharesIVV

+11.6%

JMUBJ.P. Morgan

−0.0%

+11.6%Year to date−0.0%

−8.9%Worst drop · 1Y−5.9%

12.8%Volatility · 1Y3.4%

1.1%Yield3.8%

$872BAssets$9.0B

3–1JMUB wins

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

Cost, Income and Risk

Fees: JMUB, SPYM, SPY, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

JMUB0.18%$18

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

Yields: JMUB, SPYM, SPY, IVV

3.82%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.82%$382

IVV1.11%$111

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$364most kept, JMUB

JMUB$382 − $18 = $364

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: JMUB, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and SPY

JMUBSPYMSPYIVV

JMUB—[…][…][…]

SPYM[…]—99.9%98.6%

SPY[…]99.9%—98.7%

IVV[…]98.6%98.7%—

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

Return vs Bumpiness: 4 ETFs

+11.9%IVV, at 12.8% volatility

JMUBWorst drop−5.9%3.4% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.8% vol

End-of-day Nov 4, 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 4, 2026

Popular Pairs Near These Four

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 4, 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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026