Compare · 2 funds side by side · dividends reinvested

JPME and IJH

JPMEJ.P. Morgan×IJHiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,743JPME · best of the two

02 / 04

JPME and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.24%1.79%+15.3%+19.2%+17.7%+8.1%−7.5%11.5%$500M1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: JPME 2016 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Mid Cap Equity ETF · $500M$14,743

JPME

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 32.0% in common

JPMEMeasureIJH

+15.3%Year to dateJan 1 → Nov 5+9.5%

+19.2%1 yearTotal return+12.9%

+17.7%3 years · per year$10,000 became $16,309 · $15,806+16.5%

+8.1%5 years · per year$10,000 became $14,743 · $13,830+6.7%

0.24%Expense ratio$24 · $5 a year on $10k · lower is better0.05%

1.79%Trailing 12-mo yield$179 · $126 a year on $10k1.26%

−7.5%Worst dropSmaller is better−8.8%

11.5%VolatilityLower is calmer15.5%

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

7–1JPME wins

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

More Ways to See the Pairs

JPME vs IJH: Top 5 Holdings

Today

JPME

2.8%in top 5

IJH

in top 53.5%

JPMEStockIJH

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

0.7%SWKSnot top 5

not top 5USFD0.7%

not top 5THC0.7%

0.6%KMBnot top 5

0.5%EXELnot top 5

0.5%RVTYnot top 5

0.5%WSMnot top 5

Held in common32.0%

End-of-day Nov 5, 2026 · share of each fund

JPME vs IJH Returns, Every Period

J.P. MorganJPME

+8.1%

5 years, per year

IJHiShares

+6.7%

5 years, per year

JPMEIJHFaded: behind in that period

4–0JPME wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JPME vs IJH

YTD

J.P. MorganJPME

+15.3%

IJHiShares

+9.5%

+15.3%Year to date+9.5%

−7.5%Worst drop · 1Y−8.8%

11.5%Volatility · 1Y15.5%

1.8%Yield1.3%

$500MAssets$121B

4–0JPME wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPME, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

JPME0.24%$24

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JPME, IJH

1.79%highest, JPME

FundTrailing yieldYield$10k

JPME1.79%$179

IJH1.26%$126

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$155most kept, JPME

JPME$179 − $24 = $155

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JPME, IJH

Today

32.0%most shared, JPME and IJH

JPMEIJH

JPME—32.0%

IJH32.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.2%JPME, at 11.5% volatility

JPMEWorst drop−7.5%11.5% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JPMEIJH

+15.3%Year to date+9.5%

1.8%Yield1.3%

+19.2%Past year+12.9%

0.24%Fee0.05%

3–1JPME wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026