Compare · 2 funds side by side · dividends reinvested

JPME and VO

JPMEJ.P. Morgan×VOVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,853JPME · best of the two

02 / 04

JPME and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.24%1.78%+16.4%+19.5%+18.6%+8.2%−7.5%11.2%$496M1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.8

Rank among the two1st → 2ndFee, 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: JPME 2016 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Mid Cap Equity ETF · $496M$14,853

JPME

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 24.3% in common

JPMEMeasureVO

+16.4%Year to dateJan 1 → Nov 3+13.8%

+19.5%1 yearTotal return+13.9%

+18.6%3 years · per year$10,000 became $16,692 · $17,496+20.5%

+8.2%5 years · per year$10,000 became $14,853 · $13,977+6.9%

0.24%Expense ratio$24 · $3 a year on $10k · lower is better0.03%

1.78%Trailing 12-mo yield$178 · $135 a year on $10k1.35%

−7.5%Worst dropSmaller is better−8.2%

11.2%VolatilityLower is calmer12.4%

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

6–2JPME wins

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

More Ways to See the Pairs

JPME vs VO: Top 5 Holdings

Today

JPME

2.7%in top 5

in top 55.3%

JPMEStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.7%SWKSnot top 5

0.6%KMBnot top 5

0.5%EXELnot top 5

0.5%HALOnot top 5

0.5%RVTYnot top 5

Held in common24.3%

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

JPME vs VO Returns, Every Period

J.P. MorganJPME

+8.2%

5 years, per year

VOVanguard

+6.9%

5 years, per year

JPMEVOFaded: behind in that period

3–1JPME wins

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

JPME vs VO

YTD

J.P. MorganJPME

+16.4%

VOVanguard

+13.8%

+16.4%Year to date+13.8%

−7.5%Worst drop · 1Y−8.2%

11.2%Volatility · 1Y12.4%

1.8%Yield1.3%

$496MAssets$103B

4–0JPME wins

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

Cost, Income and Risk

Fees: JPME, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

JPME0.24%$24

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

Yields: JPME, VO

1.78%highest, JPME

FundTrailing yieldYield$10k

JPME1.78%$178

VO1.35%$135

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

Income After Fees on $10,000

$154most kept, JPME

JPME$178 − $24 = $154

VO$135 − $3 = $132

KeptFee

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

Overlap: JPME, VO

Today

24.3%most shared, JPME and VO

JPMEVO

JPME—24.3%

VO24.3%—

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

Return vs Bumpiness: 2 ETFs

+19.5%JPME, at 11.2% volatility

JPMEWorst drop−7.5%11.2% vol

VOWorst drop−8.2%12.4% vol

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

Paid More vs Made More

YTD

JPMEVO

+16.4%Year to date+13.8%

1.8%Yield1.3%

+19.5%Past year+13.9%

0.24%Fee0.03%

3–1JPME wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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 3, 2026

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