Compare · 2 funds side by side · dividends reinvested

JPRE and VOO

JPREJ.P. Morgan×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

JPRE and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

JPMorgan Realty Income ETFIncome · Dividend stocks0.71%2.24%+16.8%+17.1%+15.4%[…]−10.5%14.2%$469M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: JPRE 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Realty Income ETF · $469M[…]

JPRE

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

JPREMeasureVOO

+16.8%Year to dateJan 1 → Nov 4+13.4%

+17.1%1 yearTotal return+13.5%

+15.4%3 years · per year$10,000 became $15,369 · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.71%Expense ratio$71 · $3 a year on $10k · lower is better0.03%

2.24%Trailing 12-mo yield$224 · $105 a year on $10k1.05%

−10.5%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer12.8%

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

3–4VOO wins

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

More Ways to See the Pairs

JPRE vs VOO: Top 5 Holdings

Today

JPRE

45.0%in top 5

VOO

in top 528.3%

JPREStockVOO

12.8%WELLnot top 5

9.5%PLDnot top 5

9.1%EQIXnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

7.3%DLRnot top 5

6.2%AMTnot top 5

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.3%

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

JPRE vs VOO Returns, Every Period

J.P. MorganJPRE

+17.1%

past year

VOOVanguard

+13.5%

past year

JPREVOOFaded: behind in that period

2–1JPRE wins

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

Income vs Core: JPRE vs VOO

YTD

J.P. MorganJPRE

+16.8%

VOOVanguard

+13.4%

+16.8%Year to date+13.4%

−10.5%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y12.8%

2.2%Yield1.1%

$469MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: JPRE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JPRE0.71%$71

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

Yields: JPRE, VOO

2.24%highest, JPRE

FundTrailing yieldYield$10k

JPRE2.24%$224

VOO1.05%$105

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

Income After Fees on $10,000

$153most kept, JPRE

JPRE$224 − $71 = $153

VOO$105 − $3 = $102

KeptFee

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

Overlap: JPRE, VOO

Today

1.3%most shared, JPRE and VOO

JPREVOO

JPRE—1.3%

VOO1.3%—

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

Return vs Bumpiness: 2 ETFs

+17.1%JPRE, at 14.2% volatility

VOOWorst drop−8.9%12.8% vol

JPREWorst drop−10.5%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JPREVOO

+16.8%Year to date+13.4%

2.2%Yield1.1%

+17.1%Past year+13.5%

0.71%Fee0.03%

3–1JPRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026