Compare · 2 funds side by side · dividends reinvested

JPSE and VB

JPSEJ.P. Morgan×VBVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,260JPSE · best of the two

02 / 04

JPSE and VB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.29%1.41%+17.6%+19.6%+18.3%+7.4%−8.0%14.3%$577M1.3

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: JPSE 2016 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $577M$14,260

JPSE

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

JPSEMeasureVB

+17.6%Year to dateJan 1 → Nov 4+15.8%

+19.6%1 yearTotal return+17.9%

+18.3%3 years · per year$10,000 became $16,552 · $17,489+20.5%

+7.4%5 years · per year$10,000 became $14,260 · $14,105+7.1%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

1.41%Trailing 12-mo yield$141 · $123 a year on $10k1.23%

−8.0%Worst dropSmaller is better−9.0%

14.3%VolatilityLower is calmer15.7%

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

6–2JPSE wins

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

More Ways to See the Pairs

JPSE vs VB: Top 5 Holdings

Today

JPSE

1.9%in top 5

in top 52.9%

JPSEStockVB

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

0.4%PEBnot top 5

0.4%DRHnot top 5

0.4%SIGnot top 5

0.4%INDVnot top 5

0.4%APLEnot top 5

Held in common12.9%

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

JPSE vs VB Returns, Every Period

J.P. MorganJPSE

+7.4%

5 years, per year

VBVanguard

+7.1%

5 years, per year

JPSEVBFaded: behind in that period

3–1JPSE wins

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

JPSE vs VB

YTD

J.P. MorganJPSE

+17.6%

VBVanguard

+15.8%

+17.6%Year to date+15.8%

−8.0%Worst drop · 1Y−9.0%

14.3%Volatility · 1Y15.7%

1.4%Yield1.2%

$577MAssets$76.9B

4–0JPSE wins

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

Cost, Income and Risk

Fees: JPSE, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

JPSE0.29%$29

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

Yields: JPSE, VB

1.41%highest, JPSE

FundTrailing yieldYield$10k

JPSE1.41%$141

VB1.23%$123

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

JPSE$141 − $29 = $112

KeptFee

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

Overlap: JPSE, VB

Today

12.9%most shared, JPSE and VB

JPSEVB

JPSE—12.9%

VB12.9%—

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

Return vs Bumpiness: 2 ETFs

+19.6%JPSE, at 14.3% volatility

JPSEWorst drop−8.0%14.3% vol

VBWorst drop−9.0%15.7% vol

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

Paid More vs Made More

YTD

JPSEVB

+17.6%Year to date+15.8%

1.4%Yield1.2%

+19.6%Past year+17.9%

0.29%Fee0.03%

3–1JPSE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026