Compare · 2 funds side by side · dividends reinvested

JPSV and IJR

JPSVJ.P. Morgan×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 04

JPSV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.15%+23.6%+28.0%+16.8%[…]−9.1%13.8%$29M1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.5

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: JPSV 2023 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Small Cap Value ETF · $29M[…]

JPSV

IJR

iShares Core S&P Small-Cap ETF · $108B$13,920

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

JPSVMeasureIJR

+23.6%Year to dateJan 1 → Nov 4+19.9%

+28.0%1 yearTotal return+22.7%

+16.8%3 years · per year$10,000 became $15,939 · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

1.15%Trailing 12-mo yield$115 · $120 a year on $10k1.20%

−9.1%Worst dropSmaller is better−9.7%

13.8%VolatilityLower is calmer15.8%

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

4–3JPSV wins

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

More Ways to See the Pairs

JPSV vs IJR: Top 5 Holdings

Today

JPSV

8.6%in top 5

IJR

in top 52.7%

JPSVStockIJR

1.8%NSITnot top 5

1.8%CONnot top 5

1.7%ONBnot top 5

1.7%MAXnot top 5

1.6%SIGInot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common10.5%

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

JPSV vs IJR Returns, Every Period

J.P. MorganJPSV

+28.0%

past year

IJRiShares

+22.7%

past year

JPSVIJRFaded: behind in that period

2–1JPSV wins

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

JPSV vs IJR

YTD

J.P. MorganJPSV

+23.6%

IJRiShares

+19.9%

+23.6%Year to date+19.9%

−9.1%Worst drop · 1Y−9.7%

13.8%Volatility · 1Y15.8%

1.1%Yield1.2%

$29.0MAssets$108B

3–1JPSV wins

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

Cost, Income and Risk

Fees: JPSV, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

JPSV0.55%$55

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

Yields: JPSV, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

JPSV1.15%$115

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

JPSV$115 − $55 = $60

KeptFee

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

Overlap: JPSV, IJR

Today

10.5%most shared, JPSV and IJR

JPSVIJR

JPSV—10.5%

IJR10.5%—

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

Return vs Bumpiness: 2 ETFs

+28.0%JPSV, at 13.8% volatility

JPSVWorst drop−9.1%13.8% vol

IJRWorst drop−9.7%15.8% vol

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

Paid More vs Made More

YTD

IJRJPSV

+19.9%Year to date+23.6%

1.2%Yield1.1%

+22.7%Past year+28.0%

0.06%Fee0.55%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026