Compare · 2 funds side by side · dividends reinvested

JPSV and VB

JPSVJ.P. Morgan×VBVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,105VB · best of the two

02 / 04

JPSV and VB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.4

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.15%+23.6%+28.0%+16.8%[…]−9.1%13.8%$29M1.6

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: JPSV 2023 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JPSV

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

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

JPSVMeasureVB

+23.6%Year to dateJan 1 → Nov 4+15.8%

+28.0%1 yearTotal return+17.9%

+16.8%3 years · per year$10,000 became $15,939 · $17,489+20.5%

[…]5 years · per year$10,000 became […] · $14,105+7.1%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

1.15%Trailing 12-mo yield$115 · $123 a year on $10k1.23%

−9.1%Worst dropSmaller is better−9.0%

13.8%VolatilityLower is calmer15.7%

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

3–4VB 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 VB: Top 5 Holdings

Today

JPSV

8.6%in top 5

in top 52.9%

JPSVStockVB

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 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common4.9%

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

JPSV vs VB Returns, Every Period

J.P. MorganJPSV

+28.0%

past year

VBVanguard

+17.9%

past year

JPSVVBFaded: behind in that period

2–1JPSV wins

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

JPSV vs VB

YTD

J.P. MorganJPSV

+23.6%

VBVanguard

+15.8%

+23.6%Year to date+15.8%

−9.1%Worst drop · 1Y−9.0%

13.8%Volatility · 1Y15.7%

1.1%Yield1.2%

$29.2MAssets$76.9B

2–2level

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

Cost, Income and Risk

Fees: JPSV, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

JPSV0.55%$55

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

Yields: JPSV, VB

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

JPSV1.15%$115

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

JPSV$115 − $55 = $60

KeptFee

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

Overlap: JPSV, VB

Today

4.9%most shared, JPSV and VB

JPSVVB

JPSV—4.9%

VB4.9%—

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

VBWorst drop−9.0%15.7% vol

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

Paid More vs Made More

YTD

VBJPSV

+15.8%Year to date+23.6%

1.2%Yield1.1%

+17.9%Past year+28.0%

0.03%Fee0.55%

2–2level

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