Compare · 2 funds side by side · dividends reinvested

JPUS and VUG

JPUSJ.P. Morgan×VUGVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

JPUS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Equity ETFUS Stock Styles · Large cap0.18%2.03%+14.8%+17.7%+17.7%+9.1%−6.9%10.4%$472M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: JPUS 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Equity ETF · $472M$15,476

JPUS

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

JPUSMeasureVUG

+14.8%Year to dateJan 1 → Nov 6+1.4%

+17.7%1 yearTotal return+0.2%

+17.7%3 years · per year$10,000 became $16,287 · $18,415+22.6%

+9.1%5 years · per year$10,000 became $15,476 · $16,124+10.0%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

2.03%Trailing 12-mo yield$203 · $42 a year on $10k0.42%

−6.9%Worst dropSmaller is better−15.1%

10.4%VolatilityLower is calmer19.0%

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

5–3JPUS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JPUS vs VUG: Top 5 Holdings

Today

JPUS

2.3%in top 5

VUG

in top 545.2%

JPUSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.5%EXELnot top 5

0.5%HSTnot top 5

0.5%WSMnot top 5

0.5%PMnot top 5

0.5%GILDnot top 5

Held in common5.8%

End-of-day Nov 6, 2026 · share of each fund

JPUS vs VUG Returns, Every Period

J.P. MorganJPUS

+9.1%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

JPUSVUGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JPUS vs VUG

YTD

J.P. MorganJPUS

+14.8%

VUGVanguard

+1.4%

+14.8%Year to date+1.4%

−6.9%Worst drop · 1Y−15.1%

10.4%Volatility · 1Y19.0%

2.0%Yield0.4%

$472MAssets$233B

4–0JPUS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPUS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JPUS0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JPUS, VUG

2.03%highest, JPUS

FundTrailing yieldYield$10k

JPUS2.03%$203

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$185most kept, JPUS

JPUS$203 − $18 = $185

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JPUS, VUG

Today

5.8%most shared, JPUS and VUG

JPUSVUG

JPUS—5.8%

VUG5.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%JPUS, at 10.4% volatility

JPUSWorst drop−6.9%10.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JPUSVUG

+14.8%Year to date+1.4%

2.0%Yield0.4%

+17.7%Past year+0.2%

0.18%Fee0.03%

3–1JPUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026