Compare · 4 funds side by side · dividends reinvested

JSML, SPY, VO and IVV

JSMLJanus Henderson×SPYSPDR×VOVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

JSML, SPY, VO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.3

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.7%+21.9%+23.0%+6.2%−14.8%22.4%$366M2.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: JSML 2016 · SPY 1993 · VO 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

JSML

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,517

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasureJSML

+13.6%Year to dateJan 1 → Nov 9+20.7%

+15.6%1 yearTotal return+21.9%

+18.8%3 years · per year$10,000 became $16,763 · $18,608+23.0%

+6.8%5 years · per year$10,000 became $13,867 · $13,517+6.2%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.35%Trailing 12-mo yield$135 · $30 a year on $10k0.30%

−8.2%Worst dropSmaller is better−14.8%

13.1%VolatilityLower is calmer22.4%

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

5–3VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs JSML: Top 5 Holdings

Today

5.3%in top 5

JSML

in top 510.2%

VOStockJSML

not top 5RHP2.2%

not top 5CON2.1%

not top 5OPCH2.0%

not top 5CVLT2.0%

not top 5ZWS1.8%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VO vs JSML Returns, Every Period

VanguardVO

+6.8%

5 years, per year

JSMLJanus Henderson

+6.2%

5 years, per year

VOJSMLFaded: behind in that period

1–3JSML wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: VO vs IVV

YTD

VanguardVO

+13.6%

IVViShares

+11.3%

+13.6%Year to date+11.3%

−8.2%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.8%

1.4%Yield1.1%

$103BAssets$875B

4–0VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JSML, SPY, VO, IVV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IVV0.03%$3

SPY0.09%$9

JSML0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JSML, SPY, VO, IVV

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IVV1.11%$111

SPY1.01%$101

JSML0.30%$30

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IVV$111 − $3 = $108

SPY$101 − $9 = $92

JSML$30 − $30 = $0

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JSML, SPY, VO, IVV

Today

99.9%most shared, SPY and IVV

JSMLSPYVOIVV

JSML—0.0%0.0%0.0%

SPY0.0%—16.1%99.9%

VO0.0%16.1%—16.1%

IVV0.0%99.9%16.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.9%JSML, at 22.4% volatility

VOWorst drop−8.2%13.1% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

JSMLWorst drop−14.8%22.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOJSML

+13.6%Year to date+20.7%

1.4%Yield0.3%

+15.6%Past year+21.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026