Compare · 3 funds side by side · dividends reinvested

LDSF, JPST and VOO

LDSFFirst Trust×JPSTJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

LDSF, JPST and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

JPMorgan Ultra-Short Income ETFBonds & Cash · Ultra-short0.18%4.14%+2.8%+3.6%+4.9%+3.9%−0.2%0.5%$42.5B2.0

First Trust Low Duration Strategic Focus ETFBonds & Cash · Ultra-short0.10%4.77%+1.1%+2.0%+5.6%+2.5%−2.0%2.3%$160M2.3

Rank among the three1st → 3rdFee, 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: LDSF 2019 · JPST 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Strategic Focus ETF · $160M$11,340

LDSF

JPST

JPMorgan Ultra-Short Income ETF · $42.5B$12,102

$10,000 five years ago, dividends reinvested

LDSFMeasureJPST

+1.1%Year to dateJan 1 → Nov 4+2.8%

+2.0%1 yearTotal return+3.6%

+5.6%3 years · per year$10,000 became $11,762 · $11,557+4.9%

+2.5%5 years · per year$10,000 became $11,340 · $12,102+3.9%

0.10%Expense ratio$10 · $18 a year on $10k · lower is better0.18%

4.77%Trailing 12-mo yield$477 · $414 a year on $10k4.14%

−2.0%Worst dropSmaller is better−0.2%

2.3%VolatilityLower is calmer0.5%

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

3–5JPST wins

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

More Ways to See the Pairs

LDSF vs JPST: Top 5 Holdings

Today

LDSF

89.4%in top 5

JPST

in top 5[…]

LDSFStockJPST

33.0%LMBSnot top 5

29.1%FSIGnot top 5

12.0%HYLSnot top 5

9.4%FTSLnot top 5

5.9%FTSMnot top 5

Held in common[…]

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

LDSF vs JPST Returns, Every Period

First TrustLDSF

+2.5%

5 years, per year

JPSTJ.P. Morgan

+3.9%

5 years, per year

LDSFJPSTFaded: behind in that period

1–3JPST wins

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

LDSF vs JPST

YTD

First TrustLDSF

+1.1%

JPSTJ.P. Morgan

+2.8%

+1.1%Year to date+2.8%

−2.0%Worst drop · 1Y−0.2%

2.3%Volatility · 1Y0.5%

4.8%Yield4.1%

$160MAssets$42.5B

3–1JPST wins

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

Cost, Income and Risk

Fees: LDSF, JPST, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

LDSF0.10%$10

JPST0.18%$18

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

Yields: LDSF, JPST, VOO

4.77%highest, LDSF

FundTrailing yieldYield$10k

LDSF4.77%$477

JPST4.14%$414

VOO1.05%$105

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

Income After Fees on $10,000

$467most kept, LDSF

LDSF$477 − $10 = $467

JPST$414 − $18 = $396

VOO$105 − $3 = $102

KeptFee

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

Overlap: LDSF, JPST, VOO

Today

0.0%most shared, LDSF and VOO

LDSFJPSTVOO

LDSF—[…]0.0%

JPST[…]—[…]

VOO0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

JPSTWorst drop−0.2%0.5% vol

LDSFWorst drop−2.0%2.3% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

LDSFVOO

+1.1%Year to date+13.4%

4.8%Yield1.1%

+2.0%Past year+13.5%

0.10%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026