Compare · 3 funds side by side · dividends reinvested

LMBS, JPST and VOO

LMBSFirst 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

LMBS, 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%$42.5B1.9

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.16%+1.6%+2.4%+6.0%+3.2%−2.0%2.1%$6.6B2.4

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: LMBS 2014 · JPST 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,703

LMBS

JPST

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

$10,000 five years ago, dividends reinvested

LMBSMeasureJPST

+1.6%Year to dateJan 1 → Nov 4+2.8%

+2.4%1 yearTotal return+3.6%

+6.0%3 years · per year$10,000 became $11,905 · $11,557+4.9%

+3.2%5 years · per year$10,000 became $11,703 · $12,102+3.9%

0.66%Expense ratio$66 · $18 a year on $10k · lower is better0.18%

4.16%Trailing 12-mo yield$416 · $414 a year on $10k4.14%

−2.0%Worst dropSmaller is better−0.2%

2.1%VolatilityLower is calmer0.5%

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

2–6JPST wins

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

More Ways to See the Pairs

LMBS vs JPST: Top 5 Holdings

Today

LMBS

0.1%in top 5

JPST

in top 5[…]

LMBSStockJPST

0.0%MGOVnot top 5

0.0%LGOVnot top 5

0.0%SCIOnot top 5

0.0%CAAAnot top 5

Held in common[…]

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

LMBS vs JPST Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

JPSTJ.P. Morgan

+3.9%

5 years, per year

LMBSJPSTFaded: behind in that period

1–3JPST wins

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

LMBS vs JPST

YTD

First TrustLMBS

+1.6%

JPSTJ.P. Morgan

+2.8%

+1.6%Year to date+2.8%

−2.0%Worst drop · 1Y−0.2%

2.1%Volatility · 1Y0.5%

4.2%Yield4.1%

$6.6BAssets$42.5B

3–1JPST wins

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

Cost, Income and Risk

Fees: LMBS, JPST, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JPST0.18%$18

LMBS0.66%$66

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

Yields: LMBS, JPST, VOO

4.16%highest, LMBS

FundTrailing yieldYield$10k

LMBS4.16%$416

JPST4.14%$414

VOO1.05%$105

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

Income After Fees on $10,000

$396most kept, JPST

JPST$414 − $18 = $396

LMBS$416 − $66 = $350

VOO$105 − $3 = $102

KeptFee

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

Overlap: LMBS, JPST, VOO

Today

0.0%most shared, LMBS and VOO

LMBSJPSTVOO

LMBS—[…]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

LMBSWorst drop−2.0%2.1% 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

LMBSVOO

+1.6%Year to date+13.4%

4.2%Yield1.1%

+2.4%Past year+13.5%

0.66%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