Compare · 3 funds side by side · dividends reinvested

PFLD, JPST and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

PFLD, JPST and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

JPMorgan Ultra-Short Income ETFBonds & Cash · Ultra-short0.18%4.14%+2.8%+3.5%+4.9%+3.9%−0.2%0.5%$42.4B1.9

AAM Low Duration Preferred and Income Securities ETFBonds & Cash · Ultra-short0.45%5.59%+2.0%+2.4%+5.4%+0.7%−2.3%3.2%$368M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PFLD 2019 · JPST 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

AAM Low Duration Preferred and Income Securities ETF · $368M$10,330

PFLD

JPST

JPMorgan Ultra-Short Income ETF · $42.4B$12,103

$10,000 five years ago, dividends reinvested

PFLDMeasureJPST

+2.0%Year to dateJan 1 → Nov 3+2.8%

+2.4%1 yearTotal return+3.5%

+5.4%3 years · per year$10,000 became $11,698 · $11,552+4.9%

+0.7%5 years · per year$10,000 became $10,330 · $12,103+3.9%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

5.59%Trailing 12-mo yield$559 · $414 a year on $10k4.14%

−2.3%Worst dropSmaller is better−0.2%

3.2%VolatilityLower is calmer0.5%

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

2–6JPST wins

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

More Ways to See the Pairs

PFLD vs JPST: Top 5 Holdings

Today

PFLD

11.6%in top 5

JPST

in top 5[…]

PFLDStockJPST

2.5%MS-PInot top 5

2.3%GS-PDnot top 5

2.3%MS-PEnot top 5

2.3%MS-PKnot top 5

2.2%MS-PFnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

PFLD vs JPST Returns, Every Period

AAMPFLD

+0.7%

5 years, per year

JPSTJ.P. Morgan

+3.9%

5 years, per year

PFLDJPSTFaded: behind in that period

1–3JPST wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PFLD vs JPST

YTD

AAMPFLD

+2.0%

JPSTJ.P. Morgan

+2.8%

+2.0%Year to date+2.8%

−2.3%Worst drop · 1Y−0.2%

3.2%Volatility · 1Y0.5%

5.6%Yield4.1%

$368MAssets$42.4B

3–1JPST wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFLD, JPST, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JPST0.18%$18

PFLD0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PFLD, JPST, VOO

5.59%highest, PFLD

FundTrailing yieldYield$10k

PFLD5.59%$559

JPST4.14%$414

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$514most kept, PFLD

PFLD$559 − $45 = $514

JPST$414 − $18 = $396

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PFLD, JPST, VOO

Today

0.0%most shared, PFLD and VOO

PFLDJPSTVOO

PFLD—[…]0.0%

JPST[…]—[…]

VOO0.0%[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

JPSTWorst drop−0.2%0.5% vol

PFLDWorst drop−2.3%3.2% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PFLDVOO

+2.0%Year to date+11.5%

5.6%Yield1.1%

+2.4%Past year+11.9%

0.45%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026