Compare · 2 funds side by side · dividends reinvested

SGVA and JPST

SGVAF/m×JPSTJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,120JPST · best of the two

02 / 03

SGVA and JPST, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Ultra-Short Income ETFBonds & Cash · Ultra-short0.18%4.13%+2.9%+3.6%+5.0%+3.9%−0.2%0.5%$42.5B1.0

F/m Accumulator Ultrashort Treasury FundBonds & Cash · Ultra-short0.22%0.00%[…][…][…][…][…][…]$255M2.0

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: SGVA 2026 · JPST 2017

Head to Head

Swap sides Versus in desk

Head to Head

F/m Accumulator Ultrashort Treasury Fund · $255M[…]

SGVA

JPST

JPMorgan Ultra-Short Income ETF · $42.5B$12,120

$10,000 five years ago, dividends reinvested

SGVAMeasureJPST

[…]Year to dateJan 1 → Nov 6+2.9%

[…]1 yearTotal return+3.6%

[…]3 years · per year$10,000 became […] · $11,561+5.0%

[…]5 years · per year$10,000 became […] · $12,121+3.9%

0.22%Expense ratio$22 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $413 a year on $10k4.13%

[…]Worst dropSmaller is better−0.2%

[…]VolatilityLower is calmer0.5%

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

0–2JPST wins

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

More Ways to See the Pairs

SGVA vs JPST: Top 5 Holdings

Today

SGVA

100.0%in top 5

JPST

in top 5[…]

SGVAStockJPST

99.6%TBLLnot top 5

0.4%SGOVnot top 5

Held in common[…]

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

SGVA vs JPST Returns, Every Period

F/mSGVA

[…]

past year

JPSTJ.P. Morgan

+3.6%

past year

Returns […]

SGVAJPSTFaded: behind in that period

0–0Level

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

SGVA vs JPST

YTD

F/mSGVA

[…]

JPSTJ.P. Morgan

+2.9%

[…]Year to date+2.9%

[…]Worst drop · 1Y−0.2%

[…]Volatility · 1Y0.5%

0.0%Yield4.1%

$255MAssets$42.5B

1–0JPST wins

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

Cost, Income and Risk

Fees: SGVA, JPST

Today

0.18%lowest, JPST

FundExpense ratioFee$10k

JPST0.18%$18

SGVA0.22%$22

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

Yields: SGVA, JPST

4.13%highest, JPST

FundTrailing yieldYield$10k

JPST4.13%$413

SGVA0.00%$0

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

Income After Fees on $10,000

$395most kept, JPST

JPST$413 − $18 = $395

SGVA$0 − $22 = −$22

KeptFee

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

Overlap: SGVA, JPST

Today

[…]holdings […]

SGVAJPST

SGVA—[…]

JPST[…]—

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

Return vs Bumpiness: 2 ETFs

+3.6%JPST, at 0.5% volatility

JPSTWorst drop−0.2%0.5% vol

SGVAWorst drop[…][…]

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

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026