IVV vs JADE

AIVV

BJADE

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.07%JADE · $207 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.1%IVV and JADE

IVV

JADE

iShares Core S&P 500 ETF · $853BJPMorgan Active Developing Markets Equity ETF · $29M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.14%12-mo yield$114 · $207 on $10k2.07%

−8.9%Worst dropSmaller wins−17.6%

13.6%VolatilityLower wins25.2%

3–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · JADE

0.1%MPWR0.2%

Held in common0.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	BJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.07%	+2.3%	+10.5%	+12.1%	new	new	−17.6%	$29M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	BJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.07%	+2.3%	+10.5%	+12.1%	new	new	−17.6%	$29M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs JADE

IVV

iShares Core S&P 500

$17,177

JADE

JPMorgan Active Developing Markets Equity

[…]

MeasureIVVJADE

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.14%2.07%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−17.6%

Volatility · 1Y13.6%25.2%

3–1measures won
IVV first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: IVV, JADE, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVJADEVOOSPY

IVV—0.1%92.2%99.9%

JADE0.1%—0.1%0.1%

VOO92.2%0.1%—92.2%

SPY99.9%0.1%92.2%—

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

Income After Fees on $10,000

$142most kept, JADE

JADE$207 − $65 = $142

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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