JADE vs IVV

AJADE

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income2.00%JADE · $200 on $10k

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

Held in common0.1%JADE and IVV

JADE

IVV

JPMorgan Active Developing Markets Equity ETF · $28MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

2.00%12-mo yield$200 · $111 on $10k1.11%

−17.6%Worst dropSmaller wins−8.9%

25.4%VolatilityLower wins13.8%

1–3IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJADE · IVV

0.2%MPWR0.1%

Held in common0.1%

End-of-day Nov 9, 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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.00%	+3.6%	+14.5%	+17.3%	new	new	−17.6%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.00%	+3.6%	+14.5%	+17.3%	new	new	−17.6%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JADE vs IVV

JADE

JPMorgan Active Developing Markets Equity

[…]

IVV

iShares Core S&P 500

$17,545

MeasureJADEIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield2.00%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.4%13.8%

3–1measures won
IVV first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: JADE, IVV, VOO, SPYM

Today

99.9%most shared, IVV and SPYM

JADEIVVVOOSPYM

JADE—0.1%0.1%0.1%

IVV0.1%—92.7%99.9%

VOO0.1%92.7%—92.7%

SPYM0.1%99.9%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, JADE

JADE$200 − $65 = $135

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee