JADE vs IVV

AJADE

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

Lowest cost0.03%IVV · $3 on $10k

Most income2.11%JADE · $211 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 · $29MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

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

2.11%12-mo yield$211 · $114 on $10k1.14%

−17.6%Worst dropSmaller wins−8.9%

25.1%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJADE · IVV

0.3%MPWR0.1%

Held in common0.1%

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.11%	−5.8%	+8.1%	+10.9%	new	new	−17.6%	$29M

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.11%	−5.8%	+8.1%	+10.9%	new	new	−17.6%	$29M

End-of-day Nov 5, 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

$17,151

MeasureJADEIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield2.11%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.1%13.6%

3–1measures won
IVV first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: JADE, IVV, VTI

Today

86.5%most shared, IVV and VTI

JADEIVVVTI

JADE—0.1%0.1%

IVV0.1%—86.5%

VTI0.1%86.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, JADE

JADE$211 − $65 = $146

IVV$114 − $3 = $111

VTI$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee