JADE vs VOO

AJADE

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income2.00%JADE · $200 on $10k

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

Held in common0.1%JADE and VOO

JADE

VOO

JPMorgan Active Developing Markets Equity ETF · $28MVanguard S&P 500 ETF · $1.00T

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

[…]5 years · per year[…] · $17,543+11.9%

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

2.00%12-mo yield$200 · $107 on $10k1.07%

−17.6%Worst dropSmaller wins−8.9%

25.4%VolatilityLower wins13.7%

1–3VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJADE · VOO

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 Three

5Y3 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	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 Three

5Y3 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	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 VOO

JADE

JPMorgan Active Developing Markets Equity

[…]

VOO

Vanguard S&P 500

$17,543

MeasureJADEVOO

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield2.00%1.07%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.4%13.7%

3–1measures won
VOO 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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

Overlap: JADE, VOO, SPYM

Today

92.7%most shared, VOO and SPYM

JADEVOOSPYM

JADE—0.1%0.1%

VOO0.1%—92.7%

SPYM0.1%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

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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