JADE vs VTI

AJADE

BVTI

Measures won1–3VTI wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income2.07%JADE · $207 on $10k

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

Held in common0.1%JADE and VTI

JADE

VTI

JPMorgan Active Developing Markets Equity ETF · $29MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

2.07%12-mo yield$207 · $109 on $10k1.09%

−17.6%Worst dropSmaller wins−8.9%

25.2%VolatilityLower wins13.7%

1–3VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJADE · VTI

0.2%MPWR0.1%

0.3%FN0.0%

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 Three

5Y3 funds

#
1	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
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AJADE	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 Three

5Y3 funds

#
1	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
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AJADE	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

JADE vs VTI

JADE

JPMorgan Active Developing Markets Equity

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureJADEVTI

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield2.07%1.09%

5 years, per year[…]+10.4%

3 years, per year[…]+21.7%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.2%13.7%

3–1measures won
VTI 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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI 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

Overlap: JADE, VTI, SPY

Today

85.5%most shared, VTI and SPY

JADEVTISPY

JADE—0.1%0.1%

VTI0.1%—85.5%

SPY0.1%85.5%—

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

VTI$109 − $3 = $106

SPY$103 − $9 = $94

KeptFee

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