JAVA vs VOO

AJAVA

BVOO

Measures won4–2JAVA wins · of 6 · 5Y

$10,000 · 5Y$17,311JAVA · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%JAVA · $114 on $10k

Smallest drop−8.3%JAVA · worst fall in 1Y

Held in common38.9%JAVA and VOO

JAVA

VOO

JPMorgan Active Value ETF · $7.5BVanguard S&P 500 ETF · $1.00T

+20.5%3 years · per year$17,504 · $18,224+22.1%

+11.6%5 years · per year$17,311 · $17,156+11.4%

0.44%Expense ratio$44 · $3 on $10k · lower wins0.03%

1.14%12-mo yield$114 · $110 on $10k1.10%

−8.3%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.5%

4–2JAVA wins

$10,000 · 5 yearsOne scale

Shared top holdingsJAVA · VOO

6.4%MSFT5.8%

3.9%AAPL7.4%

7.6%AMZN3.7%

1.6%META2.4%

Held in common38.9%

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

Both

5Y2 funds

#			Trend
1	AJAVA	JPMorgan Active Value ETFRead Desk		0.44%	1.14%	−2.7%	+16.7%	+21.9%	+20.5%	+11.6%	−8.3%	$7.5B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T

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

Both

5Y2 funds

#			Trend
1	AJAVA	JPMorgan Active Value ETFRead Desk		0.44%	1.14%	−2.7%	+16.7%	+21.9%	+20.5%	+11.6%	−8.3%	$7.5B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T

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

JAVA vs VOO

JAVA

JPMorgan Active Value

$17,311

VOO

Vanguard S&P 500

$17,156

MeasureJAVAVOO

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.14%1.10%

5 years, per year+11.6%+11.4%

3 years, per year+20.5%+22.1%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y11.8%13.5%

3–2measures won
JAVA first

38.9%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: JAVA, VOO

Today

38.9%most shared, JAVA and VOO

JAVAVOO

JAVA—38.9%

VOO38.9%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

JAVA$114 − $44 = $70

KeptFee

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