JMMF vs SHV

AJMMF

BSHV

Measures won0–2SHV wins · of 6 · 5Y

$10,000 · 5Y$11,956SHV

Lowest cost0.15%SHV · $15 on $10k

Most income3.65%SHV · $365 on $10k

Smallest drop−0.0%SHV · worst fall in 1Y

Held in common[…]JMMF and SHV

JMMF

SHV

JPMorgan 100% U.S. Treasury Securities Money Market ETF · $116MiShares Trust iShares 0-1 Year Treasury Bond ETF · $21.3B

[…]3 years · per year[…] · $11,392+4.4%

[…]5 years · per year[…] · $11,956+3.6%

0.16%Expense ratio$16 · $15 on $10k · lower wins0.15%

3.09%12-mo yield$309 · $365 on $10k3.65%

[…]Worst dropSmaller wins−0.0%

[…]VolatilityLower wins0.2%

0–2SHV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJMMF · SHV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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	BSHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.6%	+4.4%	+3.6%	−0.0%	$21.3B
2	AJMMF	JPMorgan 100% U.S. Treasury Securities Money Market ETFRead Desk		0.16%	3.09%	0.0%	+3.0%	new	new	new	[…]	$116M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.6%	+4.4%	+3.6%	−0.0%	$21.3B
2	AJMMF	JPMorgan 100% U.S. Treasury Securities Money Market ETFRead Desk		0.16%	3.09%	0.0%	+3.0%	new	new	new	[…]	$116M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JMMF vs SHV

JMMF

JPMorgan 100% U.S. Treasury Securities Money Market

[…]

SHV

iShares Trust iShares 0-1 Year Treasury Bond

$11,956

MeasureJMMFSHV

Fee0.16%0.15%

Cost on $10k a year$16$15

Yield3.09%3.65%

5 years, per year[…]+3.6%

3 years, per year[…]+4.4%

Worst drop · 1Y[…]−0.0%

Volatility · 1Y[…]0.2%

2–0measures won
SHV first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JMMF, SHV

Today

[…]holdings […]

JMMFSHV

JMMF—[…]

SHV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$350most kept, SHV

SHV$365 − $15 = $350

JMMF$309 − $16 = $293

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee