JMST vs IVV

AJMST

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · JMST $11,308

Lowest cost0.03%IVV · $3 on $10k

Most income2.54%JMST · $255 on $10k

Smallest drop−0.6%JMST · worst fall in 1Y

Held in common[…]JMST and IVV

JMST

IVV

JPMorgan Ultra-Short Municipal Income ETF · $8.4BiShares Core S&P 500 ETF · $887B

+3.4%3 years · per year$11,050 · $18,221+22.1%

+2.5%5 years · per year$11,308 · $17,151+11.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

2.54%12-mo yield$255 · $114 on $10k1.14%

−0.6%Worst dropSmaller wins−8.9%

0.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJMST · IVV

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

Held in common[…]

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	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	AJMST	JPMorgan Ultra-Short Municipal Income ETFRead Desk		0.18%	2.54%	+0.1%	+2.1%	+2.7%	+3.4%	+2.5%	−0.6%	$8.4B

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	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	AJMST	JPMorgan Ultra-Short Municipal Income ETFRead Desk		0.18%	2.54%	+0.1%	+2.1%	+2.7%	+3.4%	+2.5%	−0.6%	$8.4B

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

JMST vs IVV

JMST

JPMorgan Ultra-Short Municipal Income

$11,308

IVV

iShares Core S&P 500

$17,152

MeasureJMSTIVV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield2.54%1.14%

5 years, per year+2.5%+11.4%

3 years, per year+3.4%+22.1%

Worst drop · 1Y−0.6%−8.9%

Volatility · 1Y0.7%13.6%

3–3measures won
level

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: JMST, IVV

Today

[…]holdings […]

JMSTIVV

JMST—[…]

IVV[…]—

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

Income After Fees on $10,000

$237most kept, JMST

JMST$255 − $18 = $237

IVV$114 − $3 = $111

KeptFee

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