JPRE vs VOO

AJPRE

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income2.30%JPRE · $230 on $10k

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

Held in common1.3%JPRE and VOO

JPRE

VOO

JPMorgan Realty Income ETF · $485MVanguard S&P 500 ETF · $1.00T

+13.6%3 years · per year$14,654 · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.71%Expense ratio$71 · $3 on $10k · lower wins0.03%

2.30%12-mo yield$230 · $110 on $10k1.10%

−10.5%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.5%

1–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPRE · VOO

12.9%WELL0.3%

9.4%PLD0.2%

8.9%EQIX0.2%

6.4%AMT0.1%

Held in common1.3%

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AJPRE	JPMorgan Realty Income ETFRead Desk		0.71%	2.30%	−0.5%	+14.1%	+13.9%	+13.6%	new	−10.5%	$485M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AJPRE	JPMorgan Realty Income ETFRead Desk		0.71%	2.30%	−0.5%	+14.1%	+13.9%	+13.6%	new	−10.5%	$485M

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

JPRE vs VOO

JPRE

JPMorgan Realty Income

[…]

VOO

Vanguard S&P 500

$17,177

MeasureJPREVOO

Fee0.71%0.03%

Cost on $10k a year$71$3

Yield2.30%1.10%

5 years, per year[…]+11.4%

3 years, per year+13.6%+21.8%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y14.3%13.5%

4–1measures won
VOO first

1.3%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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: JPRE, VOO

Today

1.3%most shared, JPRE and VOO

JPREVOO

JPRE—1.3%

VOO1.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$159most kept, JPRE

JPRE$230 − $71 = $159

VOO$110 − $3 = $107

KeptFee

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