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AJPSV

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · SPY $17,214

Lowest cost0.03%IVV · $3 on $10k

Most income1.16%JPSV · $116 on $10k

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

Held in common0.0%JPSV and IVV

JPMorgan Active Small Cap Value ETF · $29MiShares Core S&P 500 ETF · $879B

+14.9%3 years · per year$15,164 · $17,931+21.5%

[…]5 years · per year[…] · $17,265+11.5%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

1.16%12-mo yield$116 · $111 on $10k

Cards for this view

JPSV

JPMorgan Active Small Cap Value

[…]

IVV

iShares Core S&P 500

$17,265

MeasureJPSVIVV

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield1.16%1.11%

5 years, per year[…]+11.5%

3 years, per year+14.9%+21.5%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y14.1%

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1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$879.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$805.7B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+0.2%	+21.9%	+24.0%	+14.9%	new	−9.1%	$29M

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1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$879.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$805.7B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+0.2%	+21.9%	+24.0%	+14.9%	new	−9.1%	$29M