JPUS vs VOO

AJPUS

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · JPUS $15,521

Lowest cost0.03%VOO · $3 on $10k

Most income2.02%JPUS · $202 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common23.7%JPUS and VOO

JPUS

VOO

JPMorgan Diversified Return U.S. Equity ETF · $465MVanguard S&P 500 ETF · $1.00T

+18.1%3 years · per year$16,465 · $18,224+22.1%

+9.2%5 years · per year$15,521 · $17,156+11.4%

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

2.02%12-mo yield$202 · $110 on $10k1.10%

−6.9%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · VOO

0.5%PM0.5%

0.4%AAPL7.4%

0.4%KO0.5%

0.4%ABBV0.7%

Held in common23.7%

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	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
2	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$465M

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	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
2	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$465M

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

JPUS vs VOO

JPUS

JPMorgan Diversified Return U.S. Equity

$15,521

VOO

Vanguard S&P 500

$17,156

MeasureJPUSVOO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield2.02%1.10%

5 years, per year+9.2%+11.4%

3 years, per year+18.1%+22.1%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y10.4%13.5%

3–3measures won
level

23.7%

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: JPUS, VOO

Today

23.7%most shared, JPUS and VOO

JPUSVOO

JPUS—23.7%

VOO23.7%—

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

Income After Fees on $10,000

$184most kept, JPUS

JPUS$202 − $18 = $184

VOO$110 − $3 = $107

KeptFee

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