SJLD vs JPST

ASJLD

BJPST

Measures won1–3JPST wins · of 6 · 5Y

$10,000 · 5Y$12,120JPST

Lowest cost0.18%JPST · $18 on $10k

Most income5.16%SJLD · $516 on $10k

Smallest drop−0.2%JPST · worst fall in 1Y

Held in common[…]SJLD and JPST

SJLD

JPST

SanJac Alpha Low Duration ETF · $2MJPMorgan Ultra-Short Income ETF · $42.5B

[…]3 years · per year[…] · $11,561+5.0%

[…]5 years · per year[…] · $12,121+3.9%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

5.16%12-mo yield$516 · $413 on $10k4.13%

−1.1%Worst dropSmaller wins−0.2%

1.4%VolatilityLower wins0.5%

1–3JPST wins

$10,000 · 5 yearsOne scale

Shared top holdingsSJLD · JPST

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

Held in common[…]

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	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.13%	0.0%	+2.9%	+3.6%	+5.0%	+3.9%	−0.2%	$42.5B
2	ASJLD	SanJac Alpha Low Duration ETFRead Desk		0.35%	5.16%	+0.1%	+2.3%	+2.4%	new	new	−1.1%	$2M

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	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.13%	0.0%	+2.9%	+3.6%	+5.0%	+3.9%	−0.2%	$42.5B
2	ASJLD	SanJac Alpha Low Duration ETFRead Desk		0.35%	5.16%	+0.1%	+2.3%	+2.4%	new	new	−1.1%	$2M

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

SJLD vs JPST

SJLD

SanJac Alpha Low Duration

[…]

JPST

JPMorgan Ultra-Short Income

$12,121

MeasureSJLDJPST

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield5.16%4.13%

5 years, per year[…]+3.9%

3 years, per year[…]+5.0%

Worst drop · 1Y−1.1%−0.2%

Volatility · 1Y1.4%0.5%

3–1measures won
JPST first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: SJLD, JPST

Today

[…]holdings […]

SJLDJPST

SJLD—[…]

JPST[…]—

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

Income After Fees on $10,000

$481most kept, SJLD

SJLD$516 − $35 = $481

JPST$413 − $18 = $395

KeptFee

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