SPY vs JADE

ASPY

BJADE

Measures won3–1SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income2.07%JADE · $207 on $10k

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

Held in common0.1%SPY and JADE

SPY

JADE

State Street SPDR S&P 500 ETF · $819BJPMorgan Active Developing Markets Equity ETF · $29M

+21.7%3 years · per year$18,039 · […][…]

+11.3%5 years · per year$17,118 · […][…]

0.09%Expense ratio$9 · $65 on $10k · lower wins0.65%

1.03%12-mo yield$103 · $207 on $10k2.07%

−8.9%Worst dropSmaller wins−17.6%

13.6%VolatilityLower wins25.2%

3–1SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · JADE

0.1%MPWR0.2%

Held in common0.1%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.07%	+2.3%	+10.5%	+12.1%	new	new	−17.6%	$29M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.07%	+2.3%	+10.5%	+12.1%	new	new	−17.6%	$29M

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

SPY vs JADE

SPY

SPDR S&P 500

$17,118

JADE

JPMorgan Active Developing Markets Equity

[…]

MeasureSPYJADE

Fee0.09%0.65%

Cost on $10k a year$9$65

Yield1.03%2.07%

5 years, per year+11.3%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−8.9%−17.6%

Volatility · 1Y13.6%25.2%

3–1measures won
SPY first

0.1%

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: SPY, JADE, IVV

Today

99.9%most shared, SPY and IVV

SPYJADEIVV

SPY—0.1%99.9%

JADE0.1%—0.1%

IVV99.9%0.1%—

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

Income After Fees on $10,000

$142most kept, JADE

JADE$207 − $65 = $142

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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