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Invesco made investors more money ($119B). J.P. Morgan had more funds that made money (81%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one low-cost core fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · LOW-COST CORE | Invesco | J.P. Morgan |
|---|---|---|
| Funds in the category | 10 | 1 |
| Made money (W–L) | 9–0 | 1–0 |
| Win % | 100% | 100% |
| Money made | $92.0B | $81M |
| Typical return | +14.5% | +12.0% |
| Launches · 2026 | 0 | 0 |
| Assets | $747B | $759M |
| Fee per $100 | $0.18 | $0.18 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| QQQ | Invesco QQQ Trust, Series 1 | $481B | +13.6% ✓ |
| QQQM | Invesco NASDAQ 100 ETF | $110B | +13.6% ✓ |
| RSP | Invesco S&P 500 Equal Weight ETF | $101B | +17.4% ✓ |
| SPMO | Invesco S&P 500 Momentum ETF | $22.3B | +16.3% ✓ |
| SPHQ | Invesco S&P 500 Quality ETF | $19.0B | +15.0% ✓ |
| XLG | Invesco S&P 500 Top 50 ETF | $11.8B | +5.3% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| JUSA | JPMorgan U.S. Research Enhanced Large Cap ETF | $759M | +12.0% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.