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J.P. Morgan made investors more money ($28.1B) and 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 sectors 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 · SECTORS | Simplify | J.P. Morgan |
|---|---|---|
| Funds in the category | 1 | 3 |
| Made money (W–L) | 1–0 | 3–0 |
| Win % | 100% | 100% |
| Money made | $60M | $257M |
| Typical return | +22.5% | +11.7% |
| Launches · 2026 | 0 | 0 |
| Assets | $329M | $5.9B |
| Fee per $100 | $0.51 | $0.54 |
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.