Compare · 2 funds side by side · dividends reinvested

BBUS and SPY

BBUSJ.P. Morgan×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

BBUS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

JPMorgan BetaBuilders U.S. Equity ETFUS Stock Styles · Large cap0.02%1.04%+8.2%+9.1%+21.7%+11.0%−9.2%13.7%$9.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BBUS 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Equity ETF · $9.8B$16,816

BBUS

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 96.7% in common

BBUSMeasureSPY

+8.2%Year to dateJan 1 → Nov 6+8.7%

+9.1%1 yearTotal return+9.7%

+21.7%3 years · per year$10,000 became $18,042 · $18,039+21.7%

+11.0%5 years · per year$10,000 became $16,816 · $17,118+11.3%

0.02%Expense ratio$2 · $9 a year on $10k · lower is better0.09%

1.04%Trailing 12-mo yield$104 · $103 a year on $10k1.03%

−9.2%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

BBUSSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBUS vs SPY: Top 5 Holdings

Today

BBUS

27.5%in top 5

SPY

in top 527.8%

BBUSStockSPY

7.9%AAPL7.9%

6.7%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common96.7%

End-of-day Nov 6, 2026 · share of each fund

BBUS vs SPY Returns, Every Period

J.P. MorganBBUS

+11.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

BBUSSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BBUS vs SPY

YTD

J.P. MorganBBUS

+8.2%

SPYSPDR

+8.7%

+8.2%Year to date+8.7%

−9.2%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

1.0%Yield1.0%

$9.8BAssets$819B

3–0SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBUS, SPY

Today

0.02%lowest, BBUS

FundExpense ratioFee$10k

BBUS0.02%$2

SPY0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BBUS, SPY

1.04%highest, BBUS

FundTrailing yieldYield$10k

BBUS1.04%$104

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, BBUS

BBUS$104 − $2 = $102

SPY$103 − $9 = $94

KeptFee

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

Overlap: BBUS, SPY

Today

96.7%most shared, BBUS and SPY

BBUSSPY

BBUS—96.7%

SPY96.7%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

BBUSWorst drop−9.2%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BBUSSPY

+8.2%Year to date+8.7%

1.0%Yield1.0%

+9.1%Past year+9.7%

0.02%Fee0.09%

2–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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