Compare · 2 funds side by side · dividends reinvested

JADE and SPY

JADEJ.P. Morgan×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

JADE 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%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.4

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%2.01%+13.8%+15.7%[…][…]−13.5%24.5%$28M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: JADE 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Developing Markets Equity ETF · $28M[…]

JADE

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

JADEMeasureSPY

+13.8%Year to dateJan 1 → Nov 3+11.5%

+15.7%1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

2.01%Trailing 12-mo yield$201 · $101 a year on $10k1.01%

−13.5%Worst dropSmaller is better−8.9%

24.5%VolatilityLower is calmer12.8%

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

3–3Level

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

More Ways to See the Pairs

JADE vs SPY: Top 5 Holdings

Today

JADE

21.2%in top 5

SPY

in top 527.3%

JADEStockSPY

13.8%2330.TWnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

2.9%0700.HKnot top 5

not top 5GOOGL2.5%

1.6%BAPnot top 5

1.6%2899.HKnot top 5

1.4%HDBnot top 5

Held in common0.1%

End-of-day Nov 3, 2026 · share of each fund

JADE vs SPY Returns, Every Period

J.P. MorganJADE

+15.7%

past year

SPYSPDR

+11.8%

past year

JADESPYFaded: behind in that period

2–0JADE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: JADE vs SPY

YTD

J.P. MorganJADE

+13.8%

SPYSPDR

+11.5%

+13.8%Year to date+11.5%

−13.5%Worst drop · 1Y−8.9%

24.5%Volatility · 1Y12.8%

2.0%Yield1.0%

$28.4MAssets$798B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JADE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JADE0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JADE, SPY

2.01%highest, JADE

FundTrailing yieldYield$10k

JADE2.01%$201

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, JADE

JADE$201 − $65 = $136

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JADE, SPY

Today

0.1%most shared, JADE and SPY

JADESPY

JADE—0.1%

SPY0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%JADE, at 24.5% volatility

SPYWorst drop−8.9%12.8% vol

JADEWorst drop−13.5%24.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JADESPY

+13.8%Year to date+11.5%

2.0%Yield1.0%

+15.7%Past year+11.8%

0.65%Fee0.09%

3–1JADE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026