Compare · 2 funds side by side · dividends reinvested

JAVA and SPY

JAVAJ.P. Morgan×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,280JAVA · best of the two

02 / 04

JAVA and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Value ETFUS Stock Styles · Value0.44%1.14%+16.3%+20.9%+20.2%+11.6%−8.3%11.8%$7.7B1.3

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%$819B1.8

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: JAVA 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Value ETF · $7.7B$17,280

JAVA

SPY

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

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

JAVAMeasureSPY

+16.3%Year to dateJan 1 → Nov 6+8.7%

+20.9%1 yearTotal return+9.7%

+20.2%3 years · per year$10,000 became $17,353 · $18,039+21.7%

+11.6%5 years · per year$10,000 became $17,280 · $17,118+11.3%

0.44%Expense ratio$44 · $9 a year on $10k · lower is better0.09%

1.14%Trailing 12-mo yield$114 · $103 a year on $10k1.03%

−8.3%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer13.6%

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

6–2JAVA wins

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

More Ways to See the Pairs

JAVA vs SPY: Top 5 Holdings

Today

JAVA

22.2%in top 5

SPY

in top 527.8%

JAVAStockSPY

3.9%AAPL7.9%

7.6%AMZN4.0%

not top 5NVDA6.9%

6.3%MSFT6.3%

not top 5GOOGL2.6%

2.2%WFCnot top 5

2.2%BRK-Bnot top 5

Held in common41.4%

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

JAVA vs SPY Returns, Every Period

J.P. MorganJAVA

+11.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

JAVASPYFaded: behind in that period

3–1JAVA wins

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

Stocks vs Core: JAVA vs SPY

YTD

J.P. MorganJAVA

+16.3%

SPYSPDR

+8.7%

+16.3%Year to date+8.7%

−8.3%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y13.6%

1.1%Yield1.0%

$7.7BAssets$819B

4–0JAVA wins

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

Cost, Income and Risk

Fees: JAVA, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JAVA0.44%$44

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

Yields: JAVA, SPY

1.14%highest, JAVA

FundTrailing yieldYield$10k

JAVA1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

JAVA$114 − $44 = $70

KeptFee

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

Overlap: JAVA, SPY

Today

41.4%most shared, JAVA and SPY

JAVASPY

JAVA—41.4%

SPY41.4%—

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

Return vs Bumpiness: 2 ETFs

+20.9%JAVA, at 11.8% volatility

JAVAWorst drop−8.3%11.8% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

JAVASPY

+16.3%Year to date+8.7%

1.1%Yield1.0%

+20.9%Past year+9.7%

0.44%Fee0.09%

3–1JAVA 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