Compare · 2 funds side by side · dividends reinvested

JCPI and SPY

JCPIJ.P. Morgan×SPYSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358SPY · best of the two

Story of the two · IncomeMost incomeJCPI · 4.26% · $426 a year on $10k

Story of the two · RiskSmallest drop

JCPI 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%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.4

JPMorgan Inflation Managed Bond ETFBonds & Cash · Other bonds0.39%4.26%−0.5%−0.6%+4.9%[…]−3.7%3.4%$916M1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: JCPI 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Inflation Managed Bond ETF · $916M[…]

JCPI

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested

JCPIMeasureSPY

−0.5%

More Ways to See the Pairs

JCPI vs SPY: Top 5 Holdings

Today

JCPI

[…]in top 5

SPY

in top 527.3%

JCPIStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: JCPI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JCPI0.39%$39

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

Yields: JCPI, SPY

1Y

4.26%highest, JCPI

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to date

Jan 1 → Nov 10

+10.8%

−0.6%1 yearTotal return+13.0%

+4.9%3 years · per year$10,000 became $11,542 · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

4.26%Trailing 12-mo yield$426 · $101 a year on $10k1.01%

−3.7%Worst dropSmaller is better−8.9%

3.4%VolatilityLower is calmer13.8%

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

3–4SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

JCPI vs SPY Returns, Every Period

1Y

J.P. MorganJCPI

−0.6%

past year

SPYSPDR

+13.0%

past year

JCPISPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Core: JCPI vs SPY

YTD

J.P. MorganJCPI

−0.5%

SPYSPDR

+10.8%

−0.5%Year to date+10.8%

−3.7%Worst drop · 1Y−8.9%

3.4%Volatility · 1Y13.8%

4.3%Yield1.0%

$916MAssets$778B

3–1JCPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

JCPI4.26%$426

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$387most kept, JCPI

JCPI$426 − $39 = $387

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JCPI, SPY

Today

[…]holdings […]

JCPISPY

JCPI—[…]

SPY[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.0%SPY, at 13.8% volatility

JCPIWorst drop−3.7%3.4% vol

SPYWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JCPISPY

−0.5%Year to date+10.8%

4.3%Yield1.0%

−0.6%Past year+13.0%

0.39%Fee0.09%

3–1SPY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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JCPI and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two