Compare · 2 funds side by side · dividends reinvested

JMST and SPYM

JMSTJ.P. Morgan×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

JMST and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

JPMorgan Ultra-Short Municipal Income ETFBonds & Cash · Ultra-short0.18%2.55%+2.0%+2.6%+3.4%+2.5%−0.6%0.7%$8.4B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: JMST 2018 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Ultra-Short Municipal Income ETF · $8.4B$11,299

JMST

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested

JMSTMeasureSPYM

+2.0%Year to dateJan 1 → Nov 4+13.4%

+2.6%1 yearTotal return+13.5%

+3.4%3 years · per year$10,000 became $11,044 · $19,186+24.3%

+2.5%5 years · per year$10,000 became $11,299 · $18,126+12.6%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

2.55%Trailing 12-mo yield$255 · $101 a year on $10k1.01%

−0.6%Worst dropSmaller is better−8.9%

0.7%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMST vs SPYM: Top 5 Holdings

Today

JMST

[…]in top 5

SPYM

in top 527.3%

JMSTStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

JMST vs SPYM Returns, Every Period

J.P. MorganJMST

+2.5%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

JMSTSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: JMST vs SPYM

YTD

J.P. MorganJMST

+2.0%

SPYMSPDR

+13.4%

+2.0%Year to date+13.4%

−0.6%Worst drop · 1Y−8.9%

0.7%Volatility · 1Y12.8%

2.5%Yield1.0%

$8.4BAssets$182B

3–1JMST wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMST, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

JMST0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JMST, SPYM

2.55%highest, JMST

FundTrailing yieldYield$10k

JMST2.55%$255

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$237most kept, JMST

JMST$255 − $18 = $237

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JMST, SPYM

Today

[…]holdings […]

JMSTSPYM

JMST—[…]

SPYM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

JMSTWorst drop−0.6%0.7% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JMSTSPYM

+2.0%Year to date+13.4%

2.5%Yield1.0%

+2.6%Past year+13.5%

0.18%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026