Compare · 4 funds side by side · dividends reinvested

JMUB, SPYM, SPY and QQQ

JMUBJ.P. Morgan×SPYMSPDR×SPYSPDR×QQQInvesco×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,625QQQ · best of the four

02 / 04

JMUB, SPYM, SPY and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.9

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%$798B2.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+11.9%+9.4%+26.4%+13.2%−11.7%20.3%$461B2.6

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.82%−0.0%+0.3%+4.5%+1.1%−5.9%3.4%$9.0B2.8

Rank among the four1st → 4thFee, 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: JMUB 2018 · SPYM 2005 · SPY 1993 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Municipal ETF · $9.0B$10,543

JMUB

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested

JMUBMeasureSPYM

−0.0%Year to dateJan 1 → Nov 3+11.5%

+0.3%1 yearTotal return+11.9%

+4.5%3 years · per year$10,000 became $11,421 · $19,092+24.1%

+1.1%5 years · per year$10,000 became $10,543 · $17,749+12.2%

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

3.82%Trailing 12-mo yield$382 · $103 a year on $10k1.03%

−5.9%Worst dropSmaller is better−8.9%

3.4%VolatilityLower is calmer12.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

JMUB vs SPYM: Top 5 Holdings

Today

JMUB

[…]in top 5

SPYM

in top 527.4%

JMUBStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common[…]

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

JMUB vs SPYM Returns, Every Period

J.P. MorganJMUB

+1.1%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

JMUBSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: JMUB vs SPYM

YTD

J.P. MorganJMUB

−0.0%

SPYMSPDR

+11.5%

−0.0%Year to date+11.5%

−5.9%Worst drop · 1Y−8.9%

3.4%Volatility · 1Y12.7%

3.8%Yield1.0%

$9.0BAssets$185B

3–1JMUB wins

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

Cost, Income and Risk

Fees: JMUB, SPYM, SPY, QQQ

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

JMUB0.18%$18

QQQ0.18%$18

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

Yields: JMUB, SPYM, SPY, QQQ

3.82%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.82%$382

SPYM1.03%$103

SPY1.01%$101

QQQ0.45%$45

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

Income After Fees on $10,000

$364most kept, JMUB

JMUB$382 − $18 = $364

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

QQQ$45 − $18 = $27

KeptFee

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

Overlap: JMUB, SPYM, SPY, QQQ

Today

99.9%most shared, SPYM and SPY

JMUBSPYMSPYQQQ

JMUB—[…][…][…]

SPYM[…]—99.9%53.6%

SPY[…]99.9%—53.6%

QQQ[…]53.6%53.6%—

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

Return vs Bumpiness: 4 ETFs

+11.9%SPYM, at 12.7% volatility

JMUBWorst drop−5.9%3.4% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

QQQWorst drop−11.7%20.3% vol

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

Paid More vs Made More

YTD

JMUBQQQ

−0.0%Year to date+11.9%

3.8%Yield0.5%

+0.3%Past year+9.4%

0.18%Fee0.18%

2–1QQQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

0.15% · $15Fee · on $10k a year0.18% · $18

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 3, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+15.5%

QQQInvesco

+11.9%

+15.5%Year to date+11.9%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.5BAssets$461B

1–1level

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