Compare · 2 funds side by side · dividends reinvested

JOYT and SPY

JOYTJ.P. Morgan×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

JOYT 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

JPMorgan Equity and Options Total Return ETFUnsorted0.35%0.78%+7.1%+10.4%[…][…]−7.0%10.3%$119M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: JOYT 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity and Options Total Return ETF · $119M[…]

JOYT

SPY

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

$10,000 five years ago, dividends reinvested · they hold 57.1% in common

JOYTMeasureSPY

+7.1%Year to dateJan 1 → Nov 6+8.7%

+10.4%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

0.78%Trailing 12-mo yield$78 · $103 a year on $10k1.03%

−7.0%Worst dropSmaller is better−8.9%

10.3%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

JOYT vs SPY: Top 5 Holdings

Today

JOYT

30.8%in top 5

SPY

in top 527.8%

JOYTStockSPY

7.8%AAPL7.9%

7.4%NVDA6.9%

6.9%MSFT6.3%

4.4%AMZN4.0%

4.3%GOOGL2.6%

Held in common57.1%

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

JOYT vs SPY Returns, Every Period

J.P. MorganJOYT

+10.4%

past year

SPYSPDR

+9.7%

past year

JOYTSPYFaded: behind in that period

1–1Level

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

Unsorted vs Core: JOYT vs SPY

YTD

J.P. MorganJOYT

+7.1%

SPYSPDR

+8.7%

+7.1%Year to date+8.7%

−7.0%Worst drop · 1Y−8.9%

10.3%Volatility · 1Y13.6%

0.8%Yield1.0%

$119MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: JOYT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JOYT0.35%$35

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

Yields: JOYT, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

JOYT0.78%$78

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

JOYT$78 − $35 = $43

KeptFee

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

Overlap: JOYT, SPY

Today

57.1%most shared, JOYT and SPY

JOYTSPY

JOYT—57.1%

SPY57.1%—

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

Return vs Bumpiness: 2 ETFs

+10.4%JOYT, at 10.3% volatility

JOYTWorst drop−7.0%10.3% 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

SPYJOYT

+8.7%Year to date+7.1%

1.0%Yield0.8%

+9.7%Past year+10.4%

0.09%Fee0.35%

3–1SPY 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