Compare · 2 funds side by side · dividends reinvested

JPEF and SPY

JPEFJ.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

JPEF 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%$819B1.3

JPMorgan Equity Focus ETFUnsorted0.55%0.67%+4.9%+5.2%+19.2%[…]−8.3%13.4%$2.1B1.7

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: JPEF 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Focus ETF · $2.1B[…]

JPEF

SPY

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

$10,000 five years ago, dividends reinvested · they hold 39.9% in common

JPEFMeasureSPY

+4.9%Year to dateJan 1 → Nov 6+8.7%

+5.2%1 yearTotal return+9.7%

+19.2%3 years · per year$10,000 became $16,952 · $18,039+21.7%

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

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

0.67%Trailing 12-mo yield$67 · $103 a year on $10k1.03%

−8.3%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

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

2–5SPY wins

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

More Ways to See the Pairs

JPEF vs SPY: Top 5 Holdings

Today

JPEF

29.4%in top 5

SPY

in top 527.8%

JPEFStockSPY

6.1%AAPL7.9%

7.7%NVDA6.9%

5.5%MSFT6.3%

5.3%GOOGnot top 5

4.9%AMZN4.0%

not top 5GOOGL2.6%

Held in common39.9%

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

JPEF vs SPY Returns, Every Period

J.P. MorganJPEF

+5.2%

past year

SPYSPDR

+9.7%

past year

JPEFSPYFaded: behind in that period

0–3SPY wins

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

Unsorted vs Core: JPEF vs SPY

YTD

J.P. MorganJPEF

+4.9%

SPYSPDR

+8.7%

+4.9%Year to date+8.7%

−8.3%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.6%

0.7%Yield1.0%

$2.1BAssets$819B

2–2level

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

Cost, Income and Risk

Fees: JPEF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JPEF0.55%$55

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

Yields: JPEF, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

JPEF0.67%$67

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

JPEF$67 − $55 = $12

KeptFee

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

Overlap: JPEF, SPY

Today

39.9%most shared, JPEF and SPY

JPEFSPY

JPEF—39.9%

SPY39.9%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

JPEFWorst drop−8.3%13.4% 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

SPYJPEF

+8.7%Year to date+4.9%

1.0%Yield0.7%

+9.7%Past year+5.2%

0.09%Fee0.55%

4–0SPY 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