Compare · 2 funds side by side · dividends reinvested

JPRE and SPY

JPREJ.P. Morgan×SPYSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,481SPY · best of the two

Story of the two · IncomeMost incomeJPRE · 2.26% · $226 a year on $10k

Story of the two · RiskSmallest drop

JPRE 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%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B1.4

JPMorgan Realty Income ETFIncome · Dividend stocks0.71%2.26%+16.0%+14.5%+13.0%[…]−10.5%14.3%$483M1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: JPRE 1998 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Realty Income ETF · $483M[…]

JPRE

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

JPREMeasureSPY

+16.0%

More Ways to See the Pairs

JPRE vs SPY: Top 5 Holdings

Today

JPRE

45.5%in top 5

SPY

in top 526.9%

JPREStockSPY

13.2%WELLnot top 5

9.5%EQIXnot top 5

9.4%PLDnot top 5

not top 5AAPL7.8%

7.3%DLRnot top 5

Cost, Income and Risk

Fees: JPRE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JPRE0.71%$71

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: JPRE, SPY

1Y

2.26%highest, JPRE

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.3%

+14.5%1 yearTotal return+12.7%

+13.0%3 years · per year$10,000 became $14,415 · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

0.71%Expense ratio$71 · $9 a year on $10k · lower is better0.09%

2.26%Trailing 12-mo yield$226 · $100 a year on $10k1.00%

−10.5%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.7%

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

3–4SPY wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA6.3%

6.2%AMTnot top 5

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common1.4%

End-of-day Nov 11, 2026 · share of each fund

JPRE vs SPY Returns, Every Period

1Y

J.P. MorganJPRE

+14.5%

past year

SPYSPDR

+12.7%

past year

JPRESPYFaded: behind in that period

2–1JPRE wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: JPRE vs SPY

YTD

J.P. MorganJPRE

+16.0%

SPYSPDR

+12.3%

+16.0%Year to date+12.3%

−10.5%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.7%

2.3%Yield1.0%

$483MAssets$792B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

JPRE2.26%$226

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$155most kept, JPRE

JPRE$226 − $71 = $155

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JPRE, SPY

Today

1.4%most shared, JPRE and SPY

JPRESPY

JPRE—1.4%

SPY1.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.5%JPRE, at 14.3% volatility

SPYWorst drop−8.9%13.7% vol

JPREWorst drop−10.5%14.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JPRESPY

+16.0%Year to date+12.3%

2.3%Yield1.0%

+14.5%Past year+12.7%

0.71%Fee0.09%

3–1JPRE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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JPRE and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two