Compare · 2 funds side by side · dividends reinvested

JPRE and SPYM

JPREJ.P. Morgan×SPYMSPDR×

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$17,537SPYM · 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 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.4

JPMorgan Realty Income ETFIncome · Dividend stocks0.71%2.26%+16.0%+14.5%+13.0%[…]−10.5%14.3%$484M1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: JPRE 1998 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Realty Income ETF · $484M[…]

JPRE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

JPREMeasureSPYM

+16.0%

More Ways to See the Pairs

JPRE vs SPYM: Top 5 Holdings

Today

JPRE

45.5%in top 5

SPYM

in top 526.9%

JPREStockSPYM

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, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

JPRE0.71%$71

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JPRE, SPYM

1Y

2.26%highest, JPRE

FundTrailing yield

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$793B

1–0SPYM wins

End-of-day Nov 12, 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 12

+12.4%

+14.5%1 yearTotal return+12.8%

+13.0%3 years · per year$10,000 became $14,415 · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.71%Expense ratio$71 · $2 a year on $10k · lower is better0.02%

2.26%Trailing 12-mo yield$226 · $102 a year on $10k1.02%

−10.5%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.7%

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

3–4SPYM wins

End-of-day Nov 12, 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 12, 2026 · share of each fund

JPRE vs SPYM Returns, Every Period

1Y

J.P. MorganJPRE

+14.5%

past year

SPYMSPDR

+12.8%

past year

JPRESPYMFaded: behind in that period

2–1JPRE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Core: JPRE vs SPYM

YTD

J.P. MorganJPRE

+16.0%

SPYMSPDR

+12.4%

+16.0%Year to date+12.4%

−10.5%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.7%

2.3%Yield1.0%

$484MAssets$183B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

JPRE2.26%$226

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$155most kept, JPRE

JPRE$226 − $71 = $155

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JPRE, SPYM

Today

1.4%most shared, JPRE and SPYM

JPRESPYM

JPRE—1.4%

SPYM1.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.5%JPRE, at 14.3% volatility

SPYMWorst drop−8.9%13.7% vol

JPREWorst drop−10.5%14.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JPRESPYM

+16.0%Year to date+12.4%

2.3%Yield1.0%

+14.5%Past year+12.8%

0.71%Fee0.02%

3–1JPRE wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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JPRE and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two