Compare · 2 funds side by side · dividends reinvested

JPSE and SPY

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

02 / 04

JPSE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.29%1.47%+13.0%+14.6%+16.2%+6.1%−8.0%14.7%$560M1.5

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%$778B1.5

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: JPSE 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $560M$13,477

JPSE

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JPSEMeasureSPY

+13.0%Year to dateJan 1 → Nov 6+8.7%

+14.6%1 yearTotal return+9.7%

+16.2%3 years · per year$10,000 became $15,694 · $18,039+21.7%

+6.1%5 years · per year$10,000 became $13,477 · $17,118+11.3%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

1.47%Trailing 12-mo yield$147 · $103 a year on $10k1.03%

−8.0%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

JPSE vs SPY: Top 5 Holdings

Today

JPSE

1.9%in top 5

SPY

in top 527.8%

JPSEStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%SIGnot top 5

0.4%YOUnot top 5

0.4%DRHnot top 5

0.4%APLEnot top 5

0.4%NWEnot top 5

Held in common0.0%

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

JPSE vs SPY Returns, Every Period

J.P. MorganJPSE

+6.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

JPSESPYFaded: behind in that period

2–2Level

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

Stocks vs Core: JPSE vs SPY

YTD

J.P. MorganJPSE

+13.0%

SPYSPDR

+8.7%

+13.0%Year to date+8.7%

−8.0%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.6%

1.5%Yield1.0%

$560MAssets$778B

3–1JPSE wins

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

Cost, Income and Risk

Fees: JPSE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JPSE0.29%$29

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

Yields: JPSE, SPY

1.47%highest, JPSE

FundTrailing yieldYield$10k

JPSE1.47%$147

SPY1.03%$103

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

Income After Fees on $10,000

$118most kept, JPSE

JPSE$147 − $29 = $118

SPY$103 − $9 = $94

KeptFee

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

Overlap: JPSE, SPY

Today

0.0%most shared, JPSE and SPY

JPSESPY

JPSE—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.6%JPSE, at 14.7% volatility

SPYWorst drop−8.9%13.6% vol

JPSEWorst drop−8.0%14.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JPSESPY

+13.0%Year to date+8.7%

1.5%Yield1.0%

+14.6%Past year+9.7%

0.29%Fee0.09%

3–1JPSE 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026