Compare · 2 funds side by side · dividends reinvested

JPUS 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

JPUS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Equity ETFUS Stock Styles · Large cap0.18%2.03%+14.8%+17.7%+17.7%+9.1%−6.9%10.4%$472M1.4

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%$819B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: JPUS 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Equity ETF · $472M$15,476

JPUS

SPY

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

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

JPUSMeasureSPY

+14.8%Year to dateJan 1 → Nov 6+8.7%

+17.7%1 yearTotal return+9.7%

+17.7%3 years · per year$10,000 became $16,287 · $18,039+21.7%

+9.1%5 years · per year$10,000 became $15,476 · $17,118+11.3%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

2.03%Trailing 12-mo yield$203 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.6%

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

5–3JPUS wins

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

More Ways to See the Pairs

JPUS vs SPY: Top 5 Holdings

Today

JPUS

2.3%in top 5

SPY

in top 527.8%

JPUSStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.5%EXELnot top 5

0.5%EDnot top 5

0.5%WSMnot top 5

0.5%HSTnot top 5

0.5%GILDnot top 5

Held in common24.8%

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

JPUS vs SPY Returns, Every Period

J.P. MorganJPUS

+9.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

JPUSSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: JPUS vs SPY

YTD

J.P. MorganJPUS

+14.8%

SPYSPDR

+8.7%

+14.8%Year to date+8.7%

−6.9%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y13.6%

2.0%Yield1.0%

$472MAssets$819B

4–0JPUS wins

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

Cost, Income and Risk

Fees: JPUS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JPUS0.18%$18

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

Yields: JPUS, SPY

2.03%highest, JPUS

FundTrailing yieldYield$10k

JPUS2.03%$203

SPY1.03%$103

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

Income After Fees on $10,000

$185most kept, JPUS

JPUS$203 − $18 = $185

SPY$103 − $9 = $94

KeptFee

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

Overlap: JPUS, SPY

Today

24.8%most shared, JPUS and SPY

JPUSSPY

JPUS—24.8%

SPY24.8%—

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

Return vs Bumpiness: 2 ETFs

+17.7%JPUS, at 10.4% volatility

JPUSWorst drop−6.9%10.4% 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

JPUSSPY

+14.8%Year to date+8.7%

2.0%Yield1.0%

+17.7%Past year+9.7%

0.18%Fee0.09%

3–1JPUS 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