Compare · 2 funds side by side · dividends reinvested

LCDS and SPY

LCDSJ.P. Morgan×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

LCDS 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%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

JPMorgan Fundamental Data Science Large Core ETFUS Stock Styles · Large cap0.30%0.89%+9.1%+10.7%[…][…]−9.1%13.1%$16M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: LCDS 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Core ETF · $16M[…]

LCDS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 57.8% in common

LCDSMeasureSPY

+9.1%Year to dateJan 1 → Nov 5+8.3%

+10.7%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.30%Expense ratio$30 · $9 a year on $10k · lower is better0.09%

0.89%Trailing 12-mo yield$89 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

LCDS vs SPY: Top 5 Holdings

Today

LCDS

31.6%in top 5

SPY

in top 527.7%

LCDSStockSPY

8.0%NVDA7.3%

7.8%AAPL7.7%

7.1%MSFT6.2%

4.5%AMZN3.9%

4.3%GOOGL2.6%

Held in common57.8%

End-of-day Nov 5, 2026 · share of each fund

LCDS vs SPY Returns, Every Period

J.P. MorganLCDS

+10.7%

past year

SPYSPDR

+9.7%

past year

LCDSSPYFaded: behind in that period

2–0LCDS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LCDS vs SPY

YTD

J.P. MorganLCDS

+9.1%

SPYSPDR

+8.3%

+9.1%Year to date+8.3%

−9.1%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.6%

0.9%Yield1.0%

$16.4MAssets$805B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCDS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LCDS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LCDS, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

LCDS0.89%$89

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

LCDS$89 − $30 = $59

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LCDS, SPY

Today

57.8%most shared, LCDS and SPY

LCDSSPY

LCDS—57.8%

SPY57.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.7%LCDS, at 13.1% volatility

LCDSWorst drop−9.1%13.1% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYLCDS

+8.3%Year to date+9.1%

1.0%Yield0.9%

+9.7%Past year+10.7%

0.09%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026