Compare · 2 funds side by side · dividends reinvested

LGDS and SPYM

LGDSJ.P. Morgan×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 03

LGDS 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.0

JPMorgan Fundamental Data Science Large Growth ETFUS Stock Styles · Growth0.40%0.00%[…][…][…][…][…][…]$1.0B2.0

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: LGDS 2003 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Growth ETF · $1.0B[…]

LGDS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 54.7% in common

LGDSMeasureSPYM

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.06%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2SPYM wins

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

More Ways to See the Pairs

LGDS vs SPYM: Top 5 Holdings

Today

LGDS

41.3%in top 5

SPYM

in top 527.7%

LGDSStockSPYM

15.5%NVDA7.3%

8.2%AAPL7.7%

7.4%GOOGL2.6%

5.7%MSFT6.2%

4.5%AVGOnot top 5

not top 5AMZN3.9%

Held in common54.7%

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

LGDS vs SPYM Returns, Every Period

J.P. MorganLGDS

[…]

past year

SPYMSPDR

+9.8%

past year

Returns […]

LGDSSPYMFaded: behind in that period

0–0Level

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

Stocks vs Core: LGDS vs SPYM

YTD

J.P. MorganLGDS

[…]

SPYMSPDR

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.0%Yield1.1%

$1.0BAssets$182B

1–0SPYM wins

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

Cost, Income and Risk

Fees: LGDS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LGDS0.40%$40

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

Yields: LGDS, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

LGDS0.00%$0

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

LGDS$0 − $40 = −$40

KeptFee

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

Overlap: LGDS, SPYM

Today

54.7%most shared, LGDS and SPYM

LGDSSPYM

LGDS—54.7%

SPYM54.7%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

LGDSWorst drop[…][…]

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

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