Compare · 2 funds side by side · dividends reinvested

MCDS and SPYM

MCDSJ.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 / 04

MCDS and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Mid Core ETFUS Stock Styles · Large cap0.35%1.04%+12.7%+15.8%[…][…]−7.5%13.4%$8M1.3

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%$182B1.5

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: MCDS 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Mid Core ETF · $8M[…]

MCDS

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

MCDSMeasureSPYM

+12.7%Year to dateJan 1 → Nov 5+8.4%

+15.8%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%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

1.04%Trailing 12-mo yield$104 · $106 a year on $10k1.06%

−7.5%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

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

4–2MCDS wins

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

More Ways to See the Pairs

MCDS vs SPYM: Top 5 Holdings

Today

MCDS

6.4%in top 5

SPYM

in top 527.7%

MCDSStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.7%MPCnot top 5

1.3%CAHnot top 5

1.2%NTRAnot top 5

1.2%HPEnot top 5

1.1%STTnot top 5

Held in common7.4%

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

MCDS vs SPYM Returns, Every Period

J.P. MorganMCDS

+15.8%

past year

SPYMSPDR

+9.8%

past year

MCDSSPYMFaded: behind in that period

2–0MCDS wins

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

Stocks vs Core: MCDS vs SPYM

YTD

J.P. MorganMCDS

+12.7%

SPYMSPDR

+8.4%

+12.7%Year to date+8.4%

−7.5%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.6%

1.0%Yield1.1%

$8.2MAssets$182B

3–1MCDS wins

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

Cost, Income and Risk

Fees: MCDS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MCDS0.35%$35

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

Yields: MCDS, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

MCDS1.04%$104

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

MCDS$104 − $35 = $69

KeptFee

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

Overlap: MCDS, SPYM

Today

7.4%most shared, MCDS and SPYM

MCDSSPYM

MCDS—7.4%

SPYM7.4%—

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

Return vs Bumpiness: 2 ETFs

+15.8%MCDS, at 13.4% volatility

MCDSWorst drop−7.5%13.4% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SPYMMCDS

+8.4%Year to date+12.7%

1.1%Yield1.0%

+9.8%Past year+15.8%

0.02%Fee0.35%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026