AMJB vs SPY
5Y[…]3 years · per year[…] · $18,174+22.0%
[…]5 years · per year[…] · $17,099+11.3%
0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%
6.13%12-mo yield$613 · $103 on $10k1.03%
−15.0%Worst dropSmaller wins−8.9%
18.6%VolatilityLower wins13.6%
1–3SPY wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsAMJB · SPY
They share no top holdings, or holdings aren’t on file […]
Held in common[…]
End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two