JAVA vs SPY

AJAVA

BSPY

Measures won4–2JAVA wins · of 6 · 5Y

$10,000 · 5Y$17,280JAVA · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.14%JAVA · $114 on $10k

Smallest drop−8.3%JAVA · worst fall in 1Y

Held in common41.4%JAVA and SPY

JAVA

SPY

JPMorgan Active Value ETF · $7.7BState Street SPDR S&P 500 ETF · $819B

+20.2%3 years · per year$17,353 · $18,039+21.7%

+11.6%5 years · per year$17,280 · $17,118+11.3%

0.44%Expense ratio$44 · $9 on $10k · lower wins0.09%

1.14%12-mo yield$114 · $103 on $10k1.03%

−8.3%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.6%

4–2JAVA wins

$10,000 · 5 yearsOne scale

Shared top holdingsJAVA · SPY

6.3%MSFT6.3%

7.6%AMZN4.0%

3.9%AAPL7.9%

2.2%BRK-B1.7%

Held in common41.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AJAVA	JPMorgan Active Value ETFRead Desk		0.44%	1.14%	−0.4%	+16.3%	+20.9%	+20.2%	+11.6%	−8.3%	$7.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AJAVA	JPMorgan Active Value ETFRead Desk		0.44%	1.14%	−0.4%	+16.3%	+20.9%	+20.2%	+11.6%	−8.3%	$7.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JAVA vs SPY

JAVA

JPMorgan Active Value

$17,280

SPY

SPDR S&P 500

$17,118

MeasureJAVASPY

Fee0.44%0.09%

Cost on $10k a year$44$9

Yield1.14%1.03%

5 years, per year+11.6%+11.3%

3 years, per year+20.2%+21.7%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y11.8%13.6%

4–2measures won
JAVA first

41.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: JAVA, SPY

Today

41.4%most shared, JAVA and SPY

JAVASPY

JAVA—41.4%

SPY41.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

JAVA$114 − $44 = $70

KeptFee

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