JAVA vs SPYM

AJAVA

BSPYM

Measures won4–2JAVA wins · of 6 · 5Y

$10,000 · 5Y$17,280JAVA · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%JAVA · $114 on $10k

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

Held in common41.5%JAVA and SPYM

JAVA

SPYM

JPMorgan Active Value ETF · $7.4BState Street SPDR Portfolio S&P 500 ETF · $178B

+20.2%3 years · per year$17,353 · $18,082+21.8%

+11.6%5 years · per year$17,280 · $17,192+11.4%

0.44%Expense ratio$44 · $2 on $10k · lower wins0.02%

1.14%12-mo yield$114 · $105 on $10k1.05%

−8.3%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.6%

4–2JAVA wins

$10,000 · 5 yearsOne scale

Shared top holdingsJAVA · SPYM

6.3%MSFT6.3%

7.6%AMZN4.0%

3.9%AAPL7.9%

2.2%BRK-B1.7%

Held in common41.5%

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%	$7.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B

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%	$7.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B

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 SPYM

JAVA

JPMorgan Active Value

$17,280

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureJAVASPYM

Fee0.44%0.02%

Cost on $10k a year$44$2

Yield1.14%1.05%

5 years, per year+11.6%+11.4%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y11.8%13.6%

3–2measures won
JAVA first

41.5%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: JAVA, SPYM

Today

41.5%most shared, JAVA and SPYM

JAVASPYM

JAVA—41.5%

SPYM41.5%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

JAVA$114 − $44 = $70

KeptFee

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