JCPB vs SPY

AJCPB

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · JCPB $10,432

Lowest cost0.09%SPY · $9 on $10k

Most income4.97%JCPB · $497 on $10k

Smallest drop−4.5%JCPB · worst fall in 1Y

Held in common[…]JCPB and SPY

JCPB

SPY

JPMorgan Core Plus Bond ETF · $17.5BState Street SPDR S&P 500 ETF · $819B

+6.3%3 years · per year$12,003 · $18,039+21.7%

+0.9%5 years · per year$10,432 · $17,118+11.3%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

4.97%12-mo yield$497 · $103 on $10k1.03%

−4.5%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJCPB · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	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
2	AJCPB	JPMorgan Core Plus Bond ETFRead Desk		0.40%	4.97%	−0.1%	+0.3%	+1.2%	+6.3%	+0.9%	−4.5%	$17.5B

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	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
2	AJCPB	JPMorgan Core Plus Bond ETFRead Desk		0.40%	4.97%	−0.1%	+0.3%	+1.2%	+6.3%	+0.9%	−4.5%	$17.5B

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

JCPB vs SPY

JCPB

JPMorgan Core Plus Bond

$10,432

SPY

SPDR S&P 500

$17,118

MeasureJCPBSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield4.97%1.03%

5 years, per year+0.9%+11.3%

3 years, per year+6.3%+21.7%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y3.9%13.6%

3–3measures won
level

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: JCPB, SPY

Today

[…]holdings […]

JCPBSPY

JCPB—[…]

SPY[…]—

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

Income After Fees on $10,000

$457most kept, JCPB

JCPB$497 − $40 = $457

SPY$103 − $9 = $94

KeptFee

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