JEMA vs SPY

AJEMA

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · JEMA $12,410

Lowest cost0.09%SPY · $9 on $10k

Most income2.68%JEMA · $268 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.1%JEMA and SPY

JEMA

SPY

JPMorgan ActiveBuilders Emerging Markets Equity ETF · $1.7BState Street SPDR S&P 500 ETF · $819B

+20.2%3 years · per year$17,360 · $18,174+22.0%

+4.4%5 years · per year$12,410 · $17,099+11.3%

0.33%Expense ratio$33 · $9 on $10k · lower wins0.09%

2.68%12-mo yield$268 · $103 on $10k1.03%

−19.3%Worst dropSmaller wins−8.9%

26.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEMA · SPY

0.1%MPWR0.1%

0.0%CTSH0.0%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AJEMA	JPMorgan ActiveBuilders Emerging Markets Equity ETFRead Desk		0.33%	2.68%	−6.0%	+9.1%	+11.6%	+20.2%	+4.4%	−19.3%	$1.7B

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AJEMA	JPMorgan ActiveBuilders Emerging Markets Equity ETFRead Desk		0.33%	2.68%	−6.0%	+9.1%	+11.6%	+20.2%	+4.4%	−19.3%	$1.7B

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

Cards for this view

JEMA vs SPY

JEMA

JPMorgan ActiveBuilders Emerging Markets Equity

$12,410

SPY

SPDR S&P 500

$17,099

MeasureJEMASPY

Fee0.33%0.09%

Cost on $10k a year$33$9

Yield2.68%1.03%

5 years, per year+4.4%+11.3%

3 years, per year+20.2%+22.0%

Worst drop · 1Y−19.3%−8.9%

Volatility · 1Y26.7%13.6%

5–1measures won
SPY first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: JEMA, SPY

Today

0.1%most shared, JEMA and SPY

JEMASPY

JEMA—0.1%

SPY0.1%—

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

Income After Fees on $10,000

$235most kept, JEMA

JEMA$268 − $33 = $235

SPY$103 − $9 = $94

KeptFee

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