JMHI vs SPY5YJMHIJMHIAvsBSPYSPYJPMorgan High Yield Municipal ETF · $304MState Street SPDR S&P 500 ETF · $806BReturns · dividends in+5.1%3 years · per year$11,625 · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.52%Expense ratio$52 · $9 on $10k · lower wins0.09%4.62%12-mo yield$462 · $101 on $10k1.01%Risk · 1 year−7.3%End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B2AJMHIJPMorgan High Yield Municipal ETFReadDesk0.52%4.62%−0.4%−1.0%−0.7%+5.1%new−7.3%$304MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B2AJMHIJPMorgan High Yield Municipal ETFReadDesk0.52%4.62%−0.4%−1.0%−0.7%+5.1%new−7.3%$304MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in JMHI, SPY5Y$10k startSPY $17.2kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: JMHI, SPYToday[…]holdings […]JMHISPYJMHI—[…]SPY[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
JMHI vs SPY5YAJMHIJPMorgan High Yield Municipal[…]vsSPYBSPDR S&P 500$17,214MeasureJMHISPYFee0.52%0.09%Cost on $10k a year$52$9Yield4.62%1.01%5 years, per year[…]+11.5%3 years, per year+5.1%+21.4%Worst drop · 1Y−7.3%−8.9%Volatility · 1Y4.8%
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: JMHI, SPYToday[…]holdings […]JMHISPYJMHI—[…]SPY[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$410most kept, JMHIJMHI$462 − $52 = $410SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee