JMID vs SPY
5Y[…]3 years · per year[…] · $18,174+22.0%
[…]5 years · per year[…] · $17,099+11.3%
0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%
0.58%12-mo yield$58 · $103 on $10k1.03%
−13.3%Worst dropSmaller wins−8.9%
18.8%VolatilityLower wins13.6%
0–4SPY wins
$10,000 · 5 yearsOne scale
Shared top holdingsJMID · SPY
3.3%MPC0.2%
1.3%PSX0.2%
0.4%SPG0.1%
1.5%URI0.1%
Held in common2.5%
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