JPMB vs SPY

AJPMB

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · JPMB $10,613

Lowest cost0.09%SPY · $9 on $10k

Most income5.96%JPMB · $596 on $10k

Smallest drop−4.7%JPMB · worst fall in 1Y

Held in common[…]JPMB and SPY

JPMB

SPY

JPMorgan USD Emerging Markets Sovereign Bond ETF · $96MState Street SPDR S&P 500 ETF · $819B

+8.7%3 years · per year$12,842 · $18,039+21.7%

+1.2%5 years · per year$10,613 · $17,118+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

5.96%12-mo yield$596 · $103 on $10k1.03%

−4.7%Worst dropSmaller wins−8.9%

5.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJPMB · 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	AJPMB	JPMorgan USD Emerging Markets Sovereign Bond ETFRead Desk		0.39%	5.96%	−0.4%	+0.3%	+1.4%	+8.7%	+1.2%	−4.7%	$96M

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	AJPMB	JPMorgan USD Emerging Markets Sovereign Bond ETFRead Desk		0.39%	5.96%	−0.4%	+0.3%	+1.4%	+8.7%	+1.2%	−4.7%	$96M

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

JPMB vs SPY

JPMB

JPMorgan USD Emerging Markets Sovereign Bond

$10,613

SPY

SPDR S&P 500

$17,118

MeasureJPMBSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield5.96%1.03%

5 years, per year+1.2%+11.3%

3 years, per year+8.7%+21.7%

Worst drop · 1Y−4.7%−8.9%

Volatility · 1Y5.7%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: JPMB, SPY

Today

[…]holdings […]

JPMBSPY

JPMB—[…]

SPY[…]—

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

Income After Fees on $10,000

$557most kept, JPMB

JPMB$596 − $39 = $557

SPY$103 − $9 = $94

KeptFee

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