JPRE vs SPY

AJPRE

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.26%JPRE · $226 on $10k

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

Held in common1.4%JPRE and SPY

JPRE

SPY

JPMorgan Realty Income ETF · $483MState Street SPDR S&P 500 ETF · $792B

+13.0%3 years · per year$14,415 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.71%Expense ratio$71 · $9 on $10k · lower wins0.09%

2.26%12-mo yield$226 · $100 on $10k1.00%

−10.5%

End-of-day Nov 11, 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%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	AJPRE	JPMorgan Realty Income ETFRead Desk		0.71%	2.26%	+0.1%	+16.0%	+14.5%	+13.0%	new	−10.5%	$483M

End-of-day Nov 11, 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%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	AJPRE	JPMorgan Realty Income ETFRead Desk		0.71%	2.26%	+0.1%	+16.0%	+14.5%	+13.0%	new	−10.5%	$483M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JPRE vs SPY

JPRE

JPMorgan Realty Income

[…]

SPY

SPDR S&P 500

$17,481

MeasureJPRESPY

Fee0.71%0.09%

Cost on $10k a year$71$9

Yield2.26%1.00%

5 years, per year[…]+11.8%

3 years, per year+13.0%+21.8%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y14.3%13.7%

Loading…

JPRE vs SPY

Both

Both

$10,000 in JPRE, SPY

Overlap: JPRE, SPY

JPRE vs SPY

SPYM vs SPY

SCHD vs VIG

JEPQ vs JEPI

Overlap: JPRE, SPY

Income After Fees on $10,000