JPRE vs SPYM

AJPRE

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.26%JPRE · $226 on $10k

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

Held in common1.4%JPRE and SPYM

JPRE

SPYM

JPMorgan Realty Income ETF · $484MState Street SPDR Portfolio S&P 500 ETF · $183B

+13.0%3 years · per year$14,415 · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.71%Expense ratio$71 · $2 on $10k · lower wins0.02%

2.26%12-mo yield$226 · $102 on $10k1.02%

−10.5%

End-of-day Nov 12, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	AJPRE	JPMorgan Realty Income ETFRead Desk		0.71%	2.26%	+0.1%	+16.0%	+14.5%	+13.0%	new	−10.5%	$484M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	AJPRE	JPMorgan Realty Income ETFRead Desk		0.71%	2.26%	+0.1%	+16.0%	+14.5%	+13.0%	new	−10.5%	$484M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JPRE vs SPYM

JPRE

JPMorgan Realty Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureJPRESPYM

Fee0.71%0.02%

Cost on $10k a year$71$2

Yield2.26%1.02%

5 years, per year[…]+11.9%

3 years, per year+13.0%+21.9%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y14.3%

Loading…

JPRE vs SPYM

Both

Both

$10,000 in JPRE, SPYM

Overlap: JPRE, SPYM

JPRE vs SPYM

SPYM vs SPY

SCHD vs VIG

JEPQ vs JEPI

Overlap: JPRE, SPYM

Income After Fees on $10,000