JPUS vs SPY

AJPUS

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · JPUS $15,476

Lowest cost0.09%SPY · $9 on $10k

Most income2.03%JPUS · $203 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common24.8%JPUS and SPY

JPUS

SPY

JPMorgan Diversified Return U.S. Equity ETF · $472MState Street SPDR S&P 500 ETF · $819B

+17.7%3 years · per year$16,287 · $18,039+21.7%

+9.1%5 years · per year$15,476 · $17,118+11.3%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

2.03%12-mo yield$203 · $103 on $10k1.03%

−6.9%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · SPY

0.4%PM0.5%

0.4%KO0.6%

0.4%AAPL7.9%

0.4%ABBV0.8%

Held in common24.8%

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.03%	−0.3%	+14.8%	+17.7%	+17.7%	+9.1%	−6.9%	$472M

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.03%	−0.3%	+14.8%	+17.7%	+17.7%	+9.1%	−6.9%	$472M

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

JPUS vs SPY

JPUS

JPMorgan Diversified Return U.S. Equity

$15,476

SPY

SPDR S&P 500

$17,118

MeasureJPUSSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield2.03%1.03%

5 years, per year+9.1%+11.3%

3 years, per year+17.7%+21.7%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y10.4%13.6%

3–3measures won
level

24.8%

holdings shared

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: JPUS, SPY

Today

24.8%most shared, JPUS and SPY

JPUSSPY

JPUS—24.8%

SPY24.8%—

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

Income After Fees on $10,000

$185most kept, JPUS

JPUS$203 − $18 = $185

SPY$103 − $9 = $94

KeptFee

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