JPUS vs SPYM

AJPUS

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · JPUS $15,476

Lowest cost0.02%SPYM · $2 on $10k

Most income2.03%JPUS · $203 on $10k

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

Held in common24.8%JPUS and SPYM

JPUS

SPYM

JPMorgan Diversified Return U.S. Equity ETF · $472MState Street SPDR Portfolio S&P 500 ETF · $182B

+17.7%3 years · per year$16,287 · $18,082+21.8%

+9.1%5 years · per year$15,476 · $17,192+11.4%

0.18%Expense ratio$18 · $2 on $10k · lower wins0.02%

2.03%12-mo yield$203 · $105 on $10k1.05%

−6.9%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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 SPYM

JPUS

JPMorgan Diversified Return U.S. Equity

$15,476

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureJPUSSPYM

Fee0.18%0.02%

Cost on $10k a year$18$2

Yield2.03%1.05%

5 years, per year+9.1%+11.4%

3 years, per year+17.7%+21.8%

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, SPYM

Today

24.8%most shared, JPUS and SPYM

JPUSSPYM

JPUS—24.8%

SPYM24.8%—

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

SPYM$105 − $2 = $103

KeptFee

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