JLVP vs SPY
JPMorgan US Large Cap Value Plus ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JLVP | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.09% | |
| AUM | $28M | $814.4B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 155 | 505 | |
| YTD Return | +0.76% | +12.87% | |
| 1Y Return | - | +21.13% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +12.69% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -1.9% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2026 | Jan 22, 1993 |
JLVP vs SPY Performance
JPMorgan US Large Cap Value Plus ETF (JLVP) is a ETF from J.P. Morgan Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, JLVP is up 0.76% versus a gain of 12.87% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for JLVP and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
JLVP charges 1.05% per year while SPY charges 0.09%. On a $10,000 position that is $105 vs $9 annually, a gap of $96 per year that compounds over a long holding period.
Holdings Overlap
JLVP and SPY share 102 holdings out of 557 unique holdings combined, representing a 28.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JLVP or SPY?
JLVP has an expense ratio of 1.05% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
What is the holdings overlap between JLVP and SPY?
JLVP and SPY share 102 common holdings with a 28.8% weight overlap. Combined, they hold 557 unique securities.
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