JMF vs SPY

JMF vs SPY

Which is better, JMF or SPY?

We do not have enough on JMF and SPY to separate them.

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricJMFSPY
Expense Ratio-0.09%
AUM-$804.7B
Dividend Yield-0.98%
Holdings-505
YTD Price Return-+11.60%
1Y Price Return-+17.23%
3Y Price Return (annualized)-+19.38%
5Y Price Return (annualized)-+11.17%
Volatility (annualized)-15.3%
Max Drawdown--56.5%
Fund FamilyNuveen Energy MLP Total Return FundState Street Investment Management
Category-Equity
Style-Large Cap Blend
Inception-Jan 22, 1993

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for JMF. We have no price series for JMF, so there is nothing to compare it against.

JMF vs SPY Performance

Nuveen Energy MLP Total Return Fund (JMF) is an ETF from Nuveen Energy MLP Total Return Fund and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management.

You are not choosing between two funds in isolation.

Whichever of JMF and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JMFSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SPY better than JMF?

We hold very little data on JMF and SPY, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.