JMF vs SPY

JMF vs SPY
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Quick Verdict

SPY offers more diversification with 505 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricJMFSPYWinner
Expense Ratio-0.09%
AUM-$821.1B
Dividend Yield-1.01%
Holdings0505
YTD Return-+13.17%
1Y Return-+21.53%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+13.35%
Volatility (annualized)-15.3%
Max Drawdown--56.5%
Fund FamilyNuveen Energy MLP Total Return FundState Street Investment Management
Category-Equity
Inception-Jan 22, 1993

JMF vs SPY Performance

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

Frequently Asked Questions

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See what your portfolio actually owns
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