JMMF vs SPY

JMMF vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricJMMFSPYWinner
Expense Ratio0.16%0.09%
AUM$71M$821.1B
Dividend Yield2.21%1.01%
Holdings52505
YTD Return+2.18%+14.24%
1Y Return-+21.71%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+13.21%
Volatility (annualized)-15.3%
Max Drawdown-0.3%-56.5%
Fund FamilyJ.P. Morgan Asset ManagementState Street Investment Management
CategoryMoney MarketEquity
InceptionDec 10, 2025Jan 22, 1993

JMMF vs SPY Performance

JPMorgan 100% US Treasury Securities Money Market ETF (JMMF) 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, JMMF is up 2.18% versus a gain of 14.24% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.3% for JMMF 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

JMMF charges 0.16% per year while SPY charges 0.09%. On a $10,000 position that is $16 vs $9 annually, a gap of $7 per year that compounds over a long holding period. On income, JMMF currently yields 2.21% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

JMMF and SPY share 0 holdings out of 522 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, JMMF or SPY?

JMMF has an expense ratio of 0.16% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

What is the holdings overlap between JMMF and SPY?

JMMF and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 522 unique securities.

Which pays a higher dividend, JMMF or SPY?

JMMF yields 2.21% while SPY yields 1.01%, so JMMF currently pays the higher dividend yield.

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