JPI vs SPY

JPI vs SPY

Which is better, JPI or SPY?

We do not have enough on JPI 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

MetricJPISPY
Expense Ratio-0.09%
AUM-$814.4B
Dividend Yield-1.01%
Holdings-505
YTD Price Return-+12.74%
1Y Price Return-+18.65%
3Y Price Return (annualized)-+19.70%
5Y Price Return (annualized)-+11.30%
Volatility (annualized)-15.3%
Max Drawdown--56.5%
Fund FamilyNuveen Preferred Securities & Income Opportunities 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 JPI. We have no price series for JPI, so there is nothing to compare it against.

JPI vs SPY Performance

Nuveen Preferred Securities & Income Opportunities Fund (JPI) is an ETF from Nuveen Preferred Securities & Income Opportunities 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 JPI and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JPISPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SPY better than JPI?

We hold very little data on JPI 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.