JPMO vs SPY
YieldMax JPM Option Income Strategy ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. JPMO delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JPMO | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 1.19% | 0.09% | |
| AUM | $57M | $821.1B | |
| Dividend Yield | 33.55% | 1.01% | |
| Holdings | 17 | 505 | |
| YTD Return | - | +12.68% | |
| 1Y Return | - | +21.82% | |
| 3Y Return (annualized) | - | +21.98% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | - | -56.5% | |
| Fund Family | YieldMax ETF | State Street Investment Management | |
| Category | Alternative | Equity | |
| Inception | Sep 11, 2023 | Jan 22, 1993 |
JPMO vs SPY Performance
YieldMax JPM Option Income Strategy ETF (JPMO) is a ETF from YieldMax ETF and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management.
Fees and Cost Over Time
JPMO charges 1.19% per year while SPY charges 0.09%. On a $10,000 position that is $119 vs $9 annually, a gap of $110 per year that compounds over a long holding period. On income, JPMO currently yields 33.55% against 1.01% for SPY.
Holdings Overlap
JPMO and SPY share 0 holdings out of 509 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, JPMO or SPY?
JPMO has an expense ratio of 1.19% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $110 per year of difference.
What is the holdings overlap between JPMO and SPY?
JPMO and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, JPMO or SPY?
JPMO yields 33.55% while SPY yields 1.01%, so JPMO currently pays the higher dividend yield.
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