JPRE vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricJPRESPYWinner
Expense Ratio0.50%0.09%
AUM$499M$789.1B
Dividend Yield1.19%1.01%
Holdings38505
YTD Return+12.51%+13.75%
1Y Return+13.08%+22.91%
3Y Return (annualized)+7.65%+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)18.4%15.3%
Max Drawdown-31.1%-56.5%
Fund FamilyJ.P. Morgan Asset ManagementState Street Investment Management
CategoryEquityEquity
InceptionMay 20, 2022Jan 22, 1993

JPRE vs SPY Performance

JPMorgan Realty Income ETF (JPRE) 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. Over the past year JPRE returned +13.08% while SPY returned +22.91%. Year to date, JPRE is up 12.51% versus a gain of 13.75% for SPY.

Over three years, JPRE compounded at +7.65% per year against +21.67% for SPY. Across the full 4-year window we track, SPY has the edge at +8.85% annualized vs +1.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JPRE has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -31.1% for JPRE and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JPRE charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, JPRE currently yields 1.19% against 1.01% for SPY.

Holdings Overlap

1.5%overlap

JPRE and SPY share 22 holdings out of 520 unique holdings combined, representing a 1.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JPREWeight in SPYDifference
WELL12.05%0.25%11.80%
PLD10.38%0.20%10.18%
EQIX8.84%0.15%8.69%
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Frequently Asked Questions

Which is cheaper, JPRE or SPY?

JPRE has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, JPRE or SPY?

Over the past year JPRE returned +13.08% vs +22.91% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), JPRE annualized +1.11% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, JPRE or SPY?

JPRE has been the more volatile fund at 18.4% annualized versus 15.3% for SPY. Worst drawdown: JPRE -31.1% vs SPY -56.5%.

Should I hold both JPRE and SPY?

JPRE and SPY have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JPRE and SPY?

JPRE and SPY share 22 common holdings with a 1.5% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, JPRE or SPY?

JPRE yields 1.19% while SPY yields 1.01%, so JPRE currently pays the higher dividend yield.

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