JPUS vs SPY

Quick Verdict

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

Lower Fees: SPYHigher Returns: JPUSMore Diversified: SPY

Side-by-Side Comparison

MetricJPUSSPYWinner
Expense Ratio0.18%0.09%
AUM$459M$789.1B
Dividend Yield2.25%1.01%
Holdings377505
YTD Return+16.49%+13.39%
1Y Return+23.72%+22.52%
3Y Return (annualized)+15.83%+21.36%
5Y Return (annualized)+10.05%+13.19%
Volatility (annualized)15.1%15.3%
Max Drawdown-38.7%-56.5%
Fund FamilyJ.P. Morgan Asset ManagementState Street Investment Management
CategoryEquityEquity
InceptionSep 29, 2015Jan 22, 1993

JPUS vs SPY Performance

JPMorgan Diversified Return US Equity ETF (JPUS) 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 JPUS returned +23.72% while SPY returned +22.52%. Year to date, JPUS is up 16.49% versus a gain of 13.39% for SPY.

Over three years, JPUS compounded at +15.83% per year against +21.36% for SPY; over five years the annualized figures are +10.05% and +13.19% respectively. Across the full 11-year window we track, JPUS has the edge at +11.32% annualized vs +8.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.1% for JPUS. 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 -38.7% for JPUS 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JPUS charges 0.18% per year while SPY charges 0.09%. On a $10,000 position that is $18 vs $9 annually, a gap of $9 per year that compounds over a long holding period. On income, JPUS currently yields 2.25% against 1.01% for SPY.

Holdings Overlap

25.6%overlap

JPUS and SPY share 221 holdings out of 653 unique holdings combined, representing a 25.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JPUSWeight in SPYDifference
NVDA0.41%7.31%6.90%
AAPL0.38%7.09%6.71%
MSFT0.30%4.43%4.13%
GOOGLProProPro
AVGOProProPro
METAProProPro
BRK.BProProPro
JNJProProPro
XOMProProPro
AMATProProPro
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Frequently Asked Questions

Which is cheaper, JPUS or SPY?

JPUS has an expense ratio of 0.18% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, JPUS or SPY?

Over the past year JPUS returned +23.72% vs +22.52% for SPY, so JPUS leads on 1-year performance. Over the longest common window we track (11 years), JPUS annualized +11.32% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, JPUS or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 15.1% for JPUS. Worst drawdown: JPUS -38.7% vs SPY -56.5%.

Should I hold both JPUS and SPY?

JPUS and SPY have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between JPUS and SPY?

JPUS and SPY share 221 common holdings with a 25.6% weight overlap. Combined, they hold 653 unique securities.

Which pays a higher dividend, JPUS or SPY?

JPUS yields 2.25% while SPY yields 1.01%, so JPUS currently pays the higher dividend yield.

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