JTA vs SPY
JTA vs SPY
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JTA vs SPY
Nuveen Tax-Advantaged Total Return Strategy Fund vs State Street SPDR S&P 500 ETF Trust
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Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Quick Verdict
SPY offers more diversification with 505 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: SPY
Side-by-Side Comparison
| Metric | JTA | SPY | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.09% | |
| AUM | - | $821.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 0 | 505 | |
| YTD Return | - | +12.93% | |
| 1Y Return | - | +20.62% | |
| 3Y Return (annualized) | - | +22.00% | |
| 5Y Return (annualized) | - | +13.33% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | - | -56.5% | |
| Fund Family | Nuveen Tax-Advantaged Total Return Strategy Fund | State Street Investment Management | |
| Category | - | Equity | |
| Inception | - | Jan 22, 1993 |
JTA vs SPY Performance
Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) is a ETF from Nuveen Tax-Advantaged Total Return Strategy Fund and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management.
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