JUDB vs SPY

JUDB vs SPY

Which is better, JUDB or SPY?

SPY costs less.

SPY has a lower expense ratio.

Lower Fees: SPY

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

MetricJUDBSPY
Expense Ratio0.25%0.09%Best
AUM$13M$804.7B
Dividend Yield0.00%0.98%
Holdings5505
YTD Return+3.10%+12.47%Best
1Y Return-+17.51%
3Y Return (annualized)-+21.18%
5Y Return (annualized)-+12.88%
Fund FamilyAptus ETFsState Street Investment Management
CategoryAlternativeEquity
Style-Large Cap Blend
InceptionMay 5, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JUDB vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

JUDB vs SPY Performance

Aptus July Deep Buffer ETF (JUDB) is an ETF from Aptus ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, JUDB is up 3.10% versus a gain of 12.47% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

JUDB charges 0.25% per year while SPY charges 0.09%. On a $10,000 position that is $25 vs $9 annually, a gap of $16 per year that compounds over a long holding period. On income, JUDB currently yields 0.00% against 0.98% for SPY.

You are not choosing between two funds in isolation.

Whichever of JUDB and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JUDBSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JUDB or SPY?

JUDB has an expense ratio of 0.25% while SPY charges 0.09%. SPY is the cheaper option, by $16 a year on a $10,000 investment.

Which pays a higher dividend, JUDB or SPY?

JUDB yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than JUDB?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.