MJSC vs SPY
MUFG Japan Small Cap Active ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. MJSC delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | MJSC | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.09% | |
| AUM | $23M | $821.1B | |
| Dividend Yield | 0.54% | 1.01% | |
| Holdings | 97 | 505 | |
| YTD Return | +21.59% | +12.22% | |
| 1Y Return | +22.98% | +20.83% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +12.98% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -12.6% | -56.5% | |
| Fund Family | Mitsubishi UFJ Trust | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Sep 16, 2025 | Jan 22, 1993 |
MJSC vs SPY Performance
MUFG Japan Small Cap Active ETF (MJSC) is a ETF from Mitsubishi UFJ Trust and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year MJSC returned +22.98% while SPY returned +20.83%. Year to date, MJSC is up 21.59% versus a gain of 12.22% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.6% for MJSC and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
MJSC charges 0.85% per year while SPY charges 0.09%. On a $10,000 position that is $85 vs $9 annually, a gap of $76 per year that compounds over a long holding period. On income, MJSC currently yields 0.54% against 1.01% for SPY.
Holdings Overlap
MJSC and SPY share 0 holdings out of 600 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, MJSC or SPY?
MJSC has an expense ratio of 0.85% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, MJSC or SPY?
Over the past year MJSC returned +22.98% vs +20.83% for SPY, so MJSC leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between MJSC and SPY?
MJSC and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 600 unique securities.
Which pays a higher dividend, MJSC or SPY?
MJSC yields 0.54% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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