PJFM vs SPY

PJFM vs SPY
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricPJFMSPYWinner
Expense Ratio0.49%0.09%
AUM$21M$821.1B
Dividend Yield0.58%1.01%
Holdings45505
YTD Return+7.83%+12.68%
1Y Return+13.85%+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)15.5%15.3%
Max Drawdown-22.8%-56.5%
Fund FamilyPGIM InvestmentsState Street Investment Management
CategoryEquityEquity
InceptionDec 14, 2023Jan 22, 1993

PJFM vs SPY Performance

PGIM Jennison Focused Mid-Cap ETF (PJFM) is a ETF from PGIM Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year PJFM returned +13.85% while SPY returned +21.82%. Year to date, PJFM is up 7.83% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

PJFM has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -22.8% for PJFM 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PJFM charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, PJFM currently yields 0.58% against 1.01% for SPY.

Holdings Overlap

0.6%overlap

PJFM and SPY share 10 holdings out of 541 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PJFMWeight in SPYDifference
NI4.83%0.03%4.80%
CBRE3.34%0.07%3.27%
MCHP3.04%0.07%2.97%
CMSProProPro
KEYSProProPro
LITEProProPro
RLProProPro
NDSNProProPro
GNRCProProPro
MPWRProProPro
FundXLS Pro
See the top 10 holdings PJFM shares with SPY
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, PJFM or SPY?

PJFM has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, PJFM or SPY?

Over the past year PJFM returned +13.85% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), PJFM annualized +11.39% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, PJFM or SPY?

PJFM has been the more volatile fund at 15.5% annualized versus 15.3% for SPY. Worst drawdown: PJFM -22.8% vs SPY -56.5%.

Should I hold both PJFM and SPY?

PJFM and SPY have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PJFM and SPY?

PJFM and SPY share 10 common holdings with a 0.6% weight overlap. Combined, they hold 541 unique securities.

Which pays a higher dividend, PJFM or SPY?

PJFM yields 0.58% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free