JUSAvsSPYETF Comparison
VS
JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) and State Street SPDR S&P 500 ETF Trust (SPY) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. JUSA is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.0945% for SPY. JUSA is up 8.31% year-to-date (YTD) with +$634M in YTD flows. SPY performs better with 10.2% YTD performance, and +$7.87B in YTD flows. Run a side-by-side ETF comparison of JUSA and SPY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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JUSA vs SPY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JUSA SPY | +0.92%+0.41% | +3.09%+5.33% | +8.31%+10.20% | +16.60%+20.15% | n/a+70.84% | n/a+83.67% |
| Flows | JUSA SPY | +$255M+$28.16B | +$628M+$23.90B | +$634M+$7.87B | +$637M+$15.23B | -+$61.58B | -+$92.67B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUSA SPY | +12.56%+12.71% | +12.50%+12.63% | n/a+15.01% | n/a+16.97% |
| Max drawdown | JUSA SPY | -4.44%-4.46% | -8.92%-8.89% | n/a-18.74% | n/a-24.50% |
| Max drawdown duration | JUSA SPY | 52d50d | 63d76d | n/a126d | n/a708d |
Trading data
JUSA | SPY | |
Last sale 7/24/2026 at 1:30 PM | $66.63 | $738.93 |
| Previous close 07/23/2026 | $66.56 | $738.18 |
| Consolidated volume 07/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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JUSA
is actively managed and doesn’t replicate an indexJUSA | SPY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/24/2026 at 1:30 PM
Live
Closed
JUSA | SPY | |
|---|---|---|
| Last price | $66.63 | $738.93 |
| 1D performance | +0.10% | +0.10% |
| AuM | $664.28 M | $787.67 B |
| E/R | 0.18% | 0.0945% |
Characteristics
JUSA | SPY | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | State Street Investment Management |
| Benchmark | - | S&P 500 Index |
| N° of holdings | 244 | 496 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 13, 2025 | January 22, 1993 |
| ESG | No | No |
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Exposure
Countries
JUSA
USA
96.06%
Other
3.94%
SPY
USA
97.3%
Other
2.7%
Sectors
JUSA
Technology
44.88%
Finance
14.06%
Consumer Non-Cycl.
8.84%
Healthcare
8.64%
Industrials
8.02%
Other
15.56%
SPY
Technology
45.7%
Finance
13.13%
Consumer Non-Cycl.
8.76%
Healthcare
8.66%
Industrials
7.93%
Other
15.81%
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Diversification
JUSA
Total weight of top 15 holdings out of 15
43.79%
SPY
Total weight of top 15 holdings out of 15
43.05%
Top 15 holdings
Data as of June 30, 2026
JUSA
NVIDIA Corp.
7.90%
Apple, Inc.
6.44%
Microsoft Corp.
4.53%
Amazon.com, Inc.
3.86%
Alphabet, Inc.
3.23%
Broadcom Inc.
2.96%
Alphabet, Inc.
2.51%
Micron Technology, Inc.
2.45%
Meta Platforms, Inc.
2.04%
Tesla, Inc.
1.45%
Advanced Micro Devices, Inc.
1.38%
Lam Research Corp.
1.29%
Eli Lilly & Co.
1.27%
Berkshire Hathaway, Inc.
1.26%
Exxon Mobil Corp.
1.21%
SPY
NVIDIA Corp.
7.50%
Apple, Inc.
6.57%
Microsoft Corp.
4.29%
Amazon.com, Inc.
3.61%
Alphabet, Inc.
3.24%
Broadcom Inc.
2.77%
Alphabet, Inc.
2.58%
Micron Technology, Inc.
2.01%
Meta Platforms, Inc.
1.91%
Tesla, Inc.
1.83%
Eli Lilly & Co.
1.47%
Advanced Micro Devices, Inc.
1.47%
Berkshire Hathaway, Inc.
1.42%
JPMorgan Chase & Co.
1.36%
Intel Corp.
1.02%
Frequently asked questions about JUSA and SPY
How have the JUSA and SPY ETFs performed in 2026?
As of July 24, 2026, JUSA is up 8.31% year-to-date (YTD), while SPY has returned 10.2%. That puts SPY better performer ahead so far this year.
Which ETF is attracting more investor money: JUSA or SPY?
Year-to-date, the JUSA ETF saw +$634M in flows, compared to +$7.87B for SPY.
Which ETF is more volatile: JUSA or SPY?
Over the past year, JUSA had a volatility of 12.5%, while SPY experienced 12.63%.
Which ETF is bigger: JUSA or SPY?
As of July 24, 2026, JUSA holds $664.28 M in assets under management (AUM), while SPY manages $787.67 B.
What sectors do the JUSA and SPY ETFs invest in?
JUSA leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SPY focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the JUSA ETF and SPY ETF?
JUSA top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SPY holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: JUSA or SPY?
JUSA holds 249 securities with 43.79% of its assets in the top 15. SPY has 501 securities and a top 15 weight of 43.05%.
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