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 Healthcare. JUSA is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.0945% for SPY. JUSA is up 10.78% year-to-date (YTD) with +$695M in YTD flows. SPY performs better with 12.32% YTD performance, and +$15.19B 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 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JUSA SPY | -1.32%-1.01% | +2.36%+3.16% | +10.78%+12.32% | +12.77%+14.35% | n/a+87.35% | n/a+78.47% |
| Flows | JUSA SPY | +$29M+$16.01B | +$281M+$7.31B | +$695M+$15.19B | +$697M+$36.37B | -+$77.79B | -+$85.15B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUSA SPY | +10.86%+10.98% | +12.55%+12.74% | n/a+14.94% | n/a+16.98% |
| Max drawdown | JUSA SPY | -3.50%-3.03% | -8.92%-8.89% | n/a-18.74% | n/a-24.50% |
| Max drawdown duration | JUSA SPY | 71d53d | 63d76d | n/a126d | n/a708d |
Trading data
JUSA | SPY | |
Last sale 10/23/2026 at 1:30 PM | $68.00 | $759.97 |
| Previous close 10/22/2026 | $68.38 | $763.96 |
| Consolidated volume 10/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 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 10/23/2026 at 1:30 PM
Live
Closed
JUSA | SPY | |
|---|---|---|
| Last price | $68.00 | $759.97 |
| 1D performance | -0.56% | -0.52% |
| AuM | $739.34 M | $807.94 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 | 249 | 497 |
| 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
95.91%
Other
4.09%
SPY
USA
96.4%
Other
3.6%
Sectors
JUSA
Technology
45.27%
Finance
14.33%
Healthcare
8.93%
Consumer Non-Cycl.
8.77%
Industrials
7.26%
Other
15.44%
SPY
Technology
45.23%
Finance
13.62%
Healthcare
9.08%
Consumer Non-Cycl.
8.88%
Industrials
7.46%
Other
15.72%
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Diversification
JUSA
Total weight of top 15 holdings out of 15
45.15%
SPY
Total weight of top 15 holdings out of 15
44.11%
Top 15 holdings
Data as of August 31, 2026
JUSA
NVIDIA Corp.
8.71%
Apple, Inc.
6.70%
Microsoft Corp.
6.15%
Amazon.com, Inc.
4.15%
Alphabet, Inc.
3.04%
Broadcom Inc.
2.77%
Alphabet, Inc.
2.40%
Meta Platforms, Inc.
1.99%
Micron Technology, Inc.
1.70%
ExxonMobil Holdings Corp.
1.30%
Johnson & Johnson
1.29%
Tesla, Inc.
1.29%
Eli Lilly & Co.
1.25%
Berkshire Hathaway, Inc.
1.24%
Visa, Inc.
1.18%
SPY
NVIDIA Corp.
8.07%
Apple, Inc.
7.03%
Microsoft Corp.
5.69%
Amazon.com, Inc.
3.84%
Alphabet, Inc.
3.00%
Broadcom Inc.
2.65%
Alphabet, Inc.
2.39%
Meta Platforms, Inc.
1.90%
Micron Technology, Inc.
1.63%
Tesla, Inc.
1.56%
JPMorgan Chase & Co.
1.44%
Berkshire Hathaway, Inc.
1.40%
Eli Lilly & Co.
1.38%
Advanced Micro Devices, Inc.
1.16%
Johnson & Johnson
0.97%
Frequently asked questions about JUSA and SPY
How have the JUSA and SPY ETFs performed in 2026?
As of October 23, 2026, JUSA is up 10.78% year-to-date (YTD), while SPY has returned 12.32%. 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 +$695M in flows, compared to +$15.19B for SPY.
Which ETF is more volatile: JUSA or SPY?
Over the past year, JUSA had a volatility of 12.55%, while SPY experienced 12.74%.
Which ETF is bigger: JUSA or SPY?
As of October 23, 2026, JUSA holds $739.34 M in assets under management (AUM), while SPY manages $807.94 B.
What sectors do the JUSA and SPY ETFs invest in?
JUSA leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SPY focuses on Technology, Finance and Healthcare.
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 251 securities with 45.15% of its assets in the top 15. SPY has 500 securities and a top 15 weight of 44.11%.
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Latest news about JUSA & SPY
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The Weekly ETF Market Monitor (August 24-28, 2026)
August 31, 2026
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The Weekly ETF Market Monitor (August 24-28, 2026)
August 31, 2026
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The Weekly ETF Market Monitor (August 17-21, 2026)
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