JUSAvsSPYETF Comparison
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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. JUSA's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, SPY's top sector exposures are Information Technology, Financials and Communication Services. JUSA is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.0945% for SPY. JUSA is up 5.12% year-to-date (YTD) with +$6M in YTD flows. SPY performs better with 5.16% YTD performance, and -$19.80B 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 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JUSA SPY | +12.78%+12.70% | +3.17%+3.09% | +5.12%+5.16% | +30.97%+31.23% | n/a+80.19% | n/a+83.43% |
| Flows | JUSA SPY | +$2M+$10.05B | +$6M-$5.25B | +$6M-$19.80B | +$12M-$13.53B | -+$41.24B | -+$71.58B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUSA SPY | +14.95%+15.20% | +12.42%+12.46% | n/a+14.90% | n/a+16.92% |
| Max drawdown | JUSA SPY | -8.92%-8.89% | -8.92%-8.89% | n/a-18.74% | n/a-24.50% |
| Max drawdown duration | JUSA SPY | 63d76d | 63d76d | n/a126d | n/a708d |
Trading data
JUSA | SPY | |
Last sale 4/28/2026 at 1:30 PM | $64.38 | $711.69 |
| Previous close 04/27/2026 | $64.68 | $715.17 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 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 4/28/2026 at 1:30 PM
Live
Closed
JUSA | SPY | |
|---|---|---|
| Last price | $64.38 | $711.69 |
| 1D performance | -0.45% | -0.49% |
| AuM | $35.58 M | $726.31 B |
| E/R | 0.2% | 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 | 227 | 478 |
| 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
95.52%
Other
4.48%
SPY
USA
96.95%
Other
3.05%
Sectors
JUSA
Information Techn.
34.24%
Consumer Discreti.
10.87%
Communication Ser.
9.82%
Financials
9.79%
Health Care
9.45%
Industrials
8.38%
Other
17.46%
SPY
Information Techn.
33.93%
Financials
10.39%
Communication Ser.
10.23%
Consumer Discreti.
10.01%
Health Care
9.32%
Industrials
8.33%
Other
17.78%
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Diversification
JUSA
Total weight of top 15 holdings out of 15
43.68%
SPY
Total weight of top 15 holdings out of 15
42.5%
Top 15 holdings
Data as of March 31, 2026
JUSA
NVIDIA
7.87%
APPLE
6.84%
MICROSOFT-T
5.20%
AMAZON.COM INC
3.91%
ALPHABET INC-CL
2.94%
BROADCOM LIMITED
2.77%
META PLATFORMS
2.27%
ALPHABET INC-CL
2.10%
TESLA
1.78%
EXXON
1.73%
BERKSHIRE HATHWAY
1.47%
JOHNSON&JOHNSON
1.36%
VISA INCORPORATION
1.20%
MASTERCARD
1.12%
LILLY
1.11%
SPY
NVIDIA
7.58%
APPLE
6.66%
MICROSOFT-T
4.91%
AMAZON.COM INC
3.64%
ALPHABET INC-CL
2.99%
BROADCOM LIMITED
2.62%
ALPHABET INC-CL
2.40%
META PLATFORMS
2.24%
TESLA
1.87%
BERKSHIRE HATHWAY
1.57%
JPMORGAN CHASE
1.42%
LILLY
1.30%
EXXON
1.27%
JOHNSON&JOHNSON
1.05%
WALMART INC
0.97%
Frequently asked questions about JUSA and SPY
How have the JUSA and SPY ETFs performed in 2026?
As of April 27, 2026, JUSA is up 5.12% year-to-date (YTD), while SPY has returned 5.16%. 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 +$6M in flows, compared to -$19.80B for SPY.
Which ETF is more volatile: JUSA or SPY?
Over the past year, JUSA had a volatility of 12.42%, while SPY experienced 12.46%.
Which ETF is bigger: JUSA or SPY?
As of April 27, 2026, JUSA holds $35.58 M in assets under management (AUM), while SPY manages $726.31 B.
What sectors do the JUSA and SPY ETFs invest in?
JUSA leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, SPY focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the JUSA ETF and SPY ETF?
JUSA top holdings include NVIDIA, APPLE and MICROSOFT-T. SPY holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: JUSA or SPY?
JUSA holds 238 securities with 43.68% of its assets in the top 15. SPY has 502 securities and a top 15 weight of 42.5%.
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