JUSAvsSPYMETF Comparison
VS
JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) and State Street SPDR Portfolio S&P 500 ETF (SPYM) 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 0.02% for SPYM. JUSA is up 8.31% year-to-date (YTD) with +$634M in YTD flows. SPYM performs better with 8.97% YTD performance, and +$51.59B in YTD flows. Run a side-by-side ETF comparison of JUSA and SPYM 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 SPYM 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 SPYM | +0.92%+0.80% | +3.09%+3.73% | +8.31%+8.97% | +16.60%+17.85% | n/a+69.28% | n/a+79.88% |
| Flows | JUSA SPYM | +$255M+$10.28B | +$628M+$19.25B | +$634M+$51.59B | +$637M+$63.54B | -+$107.38B | -+$114.61B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUSA SPYM | +12.56%+12.87% | +12.50%+12.69% | n/a+15.02% | n/a+16.99% |
| Max drawdown | JUSA SPYM | -4.44%-4.46% | -8.92%-8.89% | n/a-18.74% | n/a-24.50% |
| Max drawdown duration | JUSA SPYM | 52d52d | 63d76d | n/a126d | n/a708d |
Trading data
JUSA | SPYM | |
Last sale 7/27/2026 at 1:30 PM | $66.57 | |
| Previous close 07/24/2026 | $66.63 | |
| Consolidated volume 07/24/2026 | ||
| 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 | SPYM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/27/2026 at 1:30 PM
Live
Closed
JUSA | SPYM | |
|---|---|---|
| Last price | $66.57 | – |
| 1D performance | -0.09% | – |
| AuM | $664.28 M | $159.54 B |
| E/R | 0.18% | 0.02% |
Characteristics
JUSA | SPYM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | State Street Investment Management |
| Benchmark | - | S&P 500 Index |
| N° of holdings | 244 | 498 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 13, 2025 | November 8, 2005 |
| ESG | No | No |
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Exposure
Countries
JUSA
USA
96.06%
Other
3.94%
SPYM
USA
98.27%
Other
1.73%
Sectors
JUSA
Technology
44.88%
Finance
14.06%
Consumer Non-Cycl.
8.84%
Healthcare
8.64%
Industrials
8.02%
Other
15.56%
SPYM
Technology
46.16%
Finance
13.26%
Consumer Non-Cycl.
8.85%
Healthcare
8.74%
Industrials
8.01%
Other
14.97%
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Diversification
JUSA
Total weight of top 15 holdings out of 15
43.79%
SPYM
Total weight of top 15 holdings out of 15
43.48%
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%
SPYM
NVIDIA Corp.
7.57%
Apple, Inc.
6.64%
Microsoft Corp.
4.33%
Amazon.com, Inc.
3.65%
Alphabet, Inc.
3.27%
Broadcom Inc.
2.79%
Alphabet, Inc.
2.61%
Micron Technology, Inc.
2.03%
Meta Platforms, Inc.
1.93%
Tesla, Inc.
1.85%
Eli Lilly & Co.
1.48%
Advanced Micro Devices, Inc.
1.48%
Berkshire Hathaway, Inc.
1.43%
JPMorgan Chase & Co.
1.37%
Intel Corp.
1.03%
Frequently asked questions about JUSA and SPYM
How have the JUSA and SPYM ETFs performed in 2026?
As of July 24, 2026, JUSA is up 8.31% year-to-date (YTD), while SPYM has returned 8.97%. That puts SPYM better performer ahead so far this year.
Which ETF is attracting more investor money: JUSA or SPYM?
Year-to-date, the JUSA ETF saw +$634M in flows, compared to +$51.59B for SPYM.
Which ETF is more volatile: JUSA or SPYM?
Over the past year, JUSA had a volatility of 12.5%, while SPYM experienced 12.69%.
Which ETF is bigger: JUSA or SPYM?
As of July 24, 2026, JUSA holds $664.28 M in assets under management (AUM), while SPYM manages $159.54 B.
What sectors do the JUSA and SPYM ETFs invest in?
JUSA leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SPYM focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the JUSA ETF and SPYM ETF?
JUSA top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SPYM holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: JUSA or SPYM?
JUSA holds 249 securities with 43.79% of its assets in the top 15. SPYM has 503 securities and a top 15 weight of 43.48%.
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