JLCO vs SPYM

JLCO vs SPYM

Which is better, JLCO or SPYM?

SPYM costs less.

SPYM has a lower expense ratio. SPYM is less concentrated, with 39.0% of the fund in its ten largest positions against 47.1%.

Lower Fees: SPYMLess Concentrated: SPYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricJLCOSPYM
Expense Ratio0.39%0.02%Best
AUM$11M$185.2B
Dividend Yield0.00%1.01%
Holdings108509
YTD Return+2.73%+13.57%Best
1Y Return-+17.53%
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.29%
Top 10 Weight47.1%39.0%Best
Fund FamilyJohn Hancock Investment ManagementState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 14, 2026Nov 8, 2005

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

JLCO vs SPYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare JLCO against instead:JLCO vs SPYJLCO vs QQQJLCO vs VOOJLCO vs VTISPYM against:SPYM vs VXUS

JLCO vs SPYM Performance

John Hancock Large Cap Opportunities ETF (JLCO) is an ETF from John Hancock Investment Management and State Street SPDR Portfolio S&P 500 ETF (SPYM) is an ETF from State Street Investment Management. Year to date, JLCO is up 2.73% versus a gain of 13.57% for SPYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

JLCO charges 0.39% per year while SPYM charges 0.02%. On a $10,000 position that is $39 vs $2 annually, a gap of $37 per year that compounds over a long holding period. On income, JLCO currently yields 0.00% against 1.01% for SPYM.

Holdings Overlap

JLCO already in SPYM81.7%
SPYM already in JLCO37.8%

81.7% of JLCO's money is in holdings SPYM also owns. 37.8% of SPYM's money is in holdings JLCO also owns.

Most of JLCO is already inside SPYM. Owning both mostly buys the same companies twice.

37 positions in common, counted across the 55 positions we hold weights for in JLCO and 505 in SPYM, against full books of 108 and 509.

What only one of them owns

Our book lists 461 positions for SPYM that do not appear in our book for JLCO (61.5% of the fund), and 11 for JLCO that do not appear in SPYM (11.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in JLCOWeight in SPYMDifference
NVDANvidia Corp5.22%8.49%3.27%
MSFTMicrosoft Corp7.94%5.76%2.18%
GOOGLAlphabet Inc6.84%3.02%3.82%
AMZNAmazon.Com Inc6.13%3.70%2.43%
AVGOBroadcom Inc4.47%2.53%1.94%
AMDAdvanced Micro Devices Inc3.97%1.55%2.42%
JPMJpmorgan Chase4.05%1.32%2.73%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity2.63%1.40%1.23%
LLYEli Lilly & Co.2.62%1.37%1.25%
COSTCostco Wholesale Corp.3.22%0.61%2.61%

81.7% of JLCO is already inside SPYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JLCOSPYM

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Frequently Asked Questions

Which is cheaper, JLCO or SPYM?

JLCO has an expense ratio of 0.39% while SPYM charges 0.02%. SPYM is the cheaper option, by $37 a year on a $10,000 investment.

What is the holdings overlap between JLCO and SPYM?

81.7% of JLCO's money is in holdings SPYM also owns. 37.8% of SPYM's is in holdings JLCO also owns. They hold 37 positions in common, counted across the 55 positions we hold weights for in JLCO and 505 in SPYM.

Which pays a higher dividend, JLCO or SPYM?

JLCO yields 0.00% while SPYM yields 1.01%, so SPYM currently pays the higher dividend yield.

Is SPYM better than JLCO?

SPYM has a lower expense ratio. SPYM is less concentrated, with 39.0% of the fund in its ten largest positions against 47.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.