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AMJB vs SPY

Comparison between JPMorgan Chase & Company (AMJB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

AMJB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AMJB
$92B
Winner
SPY
$784B
Expense Ratio
AMJB
N/A
SPY
0.09%
Max Drawdown
Winner
AMJB
17.70%
SPY
56.47%
Sharpe Ratio
AMJB
0.61
Winner
SPY
1.54
5Y Beta
AMJB
N/A
SPY
1.00
P/E Ratio
Winner
AMJB
1.55
SPY
27.62
Forward P/E
AMJB
N/A
SPY
21.11
PEG Ratio
AMJB
0.16
SPY
N/A
5Y Dividends CAGR
AMJB
N/A
SPY
6.00%
5Y EPS CAGR
AMJB
15.42%
Winner
SPY
25.30%
Debt to Equity
Winner
AMJB
18.69%
SPY
31.11%
P/S Ratio
AMJB
N/A
SPY
3.49
P/B Ratio
AMJB
N/A
SPY
5.30

AMJB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AMJB
-7.15%
Winner
SPY
-1.37%
3M
AMJB
-2.02%
Winner
SPY
+12.22%
6M
Winner
AMJB
+14.48%
SPY
+7.20%
1Y
AMJB
+13.35%
Winner
SPY
+23.58%
5Y(CAGR)
AMJB
N/A
SPY
+13.19%
10Y(CAGR)
AMJB
N/A
SPY
+15.12%
Max(CAGR)
Winner
AMJB
+11.23%
SPY
+8.44%

AMJB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAMJBSPY
2026+13.80%+7.95%
2025-0.20%+18.00%
2024+10.85%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AMJB vs SPY Drawdown Comparison

The maximum drawdown for AMJB was -17.70%, occurring on Apr 8, 2025. Recovery took 244 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AMJB drawdown is -8.22%. The current SPY drawdown is -3.18%.

RankAMJBSPY
#1-17.70%
Feb 20, 2025 - Feb 10, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.80%
May 19, 2026 - Jun 17, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.17%
Nov 29, 2024 - Jan 16, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.44%
Jul 22, 2024 - Nov 18, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.97%
Mar 26, 2026 - Apr 30, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.46%
Apr 3, 2024 - Jul 2, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.30%
Feb 5, 2025 - Feb 18, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.25%
Jan 21, 2025 - Feb 4, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.00%
Apr 30, 2026 - May 14, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.97%
Feb 23, 2024 - Mar 6, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.38%
Jan 30, 2024 - Feb 15, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.08%
Mar 6, 2024 - Mar 20, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.70%
Feb 20, 2026 - Mar 2, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.53%
Mar 2, 2026 - Mar 19, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.31%
Jul 3, 2024 - Jul 15, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AMJB and SPY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

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