AMJB vs SPY

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

AMJB vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMJB(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$95B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	17.70%	56.47%
Sharpe Ratio	1.41	2.07
5Y Beta	N/A	1.00
P/E Ratio	1.60	28.24
Forward P/E	N/A	21.85
PEG Ratio	0.16	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	15.42%	25.79%
Debt to Equity	18.69%	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Market Cap / Net Assets

AMJB

$95B

Winner

SPY

$652B

Expense Ratio

AMJB

N/A

SPY

0.09%

Max Drawdown

Winner

AMJB

17.70%

SPY

56.47%

Sharpe Ratio

AMJB

1.41

Winner

SPY

2.07

5Y Beta

AMJB

N/A

SPY

1.00

P/E Ratio

Winner

AMJB

1.60

SPY

28.24

Forward P/E

AMJB

N/A

SPY

21.85

PEG Ratio

AMJB

0.16

SPY

N/A

5Y Dividends CAGR

AMJB

N/A

SPY

5.43%

5Y EPS CAGR

AMJB

15.42%

Winner

SPY

25.79%

Debt to Equity

Winner

AMJB

18.69%

SPY

22.35%

P/S Ratio

AMJB

N/A

SPY

3.55

P/B Ratio

AMJB

N/A

SPY

5.29

AMJB vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AMJB	SPY
1 month	+2.52%	+9.11%
3 months	+8.06%	+6.59%
6 months	+21.89%	+10.56%
1 year	+27.85%	+32.04%
5 years(CAGR)	N/A	+13.35%
10 years(CAGR)	N/A	+15.49%
Max(CAGR)	+20.43%	+8.50%

AMJB

+2.52%

Winner

SPY

+9.11%

Winner

AMJB

+8.06%

SPY

+6.59%

Winner

AMJB

+21.89%

SPY

+10.56%

AMJB

+27.85%

Winner

SPY

+32.04%

5Y(CAGR)

AMJB

N/A

SPY

+13.35%

10Y(CAGR)

AMJB

N/A

SPY

+15.49%

Max(CAGR)

Winner

AMJB

+20.43%

SPY

+8.50%

AMJB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMJB	SPY
2026	+18.86%	+8.27%
2025	+6.25%	+18.00%
2024	+17.92%	+25.59%
2023	N/A	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

AMJB vs SPY Drawdown Comparison

The maximum drawdown for AMJB was -16.98%, occurring on Apr 8, 2025. Recovery took 196 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 -2.02%.

Rank	AMJB	SPY
#1	-16.98% Apr 2, 2025 - Jan 13, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-9.17% Nov 29, 2024 - Jan 16, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-8.44% Jul 22, 2024 - Nov 6, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-7.97% Mar 26, 2026 - Apr 30, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-6.46% Apr 3, 2024 - Jun 24, 2024	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-5.64% Feb 20, 2025 - Mar 26, 2025	-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 6, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-2.38% Jan 30, 2024 - Feb 15, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-2.08% Mar 6, 2024 - Mar 20, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-1.70% Feb 20, 2026 - Mar 2, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-1.59% Jan 29, 2026 - Feb 4, 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	-1.46% Feb 23, 2024 - Mar 1, 2024	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AMJB and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (1999 - 2026)

AMJB vs SPY dividend yield comparison.

Year	AMJB	SPY
2026	1.41%	0.24%
2025	6.52%	1.07%
2024	5.99%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%