DGT vs JPSE
Comparison between STATE STREET(R) SPDR(R) GLOBAL DOW ETF (DGT, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF).
5-Year PerformanceDGT has outperformed JPSE, delivering a return of +13.1% compared to +6.9%
DGT vs JPSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGT
$586M
Winner
JPSE
$587M
Expense Ratio
DGT
0.50%
Winner
JPSE
0.29%
Max Drawdown
DGT
58.33%
Winner
JPSE
43.24%
Sharpe Ratio
Winner
DGT
1.81
JPSE
1.54
5Y Beta
Winner
DGT
0.78
JPSE
0.91
P/E Ratio
Winner
DGT
25.48
JPSE
28.52
Forward P/E
DGT
19.54
Winner
JPSE
13.89
PEG Ratio
DGT
0.54
JPSE
N/A
5Y Dividends CAGR
Winner
DGT
16.91%
JPSE
10.43%
5Y EPS CAGR
Winner
DGT
13.28%
JPSE
12.42%
Debt to Equity
DGT
N/A
JPSE
118.48%
P/S Ratio
DGT
2.05
Winner
JPSE
1.10
P/B Ratio
DGT
3.98
Winner
JPSE
1.73
DGT vs JPSE - Holdings Comparison
DGT and JPSE have 1 common holdings. Overlap is 0.00%
DGT's top 25 holdings weight is 25.77%. JPSE's top 25 holdings weight is 12.21%.
| Rank | DGT | JPSE |
|---|---|---|
| #1 | INTEL CORP (INTC) - 2.76% | TTM TECHNOLOGIES INC (TTMI) - 0.63% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 1.74% | STERLING INFRASTRUCTURE INC (STRL) - 0.56% |
| #3 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.35% | SANMINA CORP (SANM) - 0.55% |
| #4 | CATERPILLAR INC (CAT) - 1.19% | VIAVI SOLUTIONS INC (VIAV) - 0.54% |
| #5 | ASML HOLDING NV (n/a) - 1.12% | ONE GAS INC (OGS) - 0.52% |
| #6 | ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 1.08% | ORMAT TECHNOLOGIES INC (ORA) - 0.52% |
| #7 | SOFTBANK GROUP CORP (n/a) - 0.98% | VIASAT INC (VSAT) - 0.52% |
| #8 | FEDEX CORP (FDX) - 0.98% | PEDIATRIX MEDICAL GROUP INC (MD) - 0.52% |
| #9 | n/a (TSM) - 0.97% | SIGNET JEWELERS LTD (SIG) - 0.52% |
| #10 | CISCO SYSTEMS INC (CSCO) - 0.96% | SCORPIO TANKERS INC (STNG) - 0.52% |
| #11 | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.95% | NORTHWEST NATURAL HOLDING CO (NWN) - 0.52% |
| #12 | TELEFONAKTIEBOLAGET L M ERICSSON CLASS B (n/a) - 0.93% | NOVANTA INC (NOVT) - 0.52% |
| #13 | SLB LTD (SLB) - 0.90% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.49% |
| #14 | BHP GROUP LTD (n/a) - 0.89% | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.48% |
| #15 | DUPONT DE NEMOURS INC (DD) - 0.86% | RAMBUS INC (RMBS) - 0.47% |
| #16 | QUALCOMM INC (QCOM) - 0.86% | BENCHMARK ELECTRONICS INC (BHE) - 0.46% |
| #17 | ABB LTD (n/a) - 0.85% | PHOTRONICS INC (PLAB) - 0.46% |
| #18 | ANGLO AMERICAN PLC (n/a) - 0.85% | ARGAN INC (AGX) - 0.45% |
| #19 | ENGIE SA (n/a) - 0.84% | FORMFACTOR INC (FORM) - 0.45% |
| #20 | TOTALENERGIES SE (TTE) - 0.81% | HARMONIC INC (HLIT) - 0.43% |
| #21 | MERCK & CO INC (MRK) - 0.79% | MATERION CORP (MTRN) - 0.43% |
| #22 | SAMSUNG ELECTRONICS CO LTD (n/a) - 0.78% | KAISER ALUMINUM CORP (KALU) - 0.42% |
| #23 | HOWMET AEROSPACE INC (HWM) - 0.78% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.41% |
| #24 | ELI LILLY AND CO (LLY) - 0.78% | GLOBALSTAR INC (GSAT) - 0.41% |
| #25 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 0.77% | PLEXUS CORP (PLXS) - 0.41% |
| Total Holdings | 177 | 504 |
DGT vs JPSE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGT
+1.65%
JPSE
-1.43%
3M
DGT
+6.03%
Winner
JPSE
+6.76%
6M
DGT
+12.20%
Winner
JPSE
+13.80%
1Y
DGT
+28.47%
Winner
JPSE
+30.99%
5Y(CAGR)
Winner
DGT
+13.14%
JPSE
+6.88%
10Y(CAGR)
Winner
DGT
+13.76%
JPSE
+10.46%
Max(CAGR)
DGT
+5.52%
Winner
JPSE
+10.46%
DGT vs JPSE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | DGT | JPSE |
|---|---|---|
| 2026 | +10.08% | +13.69% |
| 2025 | +30.03% | +8.90% |
| 2024 | +14.54% | +8.30% |
| 2023 | +20.34% | +16.10% |
| 2022 | -8.80% | -15.23% |
| 2021 | +21.88% | +29.80% |
| 2020 | +8.54% | +12.62% |
| 2019 | +21.99% | +22.59% |
| 2018 | -10.53% | -8.79% |
| 2017 | +24.07% | +14.33% |
| 2016 | +10.81% | +3.67% |
| 2015 | -3.86% | N/A |
| 2014 | +4.02% | N/A |
| 2013 | +23.45% | N/A |
| 2012 | +11.86% | N/A |
| 2011 | -12.82% | N/A |
| 2010 | +2.85% | N/A |
| 2009 | +19.97% | N/A |
| 2008 | -37.15% | N/A |
| 2007 | +5.86% | N/A |
| 2006 | +17.48% | N/A |
| 2005 | +3.80% | N/A |
| 2004 | +7.15% | N/A |
| 2003 | +21.09% | N/A |
| 2002 | -23.14% | N/A |
| 2001 | -11.47% | N/A |
| 2000 | -9.42% | N/A |
DGT vs JPSE Drawdown Comparison
The maximum drawdown for DGT was -55.36%, occurring on Mar 9, 2009. Recovery took 1614 trading sessions.
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current DGT drawdown is -2.47%. The current JPSE drawdown is -2.19%.
| Rank | DGT | JPSE |
|---|---|---|
| #1 | -55.36% Oct 31, 2007 - Apr 1, 2014 | -43.02% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -46.20% Oct 4, 2000 - Jan 24, 2007 | -25.57% Nov 8, 2021 - Jul 15, 2024 |
| #3 | -34.40% Feb 12, 2020 - Nov 10, 2020 | -25.49% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -25.20% Feb 9, 2022 - Jul 3, 2023 | -23.26% Sep 14, 2018 - Dec 26, 2019 |
| #5 | -21.38% May 18, 2015 - Dec 8, 2016 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -19.38% Jan 29, 2018 - Nov 25, 2019 | -8.40% Mar 15, 2021 - Jun 1, 2021 |
| #7 | -14.67% Feb 18, 2025 - May 12, 2025 | -8.33% Jun 8, 2021 - Oct 20, 2021 |
| #8 | -10.27% Jul 31, 2023 - Dec 13, 2023 | -8.19% Jan 23, 2018 - May 17, 2018 |
| #9 | -9.34% Jul 24, 2014 - Apr 15, 2015 | -8.00% Feb 26, 2026 - Apr 13, 2026 |
| #10 | -8.76% Jul 17, 2007 - Oct 1, 2007 | -5.09% Feb 24, 2021 - Mar 10, 2021 |
| #11 | -8.38% Feb 26, 2026 - Apr 30, 2026 | -4.66% Jul 25, 2017 - Sep 21, 2017 |
| #12 | -7.04% Jul 16, 2024 - Aug 19, 2024 | -4.56% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -6.46% Jun 4, 2021 - Oct 15, 2021 | -4.38% Jan 22, 2021 - Feb 4, 2021 |
| #14 | -6.38% Nov 8, 2021 - Jan 3, 2022 | -4.36% Oct 16, 2024 - Nov 6, 2024 |
| #15 | -5.85% Feb 14, 2007 - Apr 13, 2007 | -4.17% Apr 26, 2017 - Jun 9, 2017 |
Correlation
Correlation between DGT and JPSE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
DGT vs JPSE dividend yield comparison.
| Year | DGT | JPSE |
|---|---|---|
| 2026 | 0.29% | 0.15% |
| 2025 | 2.78% | 1.62% |
| 2024 | 2.83% | 1.66% |
| 2023 | 2.53% | 1.76% |
| 2022 | 3.15% | 1.55% |
| 2021 | 2.66% | 1.24% |
| 2020 | 1.97% | 1.32% |
| 2019 | 2.76% | 1.23% |
| 2018 | 2.50% | 1.18% |
| 2017 | 1.93% | 0.74% |
| 2016 | 2.31% | 0.14% |
| 2015 | 2.37% | 0.00% |
| 2014 | 2.68% | 0.00% |
| 2013 | 2.18% | 0.00% |
| 2012 | 2.37% | 0.00% |
| 2011 | 2.64% | 0.00% |
| 2010 | 2.17% | 0.00% |
| 2009 | 2.57% | 0.00% |
| 2008 | 4.09% | 0.00% |
| 2007 | 2.16% | 0.00% |
| 2006 | 2.02% | 0.00% |
| 2005 | 2.07% | 0.00% |
| 2004 | 1.94% | 0.00% |
| 2003 | 1.85% | 0.00% |
| 2002 | 1.65% | 0.00% |
| 2001 | 1.07% | 0.00% |
| 2000 | 0.17% | 0.00% |
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