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JBGS vs SPY

Comparison between JBG SMITH Properties (JBGS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JBGS, delivering a return of +13.4% compared to -12.1%

JBGS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
JBGS
$870M
Winner
SPY
$784B
Expense Ratio
JBGS
N/A
SPY
0.09%
Max Drawdown
JBGS
70.33%
Winner
SPY
56.47%
Sharpe Ratio
JBGS
-0.49
Winner
SPY
1.56
5Y Beta
Winner
JBGS
0.66
SPY
1.00
Industry
JBGS
Reit - Diversified
SPY
N/A
P/E Ratio
Winner
JBGS
-8.49
SPY
28.29
Forward P/E
JBGS
N/A
SPY
21.75
PEG Ratio
JBGS
-1.86
SPY
N/A
Dividend Yield
JBGS
4.84%
SPY
N/A
5Y Dividends CAGR
JBGS
-4.90%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
JBGS
29.73%
SPY
25.98%
Debt to Equity
Winner
JBGS
0.00%
SPY
30.79%
Free Cash Flow Yield
JBGS
7.33%
SPY
N/A
P/S Ratio
Winner
JBGS
1.79
SPY
3.79
P/B Ratio
Winner
JBGS
0.77
SPY
5.67

JBGS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JBGS
-0.17%
Winner
SPY
+0.48%
3M
JBGS
+1.95%
Winner
SPY
+11.67%
6M
JBGS
-12.87%
Winner
SPY
+9.42%
1Y
JBGS
-16.58%
Winner
SPY
+24.27%
5Y(CAGR)
JBGS
-12.13%
Winner
SPY
+13.36%
10Y(CAGR)
JBGS
-6.61%
Winner
SPY
+15.42%
Max(CAGR)
JBGS
-6.61%
Winner
SPY
+8.49%

JBGS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJBGSSPY
2026-10.87%+8.88%
2025+14.63%+18.00%
2024-5.69%+25.59%
2023-5.79%+26.72%
2022-32.56%-18.64%
2021-1.90%+30.52%
2020-18.18%+17.28%
2019+18.66%+31.09%
2018+3.72%-5.24%
2017-5.49%+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%

JBGS vs SPY Drawdown Comparison

The maximum drawdown for JBGS was -65.32%, occurring on Nov 13, 2023. This drawdown has not yet recovered.

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

The current JBGS drawdown is -54.98%. The current SPY drawdown is -2.35%.

RankJBGSSPY
#1-65.32%
Feb 18, 2020 - Nov 13, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.77%
Nov 19, 2018 - Feb 14, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.49%
Jul 18, 2017 - Apr 30, 2018		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.20%
Apr 12, 2019 - Feb 18, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.90%
Jun 18, 2018 - Nov 5, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.36%
May 9, 2018 - May 29, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.92%
Nov 6, 2018 - Nov 16, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.69%
Mar 15, 2019 - Apr 1, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.67%
Jun 7, 2018 - Jun 18, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.67%
May 30, 2018 - Jun 5, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.05%
Feb 19, 2019 - Mar 4, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.73%
Mar 4, 2019 - Mar 15, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.65%
Apr 30, 2018 - May 7, 2018		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.26%
Apr 8, 2019 - Apr 12, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.70%
May 7, 2018 - May 9, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JBGS and SPY is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70
-101

Dividend Comparison (1999 - 2026)

JBGS vs SPY dividend yield comparison.

YearJBGSSPY
20261.19%0.24%
20254.12%1.07%
20245.69%1.21%
20233.97%1.40%
20224.74%1.65%
20213.13%1.20%
20202.88%1.52%
20192.26%1.75%
20182.87%2.04%
20171.30%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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