JBND vs SPYD

Comparison between JPMORGAN ACTIVE BOND ETF (JBND, ETF) and SPDR(R) PORTFOLIO S&P 500 HIGH DIVIDEND ETF (SPYD, ETF).

JBND vs SPYD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JBND(ETF)	SPYD(ETF)
Net Assets	$7.40B	$7.40B
Expense Ratio	0.25%	0.07%
Max Drawdown	5.89%	47.32%
Sharpe Ratio	0.58	0.84
5Y Beta	0.01	0.51
P/E Ratio	N/A	24.36
Forward P/E	N/A	13.59
PEG Ratio	N/A	0.47
5Y Dividends CAGR	N/A	5.15%
5Y EPS CAGR	N/A	5.62%
Debt to Equity	N/A	-40.90%
P/S Ratio	N/A	1.34
P/B Ratio	N/A	1.84

Net Assets

JBND

$7.40B

SPYD

$7.40B

Expense Ratio

JBND

0.25%

Winner

SPYD

0.07%

Max Drawdown

Winner

JBND

5.89%

SPYD

47.32%

Sharpe Ratio

JBND

0.58

Winner

SPYD

0.84

5Y Beta

Winner

JBND

0.01

SPYD

0.51

P/E Ratio

JBND

N/A

SPYD

24.36

Forward P/E

JBND

N/A

SPYD

13.59

PEG Ratio

JBND

N/A

SPYD

0.47

5Y Dividends CAGR

JBND

N/A

SPYD

5.15%

5Y EPS CAGR

JBND

N/A

SPYD

5.62%

Debt to Equity

JBND

N/A

SPYD

-40.90%

P/S Ratio

JBND

N/A

SPYD

1.34

P/B Ratio

JBND

N/A

SPYD

1.84

JBND vs SPYD - Historical Returns

Returns include dividend reinvestment.

Period	JBND	SPYD
1 month	-0.59%	+1.86%
3 months	-1.43%	-2.04%
6 months	+0.74%	+10.69%
1 year	+6.05%	+14.68%
5 years(CAGR)	N/A	+7.15%
10 years(CAGR)	N/A	+8.80%
Max(CAGR)	+7.43%	+9.07%

JBND

-0.59%

Winner

SPYD

+1.86%

Winner

JBND

-1.43%

SPYD

-2.04%

JBND

+0.74%

Winner

SPYD

+10.69%

JBND

+6.05%

Winner

SPYD

+14.68%

5Y(CAGR)

JBND

N/A

SPYD

+7.15%

10Y(CAGR)

JBND

N/A

SPYD

+8.80%

Max(CAGR)

JBND

+7.43%

Winner

SPYD

+9.07%

JBND vs SPYD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JBND	SPYD
2026	+0.16%	+7.98%
2025	+8.10%	+4.95%
2024	+3.61%	+13.90%
2023	+7.75%	+3.67%
2022	N/A	-1.93%
2021	N/A	+35.01%
2020	N/A	-10.84%
2019	N/A	+21.98%
2018	N/A	-5.21%
2017	N/A	+11.68%
2016	N/A	+25.61%
2015	N/A	-2.59%

JBND vs SPYD Drawdown Comparison

The maximum drawdown for JBND was -4.48%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.

The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.

The current JBND drawdown is -1.93%. The current SPYD drawdown is -2.04%.

Rank	JBND	SPYD
#1	-4.48% Sep 16, 2024 - Apr 3, 2025	-46.38% Jan 16, 2020 - Feb 24, 2021
#2	-3.23% Feb 1, 2024 - Jun 13, 2024	-22.20% Apr 20, 2022 - Jul 11, 2024
#3	-2.64% Feb 27, 2026 - Mar 27, 2026	-16.15% Nov 27, 2024 - Jan 14, 2026
#4	-2.62% Apr 4, 2025 - Jun 26, 2025	-13.63% Aug 20, 2018 - Feb 19, 2019
#5	-1.94% Oct 13, 2023 - Nov 2, 2023	-9.68% Nov 3, 2015 - Mar 2, 2016
#6	-1.49% Dec 27, 2023 - Feb 1, 2024	-9.60% Jan 26, 2018 - Aug 3, 2018
#7	-1.24% Jun 18, 2024 - Jul 5, 2024	-9.20% Jun 8, 2021 - Nov 15, 2021
#8	-1.14% Jul 1, 2025 - Jul 29, 2025	-8.71% Jul 3, 2019 - Sep 11, 2019
#9	-1.11% Oct 22, 2025 - Nov 25, 2025	-7.72% Apr 12, 2019 - Jul 3, 2019
#10	-1.09% Aug 5, 2024 - Aug 20, 2024	-7.05% Feb 13, 2026 - Mar 20, 2026
#11	-0.87% Nov 26, 2025 - Jan 14, 2026	-6.76% Nov 15, 2021 - Dec 27, 2021
#12	-0.75% Jul 17, 2024 - Jul 30, 2024	-6.34% Sep 7, 2016 - Nov 15, 2016
#13	-0.72% Sep 16, 2025 - Oct 10, 2025	-5.54% Jan 14, 2022 - Mar 25, 2022
#14	-0.70% Jan 14, 2026 - Feb 5, 2026	-5.01% Sep 11, 2019 - Oct 22, 2019
#15	-0.58% Nov 8, 2023 - Nov 14, 2023	-4.56% Mar 15, 2021 - Apr 15, 2021

Correlation

Correlation between JBND and SPYD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2015 - 2026)

JBND vs SPYD dividend yield comparison.

Year	JBND	SPYD
2026	1.43%	0.97%
2025	4.42%	4.52%
2024	4.58%	4.31%
2023	1.00%	4.66%
2022	0.00%	5.01%
2021	0.00%	3.68%
2020	0.00%	4.95%
2019	0.00%	4.42%
2018	0.00%	4.75%
2017	0.00%	4.63%
2016	0.00%	4.34%
2015	0.00%	1.13%