JCPB vs SPTM
Comparison between JPMORGAN CORE PLUS BOND ETF (JCPB, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM, ETF).
5-Year PerformanceSPTM has outperformed JCPB, delivering a return of +12.7% compared to +0.8%
JCPB vs SPTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCPB
$14B
SPTM
$14B
Expense Ratio
JCPB
0.37%
Winner
SPTM
0.03%
Max Drawdown
Winner
JCPB
22.96%
SPTM
55.96%
Sharpe Ratio
JCPB
0.21
Winner
SPTM
1.27
5Y Beta
Winner
JCPB
0.05
SPTM
0.97
P/E Ratio
JCPB
N/A
SPTM
25.45
Forward P/E
JCPB
N/A
SPTM
19.85
5Y Dividends CAGR
Winner
JCPB
7.48%
SPTM
7.12%
5Y EPS CAGR
JCPB
N/A
SPTM
24.14%
Debt to Equity
JCPB
N/A
SPTM
29.60%
P/S Ratio
JCPB
N/A
SPTM
3.11
P/B Ratio
JCPB
N/A
SPTM
4.77
JCPB vs SPTM - Holdings Comparison
JCPB and SPTM have 1 common holdings. Overlap is -0.10%
JCPB's top 25 holdings weight is 40.80%. SPTM's top 25 holdings weight is 47.63%.
| Rank | JCPB | SPTM |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | NVIDIA CORP (NVDA) - 7.15% |
| #2 | n/a (n/a) - 4.59% | APPLE INC (AAPL) - 6.31% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | MICROSOFT CORP (MSFT) - 5.66% |
| #4 | n/a (n/a) - 2.95% | AMAZON.COM INC (AMZN) - 3.52% |
| #5 | n/a (n/a) - 2.90% | ALPHABET INC CLASS A (GOOGL) - 2.85% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | BROADCOM INC (AVGO) - 2.57% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | ALPHABET INC CLASS C (GOOG) - 2.29% |
| #8 | n/a (n/a) - 1.80% | META PLATFORMS INC CLASS A (META) - 2.26% |
| #9 | n/a (n/a) - 1.35% | TESLA INC (TSLA) - 2.13% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | JPMORGAN CHASE & CO (JPM) - 1.40% |
| #12 | n/a (n/a) - 1.09% | ELI LILLY AND CO (LLY) - 1.33% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | VISA INC CLASS A (V) - 0.93% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | EXXON MOBIL CORP (XOM) - 0.78% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | JOHNSON & JOHNSON (JNJ) - 0.78% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% | WALMART INC (WMT) - 0.76% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | n/a (PLTR) - 0.69% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | ABBVIE INC (ABBV) - 0.63% |
| #20 | n/a (n/a) - 0.67% | NETFLIX INC (NFLX) - 0.62% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | COSTCO WHOLESALE CORP (COST) - 0.60% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | BANK OF AMERICA CORP (BAC) - 0.59% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | ADVANCED MICRO DEVICES INC (AMD) - 0.54% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | THE HOME DEPOT INC (HD) - 0.54% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | PROCTER & GAMBLE CO (PG) - 0.53% |
| Total Holdings | 1670 | 1515 |
JCPB vs SPTM - Historical Returns
Returns include dividend reinvestment.
1M
JCPB
-0.45%
Winner
SPTM
+0.56%
3M
JCPB
-0.54%
Winner
SPTM
+6.46%
6M
JCPB
+0.17%
Winner
SPTM
+9.74%
1Y
JCPB
+4.30%
Winner
SPTM
+20.67%
5Y(CAGR)
JCPB
+0.80%
Winner
SPTM
+12.70%
10Y(CAGR)
JCPB
N/A
SPTM
+14.85%
Max(CAGR)
JCPB
+2.68%
Winner
SPTM
+8.83%
JCPB vs SPTM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | SPTM |
|---|---|---|
| 2026 | +0.38% | +10.53% |
| 2025 | +7.95% | +17.16% |
| 2024 | +3.38% | +24.55% |
| 2023 | +6.57% | +26.02% |
| 2022 | -12.45% | -18.20% |
| 2021 | -0.46% | +30.31% |
| 2020 | +8.93% | +17.02% |
| 2019 | +7.76% | +31.34% |
| 2018 | N/A | -5.72% |
| 2017 | N/A | +20.28% |
| 2016 | N/A | +14.77% |
| 2015 | N/A | +1.05% |
| 2014 | N/A | +14.39% |
| 2013 | N/A | +30.04% |
| 2012 | N/A | +14.09% |
| 2011 | N/A | -0.13% |
| 2010 | N/A | +15.00% |
| 2009 | N/A | +24.27% |
| 2008 | N/A | -35.95% |
| 2007 | N/A | +5.42% |
| 2006 | N/A | +13.22% |
| 2005 | N/A | +8.08% |
| 2004 | N/A | +10.82% |
| 2003 | N/A | +22.72% |
| 2002 | N/A | -21.86% |
| 2001 | N/A | -7.31% |
| 2000 | N/A | -2.67% |
JCPB vs SPTM Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.
The current JCPB drawdown is -1.73%. The current SPTM drawdown is -0.94%.
| Rank | JCPB | SPTM |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -54.81% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -40.96% Nov 7, 2000 - Nov 23, 2005 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -34.65% Feb 19, 2020 - Aug 17, 2020 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -24.15% Jan 4, 2022 - Dec 13, 2023 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -20.19% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -18.87% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -14.80% Jun 22, 2015 - Jun 8, 2016 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -10.29% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -9.79% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -9.46% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -9.44% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -8.69% Feb 9, 2026 - Apr 14, 2026 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -8.36% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -8.35% May 8, 2006 - Sep 26, 2006 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -7.50% Sep 19, 2014 - Oct 31, 2014 |
Correlation
Correlation between JCPB and SPTM is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (2000 - 2026)
JCPB vs SPTM dividend yield comparison.
| Year | JCPB | SPTM |
|---|---|---|
| 2026 | 2.43% | 0.53% |
| 2025 | 4.90% | 1.13% |
| 2024 | 5.16% | 1.28% |
| 2023 | 4.32% | 1.44% |
| 2022 | 3.01% | 1.69% |
| 2021 | 2.19% | 1.25% |
| 2020 | 2.97% | 1.56% |
| 2019 | 3.01% | 1.72% |
| 2018 | 0.00% | 1.90% |
| 2017 | 0.00% | 1.66% |
| 2016 | 0.00% | 1.91% |
| 2015 | 0.00% | 1.92% |
| 2014 | 0.00% | 2.08% |
| 2013 | 0.00% | 1.63% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.82% |
| 2010 | 0.00% | 1.19% |
| 2009 | 0.00% | 1.68% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 1.60% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.62% |
| 2004 | 0.00% | 1.80% |
| 2003 | 0.00% | 1.42% |
| 2002 | 0.00% | 1.48% |
| 2001 | 0.00% | 1.33% |
| 2000 | 0.00% | 0.24% |
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