StockComparison Logo
vs

JCPB vs SPY

Comparison between JPMORGAN CORE PLUS BOND ETF (JCPB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JCPB, delivering a return of +13.2% compared to +1.1%

JCPB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JCPB
$12B
Winner
SPY
$784B
Expense Ratio
JCPB
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
JCPB
22.96%
SPY
56.47%
Sharpe Ratio
JCPB
0.47
Winner
SPY
1.54
5Y Beta
Winner
JCPB
0.05
SPY
1.00
P/E Ratio
JCPB
N/A
SPY
27.62
Forward P/E
JCPB
N/A
SPY
21.11
5Y Dividends CAGR
Winner
JCPB
7.91%
SPY
6.00%
5Y EPS CAGR
JCPB
N/A
SPY
25.30%
Debt to Equity
JCPB
N/A
SPY
31.11%
P/S Ratio
JCPB
N/A
SPY
3.49
P/B Ratio
JCPB
N/A
SPY
5.30

JCPB vs SPY - Holdings Comparison

JCPB and SPY have 1 common holdings. Overlap is -0.10%

JCPB's top 25 holdings weight is 40.80%. SPY's top 25 holdings weight is 51.24%.

RankJCPBSPY
#1
n/a (n/a) - 7.61%
NVIDIA CORP (NVDA) - 7.81%
#2
n/a (n/a) - 4.59%
APPLE INC (AAPL) - 6.81%
#3
UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21%
MICROSOFT CORP (MSFT) - 4.53%
#4
n/a (n/a) - 2.95%
AMAZON.COM INC (AMZN) - 3.72%
#5
n/a (n/a) - 2.90%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31%
BROADCOM INC (AVGO) - 2.77%
#7
FREMF MORTGAGE TRUST 0% (n/a) - 1.84%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
n/a (n/a) - 1.80%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
n/a (n/a) - 1.35%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24%
TESLA INC (TSLA) - 1.76%
#11
FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
n/a (n/a) - 1.09%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09%
ELI LILLY AND CO (LLY) - 1.38%
#14
U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74%
EXXON MOBIL CORP (XOM) - 0.92%
#16
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70%
VISA INC CLASS A (V) - 0.87%
#18
UNITED STATES TREASURY BONDS 3% (n/a) - 0.68%
INTEL CORP (INTC) - 0.85%
#19
UNITED STATES TREASURY BONDS 4% (n/a) - 0.68%
WALMART INC (WMT) - 0.82%
#20
n/a (n/a) - 0.67%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
OTCBA FINRA CASH AT BROKER (n/a) - 0.52%
CATERPILLAR INC (CAT) - 0.68%
#24
UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings1670505

JCPB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JCPB
+0.75%
SPY
-1.37%
3M
JCPB
+0.95%
Winner
SPY
+12.22%
6M
JCPB
+1.01%
Winner
SPY
+7.20%
1Y
JCPB
+5.28%
Winner
SPY
+23.58%
5Y(CAGR)
JCPB
+1.10%
Winner
SPY
+13.19%
10Y(CAGR)
JCPB
N/A
SPY
+15.12%
Max(CAGR)
JCPB
+2.78%
Winner
SPY
+8.44%

JCPB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJCPBSPY
2026+0.94%+7.95%
2025+7.95%+18.00%
2024+3.38%+25.59%
2023+6.57%+26.72%
2022-12.45%-18.64%
2021-0.46%+30.52%
2020+8.93%+17.28%
2019+7.76%+31.09%
2018N/A-5.24%
2017N/A+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%

JCPB vs SPY Drawdown Comparison

The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.

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

The current JCPB drawdown is -1.18%. The current SPY drawdown is -3.18%.

RankJCPBSPY
#1-16.68%
Sep 14, 2021 - Aug 1, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-6.03%
Mar 6, 2020 - Jun 23, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.48%
Dec 31, 2020 - Aug 2, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.71%
Feb 27, 2026 - May 19, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.12%
Sep 5, 2019 - Oct 3, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.97%
Oct 7, 2019 - Jan 24, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.49%
Aug 4, 2020 - Nov 30, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.05%
Oct 28, 2025 - Nov 25, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.88%
Aug 3, 2021 - Sep 14, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.83%
Nov 26, 2025 - Jan 13, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.71%
Jul 5, 2019 - Aug 2, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.68%
Sep 16, 2025 - Oct 13, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.65%
Jan 14, 2026 - Feb 5, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.56%
Apr 1, 2019 - May 7, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.53%
Jan 31, 2020 - Feb 10, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JCPB and SPY is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (1999 - 2026)

JCPB vs SPY dividend yield comparison.

YearJCPBSPY
20262.02%0.50%
20254.90%1.07%
20245.16%1.21%
20234.32%1.40%
20223.01%1.65%
20212.19%1.20%
20202.97%1.52%
20193.01%1.75%
20180.00%2.04%
20170.00%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%

Select Stocks to Compare

Popular: JCPB vs SPY

More Comparisons

Compare with similar stocks