JCPB vs XLP
Comparison between JPMORGAN CORE PLUS BOND ETF (JCPB, ETF) and STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP, ETF).
5-Year PerformanceXLP has outperformed JCPB, delivering a return of +6.3% compared to +0.8%
JCPB vs XLP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCPB
$14B
XLP
$14B
Expense Ratio
JCPB
0.37%
Winner
XLP
0.08%
Max Drawdown
Winner
JCPB
22.96%
XLP
37.82%
Sharpe Ratio
JCPB
0.21
Winner
XLP
0.27
5Y Beta
Winner
JCPB
0.05
XLP
0.18
P/E Ratio
JCPB
N/A
XLP
29.62
Forward P/E
JCPB
N/A
XLP
20.53
PEG Ratio
JCPB
N/A
XLP
1.11
5Y Dividends CAGR
Winner
JCPB
7.48%
XLP
4.54%
5Y EPS CAGR
JCPB
N/A
XLP
7.04%
Debt to Equity
JCPB
N/A
XLP
222.91%
P/S Ratio
JCPB
N/A
XLP
1.36
P/B Ratio
JCPB
N/A
XLP
5.09
JCPB vs XLP - Holdings Comparison
JCPB and XLP have 1 common holdings. Overlap is -0.10%
JCPB's top 25 holdings weight is 40.80%. XLP's top 25 holdings weight is 92.90%.
| Rank | JCPB | XLP |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | WALMART INC (WMT) - 10.70% |
| #2 | n/a (n/a) - 4.59% | COSTCO WHOLESALE CORP (COST) - 8.82% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | PROCTER & GAMBLE CO (PG) - 7.47% |
| #4 | n/a (n/a) - 2.95% | COCA-COLA CO (KO) - 6.92% |
| #5 | n/a (n/a) - 2.90% | PHILIP MORRIS INTERNATIONAL INC (PM) - 6.11% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | COLGATE-PALMOLIVE CO (CL) - 4.67% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | MONSTER BEVERAGE CORP (MNST) - 4.51% |
| #8 | n/a (n/a) - 1.80% | ALTRIA GROUP INC (MO) - 4.43% |
| #9 | n/a (n/a) - 1.35% | PEPSICO INC (PEP) - 4.31% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.20% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | TARGET CORP (TGT) - 4.06% |
| #12 | n/a (n/a) - 1.09% | KEURIG DR PEPPER INC (KDP) - 2.66% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.57% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | SYSCO CORP (SYY) - 2.50% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | KENVUE INC (KVUE) - 2.32% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% | KIMBERLY-CLARK CORP (KMB) - 2.29% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% | THE KROGER CO (KR) - 2.08% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | CASEY'S GENERAL STORES INC (CASY) - 1.93% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | DOLLAR GENERAL CORP (DG) - 1.73% |
| #20 | n/a (n/a) - 0.67% | THE HERSHEY CO (HSY) - 1.63% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | CHURCH & DWIGHT CO INC (CHD) - 1.49% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | DOLLAR TREE INC (DLTR) - 1.49% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | THE KRAFT HEINZ CO (KHC) - 1.41% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.32% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | GENERAL MILLS INC (GIS) - 1.28% |
| Total Holdings | 1670 | 38 |
JCPB vs XLP - Historical Returns
Returns include dividend reinvestment.
1M
JCPB
-0.45%
Winner
XLP
+2.29%
3M
JCPB
-0.54%
Winner
XLP
+3.43%
6M
JCPB
+0.17%
Winner
XLP
+3.25%
1Y
JCPB
+4.30%
Winner
XLP
+6.83%
5Y(CAGR)
JCPB
+0.80%
Winner
XLP
+6.29%
10Y(CAGR)
JCPB
N/A
XLP
+7.12%
Max(CAGR)
JCPB
+2.68%
Winner
XLP
+7.18%
JCPB vs XLP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | XLP |
|---|---|---|
| 2026 | +0.38% | +9.57% |
| 2025 | +7.95% | +1.83% |
| 2024 | +3.38% | +10.94% |
| 2023 | +6.57% | -0.45% |
| 2022 | -12.45% | -0.82% |
| 2021 | -0.46% | +18.48% |
| 2020 | +8.93% | +11.03% |
| 2019 | +7.76% | +28.18% |
| 2018 | N/A | -7.50% |
| 2017 | N/A | +12.57% |
| 2016 | N/A | +6.33% |
| 2015 | N/A | +7.20% |
| 2014 | N/A | +17.17% |
| 2013 | N/A | +23.13% |
| 2012 | N/A | +10.84% |
| 2011 | N/A | +13.92% |
| 2010 | N/A | +12.93% |
| 2009 | N/A | +12.35% |
| 2008 | N/A | -13.79% |
| 2007 | N/A | +11.96% |
| 2006 | N/A | +14.03% |
| 2005 | N/A | +2.84% |
| 2004 | N/A | +8.95% |
| 2003 | N/A | +9.08% |
| 2002 | N/A | -19.81% |
| 2001 | N/A | -8.72% |
| 2000 | N/A | +27.10% |
| 1999 | N/A | -7.17% |
JCPB vs XLP Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.
The current JCPB drawdown is -1.73%. The current XLP drawdown is -5.43%.
| Rank | JCPB | XLP |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -35.89% Dec 28, 2000 - Oct 26, 2006 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -32.39% Sep 12, 2008 - Mar 17, 2010 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -26.38% Nov 24, 1999 - Jul 5, 2000 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -24.50% Feb 14, 2020 - Aug 12, 2020 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -16.32% Apr 20, 2022 - Mar 28, 2024 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -16.11% Jan 26, 2018 - Apr 17, 2019 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -11.94% May 19, 2011 - Dec 6, 2011 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -10.07% Aug 5, 2015 - Oct 22, 2015 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -9.69% Feb 27, 2026 - Mar 20, 2026 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -9.24% Jul 13, 2016 - Feb 22, 2017 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -9.01% Dec 10, 2007 - Sep 8, 2008 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -8.88% Mar 23, 2010 - Sep 20, 2010 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -8.53% Aug 20, 2025 - Jan 14, 2026 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -8.36% Sep 16, 2024 - Feb 25, 2025 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -8.19% Feb 25, 2025 - Aug 12, 2025 |
Correlation
Correlation between JCPB and XLP is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (1999 - 2026)
JCPB vs XLP dividend yield comparison.
| Year | JCPB | XLP |
|---|---|---|
| 2026 | 2.43% | 1.22% |
| 2025 | 4.90% | 2.75% |
| 2024 | 5.16% | 2.77% |
| 2023 | 4.32% | 2.63% |
| 2022 | 3.01% | 2.47% |
| 2021 | 2.19% | 2.27% |
| 2020 | 2.97% | 2.50% |
| 2019 | 3.01% | 2.57% |
| 2018 | 0.00% | 3.04% |
| 2017 | 0.00% | 2.62% |
| 2016 | 0.00% | 2.53% |
| 2015 | 0.00% | 2.53% |
| 2014 | 0.00% | 2.40% |
| 2013 | 0.00% | 2.39% |
| 2012 | 0.00% | 3.06% |
| 2011 | 0.00% | 2.73% |
| 2010 | 0.00% | 2.60% |
| 2009 | 0.00% | 2.45% |
| 2008 | 0.00% | 2.74% |
| 2007 | 0.00% | 2.08% |
| 2006 | 0.00% | 1.97% |
| 2005 | 0.00% | 1.90% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.65% |
| 2002 | 0.00% | 1.93% |
| 2001 | 0.00% | 1.26% |
| 2000 | 0.00% | 1.04% |
| 1999 | 0.00% | 0.29% |
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