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JDIV vs SPY

Comparison between JPMORGAN DIVIDEND LEADERS ETF (JDIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

JDIV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JDIV
$11M
Winner
SPY
$781B
Expense Ratio
JDIV
0.47%
Winner
SPY
0.09%
Max Drawdown
Winner
JDIV
13.85%
SPY
56.47%
Sharpe Ratio
JDIV
0.51
Winner
SPY
1.12
5Y Beta
Winner
JDIV
0.75
SPY
1.00
P/E Ratio
Winner
JDIV
23.42
SPY
28.53
Forward P/E
Winner
JDIV
18.48
SPY
21.47
PEG Ratio
JDIV
0.58
SPY
N/A
5Y Dividends CAGR
JDIV
N/A
SPY
6.00%
5Y EPS CAGR
JDIV
16.75%
Winner
SPY
25.58%
Debt to Equity
Winner
JDIV
-47.47%
SPY
32.09%
P/S Ratio
Winner
JDIV
3.61
SPY
3.75
P/B Ratio
Winner
JDIV
4.74
SPY
5.64

JDIV vs SPY - Holdings Comparison

JDIV and SPY have 47 common holdings. Overlap is 23.00%

JDIV's top 25 holdings weight is 53.86%. SPY's top 25 holdings weight is 51.74%.

RankJDIVSPY
#1
n/a (n/a) - 6.04%
NVIDIA CORP (NVDA) - 7.89%
#2
MICROSOFT CORP (MSFT) - 4.25%
APPLE INC (AAPL) - 7.37%
#3
NVIDIA CORP (NVDA) - 3.13%
MICROSOFT CORP (MSFT) - 4.50%
#4
NEXTERA ENERGY INC (NEE) - 2.57%
AMAZON.COM INC (AMZN) - 3.82%
#5
ALPHABET INC CLASS C (GOOG) - 2.27%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
SAMSUNG ELECTRONICS CO LTD (n/a) - 2.23%
BROADCOM INC (AVGO) - 2.86%
#7
MASTERCARD INC CLASS A (MA) - 2.13%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ASML HOLDING NV (n/a) - 2.09%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
YUM BRANDS INC (YUM) - 2.08%
TESLA INC (TSLA) - 1.70%
#10
JOHNSON & JOHNSON (JNJ) - 2.06%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MORGAN STANLEY (MS) - 1.86%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ABBVIE INC (ABBV) - 1.83%
ELI LILLY AND CO (LLY) - 1.40%
#13
BANK OF AMERICA CORP (BAC) - 1.83%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
LOWE'S COMPANIES INC (LOW) - 1.80%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.77%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
SHELL PLC (n/a) - 1.74%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
SAFRAN SA (n/a) - 1.74%
VISA INC CLASS A (V) - 0.90%
#18
ENGIE SA (n/a) - 1.71%
WALMART INC (WMT) - 0.76%
#19
DBS GROUP HOLDINGS LTD (n/a) - 1.64%
INTEL CORP (INTC) - 0.75%
#20
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.59%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
TOKYO ELECTRON LTD (n/a) - 1.57%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MCDONALD'S CORP (MCD) - 1.53%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
BAKER HUGHES CO CLASS A (BKR) - 1.51%
ABBVIE INC (ABBV) - 0.66%
#24
VENTAS INC (VTR) - 1.47%
CATERPILLAR INC (CAT) - 0.65%
#25
VOLVO AB CLASS B (n/a) - 1.42%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings90505

JDIV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JDIV
+1.61%
SPY
+0.78%
3M
JDIV
+1.37%
Winner
SPY
+3.76%
6M
JDIV
+3.34%
Winner
SPY
+7.78%
1Y
JDIV
+8.88%
Winner
SPY
+17.76%
5Y(CAGR)
JDIV
N/A
SPY
+12.44%
10Y(CAGR)
JDIV
N/A
SPY
+14.90%
Max(CAGR)
Winner
JDIV
+10.22%
SPY
+8.44%

JDIV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJDIVSPY
2026+5.28%+8.74%
2025+19.20%+18.00%
2024-5.27%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+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%

JDIV vs SPY Drawdown Comparison

The maximum drawdown for JDIV was -13.34%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.

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

The current JDIV drawdown is -1.32%. The current SPY drawdown is -2.47%.

RankJDIVSPY
#1-13.34%
Feb 20, 2025 - May 12, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.28%
Feb 25, 2026 - May 6, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-6.50%
Oct 18, 2024 - Feb 20, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.52%
Oct 27, 2025 - Dec 11, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.26%
Jun 2, 2026 - Jul 6, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.08%
Oct 6, 2025 - Oct 27, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.82%
Jul 23, 2025 - Aug 13, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.73%
May 6, 2026 - Jun 2, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.64%
Dec 11, 2025 - Jan 5, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.10%
Jul 6, 2026 - Jul 20, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.06%
Aug 22, 2025 - Sep 15, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.92%
Jun 12, 2025 - Jun 24, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.85%
Jan 27, 2026 - Feb 6, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.84%
May 20, 2025 - Jun 4, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.81%
Jan 16, 2026 - Jan 27, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JDIV and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

JDIV vs SPY dividend yield comparison.

YearJDIVSPY
20260.91%0.50%
20252.15%1.07%
20240.36%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%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%

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