JGRO vs SPTL

Comparison between JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).

JGRO vs SPTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JGRO(ETF)	SPTL(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.44%	0.03%
Max Drawdown	22.70%	50.17%
Sharpe Ratio	0.84	-0.05
5Y Beta	1.17	0.05
P/E Ratio	36.68	N/A
Forward P/E	27.12	N/A
5Y Dividends CAGR	N/A	8.98%
5Y EPS CAGR	33.16%	N/A
P/S Ratio	4.41	N/A
P/B Ratio	10.24	N/A

Net Assets

JGRO

$10B

SPTL

$10B

Expense Ratio

JGRO

0.44%

Winner

SPTL

0.03%

Max Drawdown

Winner

JGRO

22.70%

SPTL

50.17%

Sharpe Ratio

Winner

JGRO

0.84

SPTL

-0.05

5Y Beta

JGRO

1.17

Winner

SPTL

0.05

P/E Ratio

JGRO

36.68

SPTL

N/A

Forward P/E

JGRO

27.12

SPTL

N/A

5Y Dividends CAGR

JGRO

N/A

SPTL

8.98%

5Y EPS CAGR

JGRO

33.16%

SPTL

N/A

P/S Ratio

JGRO

4.41

SPTL

N/A

P/B Ratio

JGRO

10.24

SPTL

N/A

JGRO vs SPTL - Historical Returns

Returns include dividend reinvestment.

Period	JGRO	SPTL
1 month	-0.87%	-1.26%
3 months	+8.51%	-3.69%
6 months	+1.07%	-1.21%
1 year	+16.15%	+4.04%
5 years(CAGR)	N/A	-5.53%
10 years(CAGR)	N/A	-1.20%
Max(CAGR)	+18.95%	+3.23%

Winner

JGRO

-0.87%

SPTL

-1.26%

Winner

JGRO

+8.51%

SPTL

-3.69%

Winner

JGRO

+1.07%

SPTL

-1.21%

Winner

JGRO

+16.15%

SPTL

+4.04%

5Y(CAGR)

JGRO

N/A

SPTL

-5.53%

10Y(CAGR)

JGRO

N/A

SPTL

-1.20%

Max(CAGR)

Winner

JGRO

+18.95%

SPTL

+3.23%

JGRO vs SPTL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	JGRO	SPTL
2026	+3.10%	-0.96%
2025	+14.51%	+5.24%
2024	+34.94%	-5.65%
2023	+38.76%	+1.56%
2022	-10.03%	-27.72%
2021	N/A	-4.85%
2020	N/A	+16.63%
2019	N/A	+13.32%
2018	N/A	-0.37%
2017	N/A	+8.59%
2016	N/A	+0.30%
2015	N/A	-2.28%
2014	N/A	+24.75%
2013	N/A	-11.41%
2012	N/A	+4.22%
2011	N/A	+30.74%
2010	N/A	+8.86%
2009	N/A	-11.11%
2008	N/A	+22.95%
2007	N/A	+9.65%

JGRO vs SPTL Drawdown Comparison

The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The maximum drawdown for SPTL was -46.19%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current JGRO drawdown is -3.94%. The current SPTL drawdown is -37.36%.

Rank	JGRO	SPTL
#1	-22.70% Jan 23, 2025 - Jun 27, 2025	-46.19% Aug 4, 2020 - Oct 19, 2023
#2	-17.88% Aug 16, 2022 - May 26, 2023	-18.61% Dec 18, 2008 - Aug 16, 2010
#3	-16.44% Oct 29, 2025 - May 13, 2026	-18.34% Jul 25, 2012 - Dec 8, 2014
#4	-13.21% Jul 10, 2024 - Oct 11, 2024	-17.07% Jul 8, 2016 - Jun 20, 2019
#5	-11.56% Jul 18, 2023 - Nov 20, 2023	-14.98% Mar 9, 2020 - Aug 4, 2020
#6	-7.53% Mar 22, 2024 - May 15, 2024	-14.50% Jan 30, 2015 - Feb 11, 2016
#7	-5.03% Dec 16, 2024 - Jan 22, 2025	-14.11% Aug 31, 2010 - Aug 4, 2011
#8	-4.28% Jun 2, 2026 - Jun 5, 2026	-9.52% Oct 3, 2011 - Dec 19, 2011
#9	-3.41% Dec 28, 2023 - Jan 10, 2024	-8.87% Dec 19, 2011 - May 15, 2012
#10	-3.31% Oct 8, 2025 - Oct 24, 2025	-8.02% Aug 28, 2019 - Feb 20, 2020
#11	-3.04% May 14, 2026 - Jun 1, 2026	-7.07% Sep 16, 2008 - Nov 19, 2008
#12	-3.03% Oct 29, 2024 - Nov 6, 2024	-6.73% Mar 20, 2008 - Sep 5, 2008
#13	-2.99% Nov 12, 2024 - Dec 2, 2024	-4.57% Nov 26, 2007 - Jan 15, 2008
#14	-2.66% Jun 15, 2023 - Jun 30, 2023	-4.45% Feb 11, 2016 - Jun 3, 2016
#15	-2.65% Aug 12, 2025 - Sep 8, 2025	-4.31% Sep 22, 2011 - Oct 3, 2011

Correlation

Correlation between JGRO and SPTL is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2007 - 2026)

JGRO vs SPTL dividend yield comparison.

Year	JGRO	SPTL
2026	0.00%	1.76%
2025	0.16%	4.12%
2024	0.10%	4.04%
2023	0.17%	3.24%
2022	0.16%	2.75%
2021	0.00%	1.68%
2020	0.00%	1.71%
2019	0.00%	2.45%
2018	0.00%	2.69%
2017	0.00%	2.53%
2016	0.00%	2.56%
2015	0.00%	2.60%
2014	0.00%	2.64%
2013	0.00%	2.98%
2012	0.00%	2.59%
2011	0.00%	3.01%
2010	0.00%	3.92%
2009	0.00%	4.27%
2008	0.00%	3.86%
2007	0.00%	2.65%