JGRO vs SPY
Comparison between JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
JGRO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JGRO
$9.60B
Winner
SPY
$781B
Expense Ratio
JGRO
0.44%
Winner
SPY
0.09%
Max Drawdown
Winner
JGRO
22.70%
SPY
56.47%
Sharpe Ratio
JGRO
0.32
Winner
SPY
1.42
5Y Beta
JGRO
1.18
Winner
SPY
1.00
P/E Ratio
JGRO
35.29
Winner
SPY
26.48
Forward P/E
JGRO
23.29
Winner
SPY
20.90
PEG Ratio
JGRO
N/A
SPY
0.30
5Y Dividends CAGR
JGRO
N/A
SPY
6.00%
5Y EPS CAGR
Winner
JGRO
34.91%
SPY
26.40%
Debt to Equity
JGRO
N/A
SPY
48.17%
P/S Ratio
JGRO
4.82
Winner
SPY
3.72
P/B Ratio
JGRO
10.51
Winner
SPY
5.55
JGRO vs SPY - Holdings Comparison
JGRO and SPY have 89 common holdings. Overlap is 46.68%
JGRO's top 25 holdings weight is 66.10%. SPY's top 25 holdings weight is 51.49%.
| Rank | JGRO | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.30% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | ALPHABET INC CLASS C (GOOG) - 10.71% | APPLE INC (AAPL) - 7.44% |
| #3 | APPLE INC (AAPL) - 5.65% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | BROADCOM INC (AVGO) - 4.74% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | MICRON TECHNOLOGY INC (MU) - 3.21% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.16% | BROADCOM INC (AVGO) - 2.83% |
| #7 | TESLA INC (TSLA) - 2.66% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.54% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.98% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | ELI LILLY AND CO (LLY) - 1.86% | TESLA INC (TSLA) - 1.65% |
| #11 | THE GOLDMAN SACHS GROUP INC (GS) - 1.83% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | WESTERN DIGITAL CORP (WDC) - 1.49% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.47% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | n/a (TSM) - 1.40% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | PALO ALTO NETWORKS INC (PANW) - 1.35% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.26% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | MICROSOFT CORP (MSFT) - 1.12% | VISA INC CLASS A (V) - 0.91% |
| #18 | GE VERNOVA INC (GEV) - 1.11% | INTEL CORP (INTC) - 0.77% |
| #19 | APPLIED MATERIALS INC (AMAT) - 1.06% | WALMART INC (WMT) - 0.75% |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.05% | ABBVIE INC (ABBV) - 0.70% |
| #21 | JOHNSON & JOHNSON (JNJ) - 1.04% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | CIENA CORP (CIEN) - 1.04% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | NATERA INC (NTRA) - 1.04% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | CATERPILLAR INC (CAT) - 1.03% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.00% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 129 | 505 |
JGRO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
JGRO
+1.16%
Winner
SPY
+3.42%
3M
JGRO
+0.03%
Winner
SPY
+5.97%
6M
JGRO
+7.15%
Winner
SPY
+12.56%
1Y
JGRO
+8.33%
Winner
SPY
+23.65%
5Y(CAGR)
JGRO
N/A
SPY
+13.33%
10Y(CAGR)
JGRO
N/A
SPY
+15.34%
Max(CAGR)
Winner
JGRO
+18.22%
SPY
+8.61%
JGRO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JGRO | SPY |
|---|---|---|
| 2026 | +3.51% | +13.79% |
| 2025 | +14.51% | +18.00% |
| 2024 | +34.94% | +25.59% |
| 2023 | +38.76% | +26.72% |
| 2022 | -10.03% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
JGRO vs SPY Drawdown Comparison
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current JGRO drawdown is -3.56%.
| Rank | JGRO | SPY |
|---|---|---|
| #1 | -22.70% Jan 23, 2025 - Jun 27, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.88% Aug 16, 2022 - May 26, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.44% Oct 29, 2025 - May 13, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.21% Jul 10, 2024 - Oct 11, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.56% Jul 18, 2023 - Nov 20, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -11.38% Jun 2, 2026 - Jul 29, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.53% Mar 22, 2024 - May 15, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.03% Dec 16, 2024 - Jan 22, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.41% Dec 28, 2023 - Jan 10, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.31% Oct 8, 2025 - Oct 24, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.04% May 14, 2026 - Jun 1, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.03% Oct 29, 2024 - Nov 6, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.99% Nov 12, 2024 - Dec 2, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.66% Jun 15, 2023 - Jun 30, 2023 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.65% Aug 12, 2025 - Sep 8, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between JGRO and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
JGRO vs SPY dividend yield comparison.
| Year | JGRO | SPY |
|---|---|---|
| 2026 | 0.00% | 0.48% |
| 2025 | 0.16% | 1.07% |
| 2024 | 0.10% | 1.21% |
| 2023 | 0.17% | 1.40% |
| 2022 | 0.16% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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