JGRO vs XBI
Comparison between JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF) and STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF).
JGRO vs XBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JGRO
$9.60B
XBI
$9.60B
Expense Ratio
JGRO
0.44%
Winner
XBI
0.35%
Max Drawdown
Winner
JGRO
22.70%
XBI
63.90%
Sharpe Ratio
JGRO
0.32
Winner
XBI
2.24
5Y Beta
JGRO
1.18
Winner
XBI
0.97
P/E Ratio
JGRO
35.29
Winner
XBI
-9.20
Forward P/E
JGRO
23.29
XBI
N/A
5Y Dividends CAGR
JGRO
N/A
XBI
12.45%
5Y EPS CAGR
Winner
JGRO
34.91%
XBI
6.71%
Debt to Equity
JGRO
N/A
XBI
36.66%
P/S Ratio
Winner
JGRO
4.82
XBI
9.00
P/B Ratio
JGRO
10.51
Winner
XBI
4.96
JGRO vs XBI - Holdings Comparison
JGRO and XBI have 10 common holdings. Overlap is 3.19%
JGRO's top 25 holdings weight is 66.10%. XBI's top 25 holdings weight is 31.60%.
| Rank | JGRO | XBI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.30% | APOGEE THERAPEUTICS INC (APGE) - 1.61% |
| #2 | ALPHABET INC CLASS C (GOOG) - 10.71% | ORUKA THERAPEUTICS INC (ORKA) - 1.42% |
| #3 | APPLE INC (AAPL) - 5.65% | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.41% |
| #4 | BROADCOM INC (AVGO) - 4.74% | ERASCA INC (ERAS) - 1.39% |
| #5 | MICRON TECHNOLOGY INC (MU) - 3.21% | DIANTHUS THERAPEUTICS INC (DNTH) - 1.31% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.16% | VIKING THERAPEUTICS INC (VKTX) - 1.30% |
| #7 | TESLA INC (TSLA) - 2.66% | SPYRE THERAPEUTICS INC (SYRE) - 1.28% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.54% | TWIST BIOSCIENCE CORP (TWST) - 1.28% |
| #9 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.98% | MODERNA INC (MRNA) - 1.28% |
| #10 | ELI LILLY AND CO (LLY) - 1.86% | CG ONCOLOGY INC (CGON) - 1.27% |
| #11 | THE GOLDMAN SACHS GROUP INC (GS) - 1.83% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.26% |
| #12 | WESTERN DIGITAL CORP (WDC) - 1.49% | n/a (PRAX) - 1.25% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.47% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.24% |
| #14 | n/a (TSM) - 1.40% | MIRUM PHARMACEUTICALS INC (MIRM) - 1.23% |
| #15 | PALO ALTO NETWORKS INC (PANW) - 1.35% | RHYTHM PHARMACEUTICALS INC (RYTM) - 1.21% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.26% | COGENT BIOSCIENCES INC (COGT) - 1.21% |
| #17 | MICROSOFT CORP (MSFT) - 1.12% | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.21% |
| #18 | GE VERNOVA INC (GEV) - 1.11% | RELAY THERAPEUTICS INC ORDINARY SHARES (RLAY) - 1.20% |
| #19 | APPLIED MATERIALS INC (AMAT) - 1.06% | NATERA INC (NTRA) - 1.20% |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.05% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.19% |
| #21 | JOHNSON & JOHNSON (JNJ) - 1.04% | BRIDGEBIO PHARMA INC (BBIO) - 1.19% |
| #22 | CIENA CORP (CIEN) - 1.04% | ALKERMES PLC (ALKS) - 1.17% |
| #23 | NATERA INC (NTRA) - 1.04% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.17% |
| #24 | CATERPILLAR INC (CAT) - 1.03% | CYTOKINETICS INC (CYTK) - 1.17% |
| #25 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.00% | INSMED INC (INSM) - 1.15% |
| Total Holdings | 129 | 156 |
JGRO vs XBI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JGRO
+1.16%
XBI
-3.97%
3M
JGRO
+0.03%
Winner
XBI
+17.85%
6M
JGRO
+7.15%
Winner
XBI
+25.50%
1Y
JGRO
+8.33%
Winner
XBI
+85.27%
5Y(CAGR)
JGRO
N/A
XBI
+4.46%
10Y(CAGR)
JGRO
N/A
XBI
+9.75%
Max(CAGR)
Winner
JGRO
+18.22%
XBI
+11.96%
JGRO vs XBI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JGRO | XBI |
|---|---|---|
| 2026 | +3.51% | +29.62% |
| 2025 | +14.51% | +33.70% |
| 2024 | +34.94% | -0.05% |
| 2023 | +38.76% | +9.54% |
| 2022 | -10.03% | -28.10% |
| 2021 | N/A | -20.55% |
| 2020 | N/A | +49.01% |
| 2019 | N/A | +30.54% |
| 2018 | N/A | -17.55% |
| 2017 | N/A | +42.81% |
| 2016 | N/A | -12.49% |
| 2015 | N/A | +12.40% |
| 2014 | N/A | +44.27% |
| 2013 | N/A | +42.97% |
| 2012 | N/A | +32.95% |
| 2011 | N/A | +3.91% |
| 2010 | N/A | +15.74% |
| 2009 | N/A | -0.82% |
| 2008 | N/A | -8.58% |
| 2007 | N/A | +30.24% |
| 2006 | N/A | -6.48% |
JGRO vs XBI Drawdown Comparison
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current JGRO drawdown is -3.56%. The current XBI drawdown is -8.97%.
| Rank | JGRO | XBI |
|---|---|---|
| #1 | -22.70% Jan 23, 2025 - Jun 27, 2025 | -63.89% Feb 8, 2021 - May 11, 2022 |
| #2 | -17.88% Aug 16, 2022 - May 26, 2023 | -49.25% Jul 17, 2015 - Jan 12, 2018 |
| #3 | -16.44% Oct 29, 2025 - May 13, 2026 | -37.67% Aug 14, 2008 - Apr 14, 2011 |
| #4 | -13.21% Jul 10, 2024 - Oct 11, 2024 | -35.26% Jun 20, 2018 - May 11, 2020 |
| #5 | -11.56% Jul 18, 2023 - Nov 20, 2023 | -29.06% Feb 27, 2014 - Oct 28, 2014 |
| #6 | -11.38% Jun 2, 2026 - Jul 29, 2026 | -26.72% Jul 22, 2011 - Jan 27, 2012 |
| #7 | -7.53% Mar 22, 2024 - May 15, 2024 | -22.71% Dec 6, 2007 - Jul 15, 2008 |
| #8 | -5.03% Dec 16, 2024 - Jan 22, 2025 | -21.93% Feb 27, 2006 - Aug 8, 2007 |
| #9 | -3.41% Dec 28, 2023 - Jan 10, 2024 | -15.10% Sep 21, 2012 - Jan 14, 2013 |
| #10 | -3.31% Oct 8, 2025 - Oct 24, 2025 | -14.51% Jan 29, 2018 - Jun 5, 2018 |
| #11 | -3.04% May 14, 2026 - Jun 1, 2026 | -13.70% Jul 20, 2020 - Oct 12, 2020 |
| #12 | -3.03% Oct 29, 2024 - Nov 6, 2024 | -13.36% Oct 2, 2013 - Jan 7, 2014 |
| #13 | -2.99% Nov 12, 2024 - Dec 2, 2024 | -13.21% Mar 19, 2015 - May 29, 2015 |
| #14 | -2.66% Jun 15, 2023 - Jun 30, 2023 | -11.51% Jan 21, 2014 - Feb 20, 2014 |
| #15 | -2.65% Aug 12, 2025 - Sep 8, 2025 | -10.38% May 30, 2013 - Jul 10, 2013 |
Correlation
Correlation between JGRO and XBI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2007 - 2026)
JGRO vs XBI dividend yield comparison.
| Year | JGRO | XBI |
|---|---|---|
| 2026 | 0.00% | 0.09% |
| 2025 | 0.16% | 0.37% |
| 2024 | 0.10% | 0.15% |
| 2023 | 0.17% | 0.02% |
| 2022 | 0.16% | 0.00% |
| 2021 | 0.00% | 0.04% |
| 2020 | 0.00% | 0.20% |
| 2019 | 0.00% | 0.00% |
| 2018 | 0.00% | 0.28% |
| 2017 | 0.00% | 0.24% |
| 2016 | 0.00% | 0.26% |
| 2015 | 0.00% | 0.61% |
| 2014 | 0.00% | 1.07% |
| 2013 | 0.00% | 0.17% |
| 2012 | 0.00% | 0.22% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.27% |
| 2007 | 0.00% | 0.26% |
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