JIRE vs SPSB

Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF).

JIRE vs SPSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JIRE(ETF)	SPSB(ETF)
Net Assets	$9.90B	$9.80B
Expense Ratio	0.24%	0.04%
Max Drawdown	16.11%	11.75%
Sharpe Ratio	1.28	0.66
5Y Beta	0.73	0.01
5Y Dividends CAGR	N/A	22.57%

Net Assets

Winner

JIRE

$9.90B

SPSB

$9.80B

Expense Ratio

JIRE

0.24%

Winner

SPSB

0.04%

Max Drawdown

JIRE

16.11%

Winner

SPSB

11.75%

Sharpe Ratio

Winner

JIRE

1.28

SPSB

0.66

5Y Beta

JIRE

0.73

Winner

SPSB

0.01

5Y Dividends CAGR

JIRE

N/A

SPSB

22.57%

JIRE vs SPSB - Historical Returns

Returns include dividend reinvestment.

Period	JIRE	SPSB
1 month	+1.34%	+0.29%
3 months	-0.43%	+0.26%
6 months	+12.06%	+1.62%
1 year	+25.24%	+4.77%
5 years(CAGR)	N/A	+2.71%
10 years(CAGR)	N/A	+2.63%
Max(CAGR)	+17.27%	+2.29%

Winner

JIRE

+1.34%

SPSB

+0.29%

JIRE

-0.43%

Winner

SPSB

+0.26%

Winner

JIRE

+12.06%

SPSB

+1.62%

Winner

JIRE

+25.24%

SPSB

+4.77%

5Y(CAGR)

JIRE

N/A

SPSB

+2.71%

10Y(CAGR)

JIRE

N/A

SPSB

+2.63%

Max(CAGR)

Winner

JIRE

+17.27%

SPSB

+2.29%

JIRE vs SPSB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	JIRE	SPSB
2026	+6.59%	+0.75%
2025	+32.39%	+5.90%
2024	+4.20%	+5.39%
2023	+19.03%	+5.53%
2022	+5.72%	-3.19%
2021	N/A	-0.20%
2020	N/A	+3.83%
2019	N/A	+5.21%
2018	N/A	+1.45%
2017	N/A	+1.68%
2016	N/A	+2.09%
2015	N/A	+0.87%
2014	N/A	+0.87%
2013	N/A	+1.12%
2012	N/A	+3.04%
2011	N/A	+1.28%
2010	N/A	+2.81%
2009	N/A	-1.14%

JIRE vs SPSB Drawdown Comparison

The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.

The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current JIRE drawdown is -2.31%. The current SPSB drawdown is -0.01%.

Rank	JIRE	SPSB
#1	-16.11% Aug 12, 2022 - Nov 30, 2022	-11.75% Mar 5, 2020 - May 18, 2020
#2	-13.61% Mar 19, 2025 - Apr 28, 2025	-5.96% Sep 14, 2021 - Nov 28, 2023
#3	-11.77% Feb 25, 2026 - Mar 20, 2026	-1.39% Aug 1, 2011 - Jan 10, 2012
#4	-11.08% Jul 28, 2023 - Dec 13, 2023	-1.28% Dec 17, 2009 - Jul 14, 2010
#5	-10.57% Sep 26, 2024 - Mar 5, 2025	-1.02% Nov 4, 2010 - Jan 28, 2011
#6	-7.63% Jul 12, 2024 - Aug 23, 2024	-0.93% Sep 7, 2017 - Jul 30, 2018
#7	-7.02% Feb 1, 2023 - Apr 3, 2023	-0.87% Feb 23, 2026 - Apr 17, 2026
#8	-5.67% Nov 12, 2025 - Dec 11, 2025	-0.78% May 6, 2013 - Sep 18, 2013
#9	-5.18% Jun 24, 2022 - Jul 27, 2022	-0.77% Apr 3, 2025 - Apr 25, 2025
#10	-4.79% Mar 27, 2024 - May 9, 2024	-0.73% Oct 22, 2015 - Mar 16, 2016
#11	-4.63% Jul 23, 2025 - Aug 15, 2025	-0.69% Sep 6, 2016 - Feb 6, 2017
#12	-4.26% Aug 30, 2024 - Sep 26, 2024	-0.63% May 15, 2015 - Oct 6, 2015
#13	-4.08% Jun 15, 2023 - Jul 13, 2023	-0.63% Oct 2, 2024 - Dec 4, 2024
#14	-3.92% Apr 24, 2023 - Jun 13, 2023	-0.62% Oct 21, 2014 - Jan 27, 2015
#15	-3.64% Jun 6, 2024 - Jul 12, 2024	-0.56% Feb 3, 2012 - Feb 28, 2012

Correlation

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

0.96

-101

Dividend Comparison (2009 - 2026)

JIRE vs SPSB dividend yield comparison.

Year	JIRE	SPSB
2026	0.00%	1.41%
2025	2.99%	4.55%
2024	3.03%	4.85%
2023	2.74%	4.06%
2022	2.62%	1.92%
2021	0.00%	1.19%
2020	0.00%	1.94%
2019	0.00%	2.77%
2018	0.00%	2.36%
2017	0.00%	1.94%
2016	0.00%	1.65%
2015	0.00%	1.43%
2014	0.00%	1.26%
2013	0.00%	1.40%
2012	0.00%	1.55%
2011	0.00%	1.95%
2010	0.00%	2.05%
2009	0.00%	0.04%