JIRE vs SPTI

Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF).

JIRE vs SPTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JIRE(ETF)	SPTI(ETF)
Net Assets	$9.90B	$9.80B
Expense Ratio	0.24%	0.03%
Max Drawdown	16.11%	18.96%
Sharpe Ratio	1.28	0.01
5Y Beta	0.73	-0.02
5Y Dividends CAGR	N/A	48.51%

Net Assets

Winner

JIRE

$9.90B

SPTI

$9.80B

Expense Ratio

JIRE

0.24%

Winner

SPTI

0.03%

Max Drawdown

Winner

JIRE

16.11%

SPTI

18.96%

Sharpe Ratio

Winner

JIRE

1.28

SPTI

0.01

5Y Beta

JIRE

0.73

Winner

SPTI

-0.02

5Y Dividends CAGR

JIRE

N/A

SPTI

48.51%

JIRE vs SPTI - Historical Returns

Returns include dividend reinvestment.

Period	JIRE	SPTI
1 month	+1.34%	-0.10%
3 months	-0.43%	-0.22%
6 months	+12.06%	+0.46%
1 year	+25.24%	+4.27%
5 years(CAGR)	N/A	+0.19%
10 years(CAGR)	N/A	+1.40%
Max(CAGR)	+17.27%	+2.54%

Winner

JIRE

+1.34%

SPTI

-0.10%

JIRE

-0.43%

Winner

SPTI

-0.22%

Winner

JIRE

+12.06%

SPTI

+0.46%

Winner

JIRE

+25.24%

SPTI

+4.27%

5Y(CAGR)

JIRE

N/A

SPTI

+0.19%

10Y(CAGR)

JIRE

N/A

SPTI

+1.40%

Max(CAGR)

Winner

JIRE

+17.27%

SPTI

+2.54%

JIRE vs SPTI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	JIRE	SPTI
2026	+6.59%	+0.21%
2025	+32.39%	+7.38%
2024	+4.20%	+1.63%
2023	+19.03%	+3.84%
2022	+5.72%	-10.14%
2021	N/A	-2.58%
2020	N/A	+7.49%
2019	N/A	+6.09%
2018	N/A	+2.39%
2017	N/A	+1.11%
2016	N/A	+0.76%
2015	N/A	+1.54%
2014	N/A	+2.52%
2013	N/A	-1.21%
2012	N/A	+1.74%
2011	N/A	+6.49%
2010	N/A	+4.90%
2009	N/A	-1.02%
2008	N/A	+10.99%
2007	N/A	+7.17%

JIRE vs SPTI Drawdown Comparison

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

The maximum drawdown for SPTI was -16.12%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current JIRE drawdown is -2.31%. The current SPTI drawdown is -1.85%.

Rank	JIRE	SPTI
#1	-16.11% Aug 12, 2022 - Nov 30, 2022	-16.12% Aug 4, 2020 - Oct 20, 2022
#2	-13.61% Mar 19, 2025 - Apr 28, 2025	-7.64% Oct 7, 2008 - Nov 14, 2008
#3	-11.77% Feb 25, 2026 - Mar 20, 2026	-4.82% Dec 18, 2008 - May 6, 2010
#4	-11.08% Jul 28, 2023 - Dec 13, 2023	-4.47% Mar 17, 2008 - Sep 15, 2008
#5	-10.57% Sep 26, 2024 - Mar 5, 2025	-3.83% Jul 5, 2016 - Dec 31, 2018
#6	-7.63% Jul 12, 2024 - Aug 23, 2024	-3.78% Nov 4, 2010 - Jun 8, 2011
#7	-7.02% Feb 1, 2023 - Apr 3, 2023	-3.06% May 2, 2013 - Oct 8, 2014
#8	-5.67% Nov 12, 2025 - Dec 11, 2025	-2.25% Sep 4, 2019 - Jan 27, 2020
#9	-5.18% Jun 24, 2022 - Jul 27, 2022	-2.07% Mar 9, 2020 - Mar 23, 2020
#10	-4.79% Mar 27, 2024 - May 9, 2024	-1.91% Sep 17, 2008 - Oct 6, 2008
#11	-4.63% Jul 23, 2025 - Aug 15, 2025	-1.61% Jan 30, 2015 - Sep 24, 2015
#12	-4.26% Aug 30, 2024 - Sep 26, 2024	-1.57% Jan 31, 2012 - Apr 30, 2012
#13	-4.08% Jun 15, 2023 - Jul 13, 2023	-1.56% Oct 14, 2015 - Jan 28, 2016
#14	-3.92% Apr 24, 2023 - Jun 13, 2023	-1.46% Nov 26, 2007 - Jan 2, 2008
#15	-3.64% Jun 6, 2024 - Jul 12, 2024	-1.43% Sep 22, 2011 - Nov 23, 2011

Correlation

Correlation between JIRE and SPTI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

JIRE vs SPTI dividend yield comparison.

Year	JIRE	SPTI
2026	0.00%	1.27%
2025	2.99%	3.79%
2024	3.03%	3.77%
2023	2.74%	2.99%
2022	2.62%	1.45%
2021	0.00%	0.53%
2020	0.00%	0.75%
2019	0.00%	2.02%
2018	0.00%	1.97%
2017	0.00%	1.46%
2016	0.00%	1.23%
2015	0.00%	1.18%
2014	0.00%	1.06%
2013	0.00%	1.47%
2012	0.00%	2.08%
2011	0.00%	2.12%
2010	0.00%	2.23%
2009	0.00%	2.33%
2008	0.00%	3.08%
2007	0.00%	2.67%