JIRE vs SPYI
Comparison between JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF) and NEOS S&P 500(R) HIGH INCOME ETF (SPYI, ETF).
JIRE vs SPYI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JIRE
$11B
SPYI
$11B
Expense Ratio
Winner
JIRE
0.24%
SPYI
0.68%
Max Drawdown
Winner
JIRE
16.11%
SPYI
18.53%
Sharpe Ratio
JIRE
1.17
Winner
SPYI
1.39
5Y Beta
Winner
JIRE
0.74
SPYI
0.83
P/E Ratio
JIRE
N/A
SPYI
25.58
Forward P/E
JIRE
N/A
SPYI
20.60
PEG Ratio
JIRE
N/A
SPYI
0.28
5Y EPS CAGR
JIRE
N/A
SPYI
29.29%
Debt to Equity
JIRE
N/A
SPYI
43.55%
P/S Ratio
JIRE
N/A
SPYI
3.69
P/B Ratio
JIRE
N/A
SPYI
5.42
JIRE vs SPYI - Holdings Comparison
JIRE and SPYI have 1 common holdings. Overlap is -1.37%
JIRE's top 25 holdings weight is 33.57%. SPYI's top 25 holdings weight is 50.85%.
| Rank | JIRE | SPYI |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.86% | NVIDIA CORP (NVDA) - 7.82% |
| #2 | SIEMENS AG (n/a) - 1.70% | APPLE INC (AAPL) - 6.88% |
| #3 | ASTRAZENECA PLC (AZN:XLON) - 1.69% | MICROSOFT CORP (MSFT) - 5.56% |
| #4 | SHELL PLC (n/a) - 1.50% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ALLIANZ SE (n/a) - 1.49% | ALPHABET INC CLASS A (GOOGL) - 3.38% |
| #6 | HSBC HOLDINGS PLC (n/a) - 1.48% | BROADCOM INC (AVGO) - 3.02% |
| #7 | NESTLE SA (n/a) - 1.40% | ALPHABET INC CLASS C (GOOG) - 2.71% |
| #8 | UNICREDIT SPA (n/a) - 1.36% | META PLATFORMS INC CLASS A (META) - 1.96% |
| #9 | BANCO SANTANDER SA (n/a) - 1.33% | MICRON TECHNOLOGY INC (MU) - 1.50% |
| #10 | TOKYO ELECTRON LTD (n/a) - 1.32% | JPMORGAN CHASE & CO (JPM) - 1.46% |
| #11 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.26% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44% |
| #12 | SAFRAN SA (n/a) - 1.25% | TESLA INC (TSLA) - 1.40% |
| #13 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.25% | ELI LILLY AND CO (LLY) - 1.34% |
| #14 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.22% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | BHP GROUP LTD (n/a) - 1.16% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.21% |
| #16 | AIR LIQUIDE SA (n/a) - 1.16% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.98% |
| #17 | BARCLAYS PLC (n/a) - 1.15% | VISA INC CLASS A (V) - 0.94% |
| #18 | IBERDROLA SA (n/a) - 1.13% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #19 | TOYOTA MOTOR CORP (n/a) - 1.08% | WALMART INC (WMT) - 0.74% |
| #20 | ATLAS COPCO AB CLASS A (n/a) - 1.02% | INTEL CORP (INTC) - 0.73% |
| #21 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.98% | MARVELL TECHNOLOGY INC (MRVL) - 0.29% |
| #22 | SOCIETE GENERALE SA (n/a) - 0.97% | MCDONALD'S CORP (MCD) - 0.29% |
| #23 | HITACHI LTD (n/a) - 0.95% | PEPSICO INC (PEP) - 0.29% |
| #24 | n/a (n/a) - 0.94% | NEXTERA ENERGY INC (NEE) - 0.28% |
| #25 | n/a (n/a) - 0.92% | BOEING CO (BA) - 0.28% |
| Total Holdings | 209 | 472 |
JIRE vs SPYI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JIRE
+3.34%
SPYI
+1.92%
3M
Winner
JIRE
+5.88%
SPYI
+4.39%
6M
JIRE
+4.99%
Winner
SPYI
+8.93%
1Y
Winner
JIRE
+23.81%
SPYI
+19.26%
5Y(CAGR)
JIRE
+17.65%
SPYI
N/A
Max(CAGR)
Winner
JIRE
+17.65%
SPYI
+15.59%
JIRE vs SPYI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JIRE | SPYI |
|---|---|---|
| 2026 | +12.55% | +10.54% |
| 2025 | +32.39% | +16.80% |
| 2024 | +4.20% | +19.49% |
| 2023 | +19.03% | +18.18% |
| 2022 | +5.72% | -2.44% |
JIRE vs SPYI Drawdown Comparison
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The maximum drawdown for SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current JIRE drawdown is -0.42%.
| Rank | JIRE | SPYI |
|---|---|---|
| #1 | -16.11% Aug 12, 2022 - Nov 30, 2022 | -16.46% Feb 19, 2025 - Jun 25, 2025 |
| #2 | -13.61% Mar 19, 2025 - Apr 28, 2025 | -10.18% Sep 12, 2022 - Feb 1, 2023 |
| #3 | -11.77% Feb 25, 2026 - Jun 22, 2026 | -7.70% Feb 25, 2026 - Apr 15, 2026 |
| #4 | -11.08% Jul 28, 2023 - Dec 13, 2023 | -7.54% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -10.57% Sep 26, 2024 - Mar 5, 2025 | -6.60% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -7.63% Jul 12, 2024 - Aug 23, 2024 | -6.03% Feb 6, 2023 - Apr 13, 2023 |
| #7 | -7.02% Feb 1, 2023 - Apr 3, 2023 | -4.65% Mar 28, 2024 - May 15, 2024 |
| #8 | -5.67% Nov 12, 2025 - Dec 11, 2025 | -3.96% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -5.18% Jun 24, 2022 - Jul 27, 2022 | -3.83% Jun 2, 2026 - Jul 10, 2026 |
| #10 | -4.79% Mar 27, 2024 - May 9, 2024 | -3.50% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -4.63% Jul 23, 2025 - Aug 15, 2025 | -3.11% Dec 6, 2024 - Jan 22, 2025 |
| #12 | -4.26% Aug 30, 2024 - Sep 26, 2024 | -2.85% Jul 15, 2026 - Aug 3, 2026 |
| #13 | -4.08% Jun 15, 2023 - Jul 13, 2023 | -2.32% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -3.92% Apr 24, 2023 - Jun 13, 2023 | -2.15% Feb 2, 2026 - Feb 25, 2026 |
| #15 | -3.64% Jun 6, 2024 - Jul 12, 2024 | -2.09% Dec 11, 2025 - Dec 22, 2025 |
Correlation
Correlation between JIRE and SPYI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
JIRE vs SPYI dividend yield comparison.
| Year | JIRE | SPYI |
|---|---|---|
| 2026 | 0.00% | 6.80% |
| 2025 | 2.99% | 11.70% |
| 2024 | 3.03% | 12.04% |
| 2023 | 2.74% | 12.01% |
| 2022 | 2.62% | 4.10% |
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