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JMOM vs SPY

Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceJMOM has outperformed SPY, delivering a return of +15.3% compared to +13.2%

JMOM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JMOM
$2.40B
Winner
SPY
$784B
Expense Ratio
JMOM
0.12%
Winner
SPY
0.09%
Max Drawdown
Winner
JMOM
34.31%
SPY
56.47%
Sharpe Ratio
Winner
JMOM
1.79
SPY
1.54
5Y Beta
JMOM
1.05
Winner
SPY
1.00
P/E Ratio
JMOM
33.24
Winner
SPY
27.62
Forward P/E
JMOM
23.27
Winner
SPY
21.11
PEG Ratio
JMOM
0.32
SPY
N/A
5Y Dividends CAGR
Winner
JMOM
14.90%
SPY
6.00%
5Y EPS CAGR
JMOM
22.36%
Winner
SPY
25.30%
Debt to Equity
Winner
JMOM
-23.05%
SPY
31.11%
P/S Ratio
Winner
JMOM
2.85
SPY
3.49
P/B Ratio
JMOM
5.94
Winner
SPY
5.30

JMOM vs SPY - Holdings Comparison

JMOM and SPY have 152 common holdings. Overlap is 41.44%

JMOM's top 25 holdings weight is 36.93%. SPY's top 25 holdings weight is 51.24%.

RankJMOMSPY
#1
MICRON TECHNOLOGY INC (MU) - 3.31%
NVIDIA CORP (NVDA) - 7.81%
#2
ADVANCED MICRO DEVICES INC (AMD) - 2.46%
APPLE INC (AAPL) - 6.81%
#3
ALPHABET INC CLASS A (GOOGL) - 2.03%
MICROSOFT CORP (MSFT) - 4.53%
#4
BROADCOM INC (AVGO) - 1.98%
AMAZON.COM INC (AMZN) - 3.72%
#5
NVIDIA CORP (NVDA) - 1.92%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
APPLE INC (AAPL) - 1.77%
BROADCOM INC (AVGO) - 2.77%
#7
INTEL CORP (INTC) - 1.77%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
JOHNSON & JOHNSON (JNJ) - 1.54%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.48%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
LAM RESEARCH CORP (LRCX) - 1.46%
TESLA INC (TSLA) - 1.76%
#11
APPLIED MATERIALS INC (AMAT) - 1.45%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
META PLATFORMS INC CLASS A (META) - 1.37%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
WALMART INC (WMT) - 1.36%
ELI LILLY AND CO (LLY) - 1.38%
#14
MICROSOFT CORP (MSFT) - 1.35%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
SANDISK CORP ORDINARY SHARES (SNDK) - 1.31%
EXXON MOBIL CORP (XOM) - 0.92%
#16
CATERPILLAR INC (CAT) - 1.31%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
COSTCO WHOLESALE CORP (COST) - 1.19%
VISA INC CLASS A (V) - 0.87%
#18
GE AEROSPACE (GE) - 1.09%
INTEL CORP (INTC) - 0.85%
#19
WESTERN DIGITAL CORP (WDC) - 1.08%
WALMART INC (WMT) - 0.82%
#20
KLA CORP (KLAC) - 1.06%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
THE GOLDMAN SACHS GROUP INC (GS) - 1.01%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
ABBVIE INC (ABBV) - 0.96%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
GE VERNOVA INC (GEV) - 0.91%
CATERPILLAR INC (CAT) - 0.68%
#24
TEXAS INSTRUMENTS INC (TXN) - 0.89%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
ELI LILLY AND CO (LLY) - 0.87%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings279505

JMOM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JMOM
+3.09%
SPY
-1.37%
3M
Winner
JMOM
+20.93%
SPY
+12.22%
6M
Winner
JMOM
+20.13%
SPY
+7.20%
1Y
Winner
JMOM
+34.34%
SPY
+23.58%
5Y(CAGR)
Winner
JMOM
+15.30%
SPY
+13.19%
10Y(CAGR)
Winner
JMOM
+16.20%
SPY
+15.12%
Max(CAGR)
Winner
JMOM
+16.20%
SPY
+8.44%

JMOM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJMOMSPY
2026+20.84%+7.95%
2025+17.75%+18.00%
2024+29.74%+25.59%
2023+23.74%+26.72%
2022-20.41%-18.64%
2021+26.82%+30.52%
2020+28.12%+17.28%
2019+28.88%+31.09%
2018-5.24%-5.24%
2017+3.32%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

JMOM vs SPY Drawdown Comparison

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current JMOM drawdown is -2.35%. The current SPY drawdown is -3.18%.

RankJMOMSPY
#1-34.31%
Feb 19, 2020 - Jul 20, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.27%
Nov 16, 2021 - Jan 30, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.59%
Oct 3, 2018 - Jun 10, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.51%
Feb 18, 2025 - Jun 24, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.94%
Feb 12, 2021 - Apr 15, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.09%
Jan 26, 2018 - Jun 5, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.49%
Jul 16, 2024 - Aug 23, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.34%
Oct 13, 2020 - Nov 24, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.27%
Sep 2, 2020 - Oct 9, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.87%
Mar 2, 2026 - Apr 8, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.88%
Apr 26, 2021 - Jun 14, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.63%
Sep 3, 2021 - Oct 21, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.24%
Mar 21, 2024 - May 15, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.18%
Dec 4, 2024 - Jan 23, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.07%
Oct 27, 2025 - Dec 10, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JMOM and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

JMOM vs SPY dividend yield comparison.

YearJMOMSPY
20260.33%0.50%
20250.86%1.07%
20240.75%1.21%
20231.21%1.40%
20221.39%1.65%
20210.64%1.20%
20200.85%1.52%
20191.11%1.75%
20181.38%2.04%
20170.29%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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