JMUB vs SPYD

Comparison between JPMorgan Municipal ETF (JMUB, ETF) and SPDR(R) PORTFOLIO S&P 500 HIGH DIVIDEND ETF (SPYD, ETF).

5-Year PerformanceSPYD has outperformed JMUB, delivering a return of +6.9% compared to +1.3%

JMUB vs SPYD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMUB(ETF)	SPYD(ETF)
Net Assets	$7.10B	$7B
Expense Ratio	0.18%	0.07%
Max Drawdown	14.47%	47.32%
Sharpe Ratio	0.74	1.01
5Y Beta	0.02	0.51
P/E Ratio	N/A	24.20
Forward P/E	N/A	13.93
PEG Ratio	N/A	0.47
5Y Dividends CAGR	11.91%	5.15%
5Y EPS CAGR	N/A	5.77%
Debt to Equity	N/A	-43.13%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	1.82

Net Assets

Winner

JMUB

$7.10B

SPYD

$7B

Expense Ratio

JMUB

0.18%

Winner

SPYD

0.07%

Max Drawdown

Winner

JMUB

14.47%

SPYD

47.32%

Sharpe Ratio

JMUB

0.74

Winner

SPYD

1.01

5Y Beta

Winner

JMUB

0.02

SPYD

0.51

P/E Ratio

JMUB

N/A

SPYD

24.20

Forward P/E

JMUB

N/A

SPYD

13.93

PEG Ratio

JMUB

N/A

SPYD

0.47

5Y Dividends CAGR

Winner

JMUB

11.91%

SPYD

5.15%

5Y EPS CAGR

JMUB

N/A

SPYD

5.77%

Debt to Equity

JMUB

N/A

SPYD

-43.13%

P/S Ratio

JMUB

N/A

SPYD

1.39

P/B Ratio

JMUB

N/A

SPYD

1.82

JMUB vs SPYD - Historical Returns

Returns include dividend reinvestment.

Period	JMUB	SPYD
1 month	+0.63%	+1.65%
3 months	-0.09%	+0.24%
6 months	+1.34%	+11.72%
1 year	+5.62%	+15.97%
5 years(CAGR)	+1.26%	+6.87%
10 years(CAGR)	N/A	+8.71%
Max(CAGR)	+3.02%	+9.09%

JMUB

+0.63%

Winner

SPYD

+1.65%

JMUB

-0.09%

Winner

SPYD

+0.24%

JMUB

+1.34%

Winner

SPYD

+11.72%

JMUB

+5.62%

Winner

SPYD

+15.97%

5Y(CAGR)

JMUB

+1.26%

Winner

SPYD

+6.87%

10Y(CAGR)

JMUB

N/A

SPYD

+8.71%

Max(CAGR)

JMUB

+3.02%

Winner

SPYD

+9.09%

JMUB vs SPYD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JMUB	SPYD
2026	+0.90%	+8.14%
2025	+4.15%	+4.95%
2024	+1.90%	+13.90%
2023	+5.86%	+3.67%
2022	-7.39%	-1.93%
2021	+1.59%	+35.01%
2020	+4.88%	-10.84%
2019	+8.35%	+21.98%
2018	+2.81%	-5.21%
2017	N/A	+11.68%
2016	N/A	+25.61%
2015	N/A	-2.59%

JMUB vs SPYD Drawdown Comparison

The maximum drawdown for JMUB was -12.50%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.

The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.

The current JMUB drawdown is -0.87%. The current SPYD drawdown is -1.89%.

Rank	JMUB	SPYD
#1	-12.50% Mar 9, 2020 - Aug 7, 2020	-46.38% Jan 16, 2020 - Feb 24, 2021
#2	-12.06% Jul 30, 2021 - Sep 5, 2024	-22.20% Apr 20, 2022 - Jul 11, 2024
#3	-4.02% Feb 28, 2025 - Sep 5, 2025	-16.15% Nov 27, 2024 - Jan 14, 2026
#4	-2.55% Feb 27, 2026 - Mar 24, 2026	-13.63% Aug 20, 2018 - Feb 19, 2019
#5	-2.18% Oct 1, 2024 - Dec 4, 2024	-9.68% Nov 3, 2015 - Mar 2, 2016
#6	-2.17% Feb 12, 2021 - Jun 8, 2021	-9.60% Jan 26, 2018 - Aug 3, 2018
#7	-2.07% Dec 4, 2024 - Feb 26, 2025	-9.20% Jun 8, 2021 - Nov 15, 2021
#8	-1.36% Aug 15, 2019 - Oct 9, 2019	-8.71% Jul 3, 2019 - Sep 11, 2019
#9	-1.22% Aug 11, 2020 - Nov 20, 2020	-7.72% Apr 12, 2019 - Jul 3, 2019
#10	-1.18% Oct 9, 2019 - Jan 3, 2020	-7.05% Feb 13, 2026 - Mar 20, 2026
#11	-0.55% Jun 15, 2021 - Jul 8, 2021	-6.76% Nov 15, 2021 - Dec 27, 2021
#12	-0.48% Mar 28, 2019 - Apr 29, 2019	-6.34% Sep 7, 2016 - Nov 15, 2016
#13	-0.45% Nov 11, 2025 - Nov 28, 2025	-5.54% Jan 14, 2022 - Mar 25, 2022
#14	-0.42% Sep 17, 2025 - Oct 10, 2025	-5.01% Sep 11, 2019 - Oct 22, 2019
#15	-0.36% Jan 31, 2020 - Feb 19, 2020	-4.56% Mar 15, 2021 - Apr 15, 2021

Correlation

Correlation between JMUB and SPYD is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2015 - 2026)

JMUB vs SPYD dividend yield comparison.

Year	JMUB	SPYD
2026	1.20%	0.96%
2025	3.52%	4.52%
2024	3.50%	4.31%
2023	3.20%	4.66%
2022	2.16%	5.01%
2021	1.94%	3.68%
2020	2.13%	4.95%
2019	3.66%	4.42%
2018	0.45%	4.75%
2017	0.00%	4.63%
2016	0.00%	4.34%
2015	0.00%	1.13%