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JPEM vs SPY

Comparison between JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JPEM, delivering a return of +13.0% compared to +6.7%

JPEM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPEM
$378M
Winner
SPY
$781B
Expense Ratio
JPEM
0.44%
Winner
SPY
0.09%
Max Drawdown
Winner
JPEM
43.82%
SPY
56.47%
Sharpe Ratio
JPEM
1.01
Winner
SPY
1.25
5Y Beta
Winner
JPEM
0.54
SPY
1.00
P/E Ratio
JPEM
N/A
SPY
28.78
Forward P/E
JPEM
N/A
SPY
21.23
5Y Dividends CAGR
Winner
JPEM
9.36%
SPY
6.00%
5Y EPS CAGR
JPEM
N/A
SPY
25.62%
Debt to Equity
JPEM
N/A
SPY
31.92%
P/S Ratio
JPEM
N/A
SPY
3.76
P/B Ratio
JPEM
N/A
SPY
5.64

JPEM vs SPY - Holdings Comparison

JPEM and SPY have 1 common holdings. Overlap is -0.01%

JPEM's top 25 holdings weight is 20.00%. SPY's top 25 holdings weight is 51.74%.

RankJPEMSPY
#1
n/a (n/a) - 2.04%
NVIDIA CORP (NVDA) - 7.89%
#2
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.55%
APPLE INC (AAPL) - 7.37%
#3
VALE SA (n/a) - 1.07%
MICROSOFT CORP (MSFT) - 4.50%
#4
n/a (n/a) - 1.02%
AMAZON.COM INC (AMZN) - 3.82%
#5
BANK OF CHINA LTD CLASS H (n/a) - 0.94%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
MEDIATEK INC (n/a) - 0.90%
BROADCOM INC (AVGO) - 2.86%
#7
ANGLOGOLD ASHANTI PLC (AU) - 0.88%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
NASPERS LTD CLASS N (n/a) - 0.87%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
n/a (n/a) - 0.83%
TESLA INC (TSLA) - 1.70%
#10
CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.80%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
OTP BANK PLC (n/a) - 0.78%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.75%
ELI LILLY AND CO (LLY) - 1.40%
#13
n/a (n/a) - 0.73%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
ACCTON TECHNOLOGY CORP (n/a) - 0.71%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MTN GROUP LTD (n/a) - 0.63%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
YUANTA FINANCIAL HOLDINGS CO LTD (n/a) - 0.59%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
n/a (n/a) - 0.58%
VISA INC CLASS A (V) - 0.90%
#18
SAUDI TELECOM CO (n/a) - 0.57%
WALMART INC (WMT) - 0.76%
#19
INFOSYS LTD (n/a) - 0.55%
INTEL CORP (INTC) - 0.75%
#20
n/a (n/a) - 0.55%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
EMAAR PROPERTIES PJSC (n/a) - 0.54%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.54%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CEMEX SAB DE CV (n/a) - 0.53%
ABBVIE INC (ABBV) - 0.66%
#24
KING SLIDE WORKS CO LTD (n/a) - 0.53%
CATERPILLAR INC (CAT) - 0.65%
#25
HINDUSTAN UNILEVER LTD (n/a) - 0.52%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings577505

JPEM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JPEM
-0.50%
Winner
SPY
+0.52%
3M
JPEM
-0.91%
Winner
SPY
+6.55%
6M
JPEM
+2.18%
Winner
SPY
+9.76%
1Y
JPEM
+17.25%
Winner
SPY
+20.32%
5Y(CAGR)
JPEM
+6.75%
Winner
SPY
+13.01%
10Y(CAGR)
JPEM
+7.07%
Winner
SPY
+15.06%
Max(CAGR)
JPEM
+5.65%
Winner
SPY
+8.50%

JPEM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPEMSPY
2026+6.25%+10.11%
2025+23.12%+18.00%
2024+4.67%+25.59%
2023+10.68%+26.72%
2022-9.65%-18.64%
2021+7.76%+30.52%
2020-1.85%+17.28%
2019+15.56%+31.09%
2018-11.95%-5.24%
2017+27.87%+20.78%
2016+18.19%+13.59%
2015-17.70%+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%

JPEM vs SPY Drawdown Comparison

The maximum drawdown for JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.

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

The current JPEM drawdown is -3.28%. The current SPY drawdown is -1.24%.

RankJPEMSPY
#1-40.21%
Jan 26, 2018 - Apr 28, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.10%
Apr 28, 2015 - Jul 14, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.58%
Feb 16, 2022 - Mar 7, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.31%
Oct 7, 2024 - Jun 10, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.32%
Feb 25, 2026 - Mar 20, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.08%
Sep 13, 2021 - Feb 16, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.92%
May 17, 2024 - Sep 24, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.45%
Feb 13, 2015 - Apr 2, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.67%
Jun 10, 2021 - Sep 7, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.06%
Nov 22, 2017 - Dec 28, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.98%
Jan 23, 2015 - Feb 13, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.40%
Jan 28, 2026 - Feb 11, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.40%
Apr 9, 2024 - May 2, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.19%
May 7, 2021 - May 26, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.08%
Sep 11, 2017 - Oct 11, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JPEM and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

JPEM vs SPY dividend yield comparison.

YearJPEMSPY
20261.64%0.49%
20254.65%1.07%
20245.12%1.21%
20234.46%1.40%
20224.71%1.65%
20214.40%1.20%
20202.85%1.52%
20193.47%1.75%
20182.79%2.04%
20172.14%1.80%
20161.28%2.03%
20153.22%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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