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JPIB vs SPY

Comparison between JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JPIB, delivering a return of +13.3% compared to +2.8%

JPIB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPIB
$2.10B
Winner
SPY
$781B
Expense Ratio
JPIB
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
JPIB
15.66%
SPY
56.47%
Sharpe Ratio
JPIB
-0.06
Winner
SPY
1.42
5Y Beta
Winner
JPIB
0.07
SPY
1.00
P/E Ratio
JPIB
N/A
SPY
26.48
Forward P/E
JPIB
N/A
SPY
20.90
PEG Ratio
JPIB
N/A
SPY
0.30
5Y Dividends CAGR
Winner
JPIB
9.54%
SPY
6.00%
5Y EPS CAGR
JPIB
N/A
SPY
26.40%
Debt to Equity
JPIB
N/A
SPY
48.17%
P/S Ratio
JPIB
N/A
SPY
3.72
P/B Ratio
JPIB
N/A
SPY
5.55

JPIB vs SPY - Holdings Comparison

JPIB and SPY have 1 common holdings. Overlap is -0.26%

JPIB's top 25 holdings weight is 34.60%. SPY's top 25 holdings weight is 51.49%.

RankJPIBSPY
#1
JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 3.63%
NVIDIA CORP (NVDA) - 7.76%
#2
CANADA (GOVERNMENT OF) 3% (n/a) - 3.59%
APPLE INC (AAPL) - 7.44%
#3
GERMANY (FEDERAL REPUBLIC OF) 2.1% (n/a) - 2.80%
MICROSOFT CORP (MSFT) - 4.56%
#4
CANADA (GOVERNMENT OF) 4% (n/a) - 2.48%
AMAZON.COM INC (AMZN) - 3.74%
#5
CANADA (GOVERNMENT OF) 1% (n/a) - 2.47%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
BRAZIL (FEDERATIVE REPUBLIC) 10% (n/a) - 1.81%
BROADCOM INC (AVGO) - 2.83%
#7
AUSTRALIA (COMMONWEALTH OF) 1.25% (n/a) - 1.76%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
GERMANY (FEDERAL REPUBLIC OF) 2.9% (n/a) - 1.66%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
SOUTH AFRICA (REPUBLIC OF) 9% (n/a) - 1.28%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
COLOMBIA (REPUBLIC OF) 13.25% (n/a) - 1.24%
TESLA INC (TSLA) - 1.65%
#11
MEXICO (UNITED MEXICAN STATES) 8.5% (n/a) - 1.18%
ELI LILLY AND CO (LLY) - 1.44%
#12
SOUTH AFRICA (REPUBLIC OF) 8.5% (n/a) - 1.06%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
MEXICO (UNITED MEXICAN STATES) 7.75% (n/a) - 1.05%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.99%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
UNITED STATES TREASURY NOTES 3.875% (n/a) - 0.94%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
CZECH (REPUBLIC OF) 4.9% (n/a) - 0.87%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
SECRETARIA DO TESOURO NACIONAL 6% (n/a) - 0.85%
VISA INC CLASS A (V) - 0.91%
#18
n/a (n/a) - 0.80%
INTEL CORP (INTC) - 0.77%
#19
CANADA (GOVERNMENT OF) 2.5% (n/a) - 0.75%
WALMART INC (WMT) - 0.75%
#20
CAIXABANK S.A. 3.625% (n/a) - 0.59%
ABBVIE INC (ABBV) - 0.70%
#21
n/a (n/a) - 0.59%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
COLLATERAL USD (n/a) - 0.58%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
SOCIETE GENERALE S.A. 3.75% (n/a) - 0.56%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
n/a (n/a) - 0.54%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
TRANSCANADA PIPELINES LIMITED 4.625% (n/a) - 0.53%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings899505

JPIB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JPIB
-0.05%
Winner
SPY
+3.42%
3M
JPIB
+0.96%
Winner
SPY
+5.97%
6M
JPIB
+0.20%
Winner
SPY
+12.56%
1Y
JPIB
+3.51%
Winner
SPY
+23.65%
5Y(CAGR)
JPIB
+2.79%
Winner
SPY
+13.33%
10Y(CAGR)
JPIB
+3.58%
Winner
SPY
+15.34%
Max(CAGR)
JPIB
+3.58%
Winner
SPY
+8.61%

JPIB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPIBSPY
2026+1.04%+13.79%
2025+7.89%+18.00%
2024+4.07%+25.59%
2023+8.43%+26.72%
2022-6.51%-18.64%
2021+0.08%+30.52%
2020+6.99%+17.28%
2019+10.58%+31.09%
2018-1.93%-5.24%
2017+2.61%+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%

JPIB vs SPY Drawdown Comparison

The maximum drawdown for JPIB was -13.13%, occurring on Mar 19, 2020. Recovery took 95 trading sessions.

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

The current JPIB drawdown is -0.58%.

RankJPIBSPY
#1-13.13%
Mar 4, 2020 - Jul 20, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.83%
Sep 16, 2021 - Dec 14, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.75%
Feb 26, 2026 - Mar 27, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.13%
Jan 25, 2018 - Feb 1, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.19%
Feb 11, 2021 - Jun 10, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.97%
Sep 27, 2024 - Feb 5, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.93%
Mar 8, 2024 - May 15, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.78%
Aug 12, 2020 - Nov 5, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.51%
Feb 21, 2020 - Mar 4, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.44%
Feb 28, 2025 - Apr 22, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.27%
Dec 28, 2023 - Jan 31, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.13%
Feb 1, 2024 - Mar 7, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.91%
Oct 28, 2025 - Dec 26, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.89%
Nov 6, 2017 - Dec 1, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.86%
Oct 7, 2019 - Dec 13, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JPIB and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

JPIB vs SPY dividend yield comparison.

YearJPIBSPY
20262.69%0.48%
20254.85%1.07%
20244.57%1.21%
20234.35%1.40%
20223.10%1.65%
20212.59%1.20%
20203.14%1.52%
20194.66%1.75%
20185.83%2.04%
20171.81%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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