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
$1.90B
Winner
SPY
$652B
Expense Ratio
JPIB
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
JPIB
15.66%
SPY
56.47%
Sharpe Ratio
JPIB
0.43
Winner
SPY
2.07
5Y Beta
Winner
JPIB
0.07
SPY
1.00
P/E Ratio
JPIB
N/A
SPY
28.24
Forward P/E
JPIB
N/A
SPY
21.85
5Y Dividends CAGR
Winner
JPIB
12.81%
SPY
5.43%
5Y EPS CAGR
JPIB
N/A
SPY
25.79%
Debt to Equity
JPIB
N/A
SPY
22.35%
P/S Ratio
JPIB
N/A
SPY
3.55
P/B Ratio
JPIB
N/A
SPY
5.29
JPIB vs SPY - Holdings Comparison
JPIB and SPY have 1 common holdings. Overlap is -0.21%
JPIB's top 25 holdings weight is 32.80%. SPY's top 25 holdings weight is 51.32%.
| Rank | JPIB | SPY |
|---|---|---|
| #1 | CANADA (GOVERNMENT OF) 3% (n/a) - 3.74% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 3.48% | APPLE INC (AAPL) - 6.48% |
| #3 | GERMANY (FEDERAL REPUBLIC OF) 2.1% (n/a) - 3.12% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | CANADA (GOVERNMENT OF) 4% (n/a) - 2.79% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | CANADA (GOVERNMENT OF) 3.25% (n/a) - 2.74% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BRAZIL (FEDERATIVE REPUBLIC) 10% (n/a) - 2.11% | BROADCOM INC (AVGO) - 3.09% |
| #7 | MEXICO (UNITED MEXICAN STATES) 7.75% (n/a) - 1.42% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ITALY (REPUBLIC OF) 3.6% (n/a) - 1.38% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | SOUTH AFRICA (REPUBLIC OF) 9% (n/a) - 1.25% | TESLA INC (TSLA) - 1.73% |
| #10 | UNITED STATES TREASURY NOTES 3.5% (n/a) - 1.09% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.03% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | n/a (n/a) - 1.03% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | CZECH (REPUBLIC OF) 4.9% (n/a) - 0.96% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | MEXICO (UNITED MEXICAN STATES) 8.5% (n/a) - 0.94% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | AUSTRALIA (COMMONWEALTH OF) 1.25% (n/a) - 0.87% | WALMART INC (WMT) - 0.91% |
| #16 | n/a (n/a) - 0.80% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | INDONESIA (REPUBLIC OF) 6.75% (n/a) - 0.74% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | POLAND (REPUBLIC OF) 2% (n/a) - 0.70% | VISA INC CLASS A (V) - 0.85% |
| #19 | COLOMBIA (REPUBLIC OF) 13.25% (n/a) - 0.67% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | CAIXABANK S.A. 3.625% (n/a) - 0.66% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | n/a (n/a) - 0.27% | INTEL CORP (INTC) - 0.65% |
| #22 | n/a (n/a) - 0.27% | NETFLIX INC (NFLX) - 0.64% |
| #23 | EDP SA 4.625% (n/a) - 0.25% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | BAYER AG 7% (n/a) - 0.25% | CHEVRON CORP (CVX) - 0.58% |
| #25 | BENIN (THE REPUBLIC OF) 7.96% (n/a) - 0.24% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 855 | 505 |
JPIB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
JPIB
+0.56%
Winner
SPY
+9.11%
3M
JPIB
-0.63%
Winner
SPY
+6.59%
6M
JPIB
+1.05%
Winner
SPY
+10.56%
1Y
JPIB
+5.61%
Winner
SPY
+32.04%
5Y(CAGR)
JPIB
+2.78%
Winner
SPY
+13.35%
10Y(CAGR)
JPIB
+3.59%
Winner
SPY
+15.49%
Max(CAGR)
JPIB
+3.59%
Winner
SPY
+8.50%
JPIB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JPIB | SPY |
|---|---|---|
| 2026 | +0.29% | +8.27% |
| 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% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -1.31%.
| Rank | JPIB | SPY |
|---|---|---|
| #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.
| Year | JPIB | SPY |
|---|---|---|
| 2026 | 1.75% | 0.24% |
| 2025 | 4.85% | 1.07% |
| 2024 | 4.57% | 1.21% |
| 2023 | 4.35% | 1.40% |
| 2022 | 3.10% | 1.65% |
| 2021 | 2.59% | 1.20% |
| 2020 | 3.14% | 1.52% |
| 2019 | 4.66% | 1.75% |
| 2018 | 5.83% | 2.04% |
| 2017 | 1.81% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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