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JPIN vs SPY

Comparison between JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JPIN, delivering a return of +13.0% compared to +8.4%

JPIN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPIN
$355M
Winner
SPY
$781B
Expense Ratio
JPIN
0.37%
Winner
SPY
0.09%
Max Drawdown
Winner
JPIN
40.31%
SPY
56.47%
Sharpe Ratio
JPIN
1.16
Winner
SPY
1.25
5Y Beta
Winner
JPIN
0.60
SPY
1.00
P/E Ratio
JPIN
N/A
SPY
28.78
Forward P/E
JPIN
N/A
SPY
21.23
5Y Dividends CAGR
Winner
JPIN
13.94%
SPY
6.00%
5Y EPS CAGR
JPIN
N/A
SPY
25.62%
Debt to Equity
JPIN
N/A
SPY
31.92%
P/S Ratio
JPIN
N/A
SPY
3.76
P/B Ratio
JPIN
N/A
SPY
5.64

JPIN vs SPY - Holdings Comparison

JPIN and SPY have 1 common holdings. Overlap is 0.00%

JPIN's top 25 holdings weight is 10.59%. SPY's top 25 holdings weight is 51.74%.

RankJPINSPY
#1
TOKYO ELECTRON LTD (n/a) - 0.48%
NVIDIA CORP (NVDA) - 7.89%
#2
OVERSEA-CHINESE BANKING CORP LTD (n/a) - 0.47%
APPLE INC (AAPL) - 7.37%
#3
HSBC HOLDINGS PLC (n/a) - 0.46%
MICROSOFT CORP (MSFT) - 4.50%
#4
BARCLAYS PLC (n/a) - 0.46%
AMAZON.COM INC (AMZN) - 3.82%
#5
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.46%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.46%
BROADCOM INC (AVGO) - 2.86%
#7
SK HYNIX INC (n/a) - 0.45%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.45%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
HANA FINANCIAL GROUP INC (n/a) - 0.45%
TESLA INC (TSLA) - 1.70%
#10
STANDARD CHARTERED PLC (n/a) - 0.44%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
UNICREDIT SPA (n/a) - 0.44%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
POSTE ITALIANE SPA (n/a) - 0.44%
ELI LILLY AND CO (LLY) - 1.40%
#13
COCA-COLA HBC AG (n/a) - 0.43%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
n/a (n/a) - 0.43%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
VODAFONE GROUP PLC (n/a) - 0.42%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ENDESA SA (n/a) - 0.42%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
UNITED UTILITIES GROUP PLC CLASS A (n/a) - 0.41%
VISA INC CLASS A (V) - 0.90%
#18
ABN AMRO BANK NV (n/a) - 0.41%
WALMART INC (WMT) - 0.76%
#19
OTSUKA HOLDINGS CO LTD (n/a) - 0.41%
INTEL CORP (INTC) - 0.75%
#20
INTERTEK GROUP PLC (n/a) - 0.41%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ELECTRIC POWER DEVELOPMENT CO LTD (n/a) - 0.36%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
SSE PLC (n/a) - 0.36%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CENTRICA PLC (n/a) - 0.36%
ABBVIE INC (ABBV) - 0.66%
#24
TESCO PLC (n/a) - 0.36%
CATERPILLAR INC (CAT) - 0.65%
#25
RIO TINTO LTD (n/a) - 0.35%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings437505

JPIN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPIN
+1.17%
SPY
+0.52%
3M
JPIN
+1.97%
Winner
SPY
+6.55%
6M
JPIN
+6.48%
Winner
SPY
+9.76%
1Y
JPIN
+20.07%
Winner
SPY
+20.32%
5Y(CAGR)
JPIN
+8.38%
Winner
SPY
+13.01%
10Y(CAGR)
JPIN
+7.81%
Winner
SPY
+15.06%
Max(CAGR)
JPIN
+6.91%
Winner
SPY
+8.50%

JPIN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPINSPY
2026+9.17%+10.11%
2025+33.51%+18.00%
2024+3.91%+25.59%
2023+17.01%+26.72%
2022-14.47%-18.64%
2021+6.25%+30.52%
2020+4.17%+17.28%
2019+16.58%+31.09%
2018-13.76%-5.24%
2017+24.91%+20.78%
2016+2.11%+13.59%
2015+2.59%+1.31%
2014-1.55%+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%

JPIN vs SPY Drawdown Comparison

The maximum drawdown for JPIN was -36.68%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

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

The current JPIN drawdown is -2.69%. The current SPY drawdown is -1.24%.

RankJPINSPY
#1-36.68%
Jan 26, 2018 - Dec 29, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.63%
Sep 3, 2021 - Mar 20, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.95%
May 21, 2015 - Mar 27, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.33%
Sep 26, 2024 - Apr 28, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.41%
Feb 25, 2026 - Mar 20, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.14%
Jul 31, 2024 - Aug 19, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.49%
Nov 18, 2014 - Feb 3, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.50%
Mar 27, 2024 - May 6, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.38%
Jun 14, 2021 - Sep 3, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.27%
Feb 25, 2015 - Apr 8, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.19%
Nov 12, 2025 - Dec 10, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.99%
Jan 8, 2021 - Feb 12, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.80%
Sep 16, 2025 - Oct 27, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.68%
Jul 23, 2025 - Aug 12, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.63%
Feb 16, 2021 - Mar 16, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JPIN 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)

JPIN vs SPY dividend yield comparison.

YearJPINSPY
20261.48%0.49%
20254.50%1.07%
20244.20%1.21%
20236.22%1.40%
20223.06%1.65%
20215.03%1.20%
20202.45%1.52%
20193.30%1.75%
20182.72%2.04%
20172.12%1.80%
20161.67%2.03%
20152.18%2.06%
20140.30%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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