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JPM-P-C vs SPY

Comparison between JPMorgan Chase & Company (JPM-P-C, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JPM-P-C, delivering a return of +12.9% compared to +3.7%

JPM-P-C vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
JPM-P-C
$69B
Winner
SPY
$784B
Expense Ratio
JPM-P-C
N/A
SPY
0.09%
Max Drawdown
Winner
JPM-P-C
17.47%
SPY
56.47%
Sharpe Ratio
JPM-P-C
0.72
Winner
SPY
1.41
5Y Beta
JPM-P-C
N/A
SPY
1.00
P/E Ratio
Winner
JPM-P-C
1.15
SPY
29.17
Forward P/E
JPM-P-C
N/A
SPY
21.80
PEG Ratio
JPM-P-C
0.12
SPY
N/A
5Y Dividends CAGR
JPM-P-C
0.00%
Winner
SPY
5.43%
5Y EPS CAGR
JPM-P-C
15.42%
Winner
SPY
26.36%
Debt to Equity
Winner
JPM-P-C
18.69%
SPY
32.38%
P/S Ratio
JPM-P-C
N/A
SPY
3.79
P/B Ratio
JPM-P-C
N/A
SPY
5.68

JPM-P-C vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPM-P-C
+0.48%
SPY
-1.88%
3M
JPM-P-C
+1.78%
Winner
SPY
+7.42%
6M
JPM-P-C
+3.26%
Winner
SPY
+6.11%
1Y
JPM-P-C
+6.43%
Winner
SPY
+21.67%
5Y(CAGR)
JPM-P-C
+3.67%
Winner
SPY
+12.90%
10Y(CAGR)
JPM-P-C
N/A
SPY
+15.06%
Max(CAGR)
JPM-P-C
+6.00%
Winner
SPY
+8.40%

JPM-P-C vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPM-P-CSPY
2026+2.89%+6.48%
2025+5.26%+18.00%
2024+6.90%+25.59%
2023+7.50%+26.72%
2022-3.44%-18.64%
2021+1.58%+30.52%
2020+5.48%+17.28%
2019+17.96%+31.09%
2018N/A-5.24%
2017N/A+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%

JPM-P-C vs SPY Drawdown Comparison

The maximum drawdown for JPM-P-C was -16.13%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

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

The current JPM-P-C drawdown is -0.20%. The current SPY drawdown is -4.49%.

RankJPM-P-CSPY
#1-16.13%
Jan 16, 2020 - Jun 8, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-10.40%
Jul 6, 2021 - Nov 3, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.84%
Dec 21, 2020 - May 20, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.78%
Jul 30, 2020 - Nov 9, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.65%
Oct 31, 2019 - Jan 2, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.21%
Jun 9, 2020 - Jul 20, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.19%
Sep 12, 2019 - Oct 17, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.03%
Nov 8, 2024 - Jan 21, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.01%
Mar 17, 2025 - May 16, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.94%
Mar 2, 2026 - Apr 14, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.61%
Mar 15, 2019 - Apr 23, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.52%
Jul 24, 2019 - Jul 30, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.51%
Sep 24, 2024 - Nov 7, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.38%
Aug 29, 2019 - Sep 12, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.36%
Nov 16, 2020 - Dec 17, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JPM-P-C and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

JPM-P-C vs SPY dividend yield comparison.

YearJPM-P-CSPY
20262.97%0.25%
20255.97%1.07%
20245.90%1.21%
20235.93%1.40%
20226.06%1.65%
20215.50%1.20%
20205.27%1.52%
20194.55%1.75%
20180.00%2.04%
20170.00%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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