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JPM-P-J vs SPY

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

5-Year PerformanceSPY has outperformed JPM-P-J, delivering a return of +14.0% compared to -1.2%

JPM-P-J vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
JPM-P-J
$53B
Winner
SPY
$784B
Expense Ratio
JPM-P-J
N/A
SPY
0.09%
Max Drawdown
Winner
JPM-P-J
31.80%
SPY
56.47%
Sharpe Ratio
JPM-P-J
0.08
Winner
SPY
1.68
5Y Beta
JPM-P-J
N/A
SPY
1.00
Industry
JPM-P-J
Other
SPY
N/A
P/E Ratio
Winner
JPM-P-J
0.89
SPY
28.06
Forward P/E
JPM-P-J
N/A
SPY
21.47
PEG Ratio
Winner
JPM-P-J
0.09
SPY
0.36
5Y Dividends CAGR
JPM-P-J
0.00%
Winner
SPY
6.00%
5Y EPS CAGR
JPM-P-J
15.42%
Winner
SPY
25.05%
Debt to Equity
Winner
JPM-P-J
18.69%
SPY
30.60%

JPM-P-J vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JPM-P-J
+0.21%
Winner
SPY
+1.35%
3M
JPM-P-J
-0.85%
Winner
SPY
+13.50%
6M
JPM-P-J
-1.54%
Winner
SPY
+11.30%
1Y
JPM-P-J
+3.79%
Winner
SPY
+26.75%
5Y(CAGR)
JPM-P-J
-1.20%
Winner
SPY
+14.01%
10Y(CAGR)
JPM-P-J
N/A
SPY
+15.56%
Max(CAGR)
JPM-P-J
+1.34%
Winner
SPY
+8.52%

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

Returns include dividend reinvestment.

YearJPM-P-JSPY
2026-2.17%+9.89%
2025+0.17%+18.00%
2024+5.32%+25.59%
2023+14.99%+26.72%
2022-22.63%-18.64%
2021+0.30%+30.52%
2020+12.04%+17.28%
2019+3.12%+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-J vs SPY Drawdown Comparison

The maximum drawdown for JPM-P-J was -26.05%, occurring on Nov 7, 2022. Recovery took 799 trading sessions.

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

The current JPM-P-J drawdown is -10.83%. The current SPY drawdown is -1.44%.

RankJPM-P-JSPY
#1-26.05%
Jul 7, 2021 - Sep 10, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-24.89%
Feb 14, 2020 - Jul 20, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.34%
Sep 20, 2024 - May 21, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.67%
Dec 21, 2020 - Jun 30, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.50%
Jul 31, 2020 - Oct 15, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.72%
Oct 15, 2020 - Nov 23, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.41%
Nov 24, 2020 - Dec 8, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.23%
Nov 1, 2019 - Nov 19, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.12%
Jan 3, 2020 - Jan 30, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.48%
Nov 27, 2019 - Dec 11, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.35%
Dec 26, 2019 - Jan 2, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.29%
Sep 17, 2024 - Sep 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.24%
Nov 19, 2019 - Nov 27, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.15%
Jun 30, 2021 - Jul 6, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.11%
Feb 11, 2020 - Feb 14, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JPM-P-J and SPY is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (1999 - 2026)

JPM-P-J vs SPY dividend yield comparison.

YearJPM-P-JSPY
20263.07%0.50%
20255.87%1.07%
20245.56%1.21%
20235.55%1.40%
20226.17%1.65%
20214.51%1.20%
20204.57%1.52%
20190.00%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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