JPM vs SPY
Comparison between JPMorgan Chase & Company (JPM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceJPM has outperformed SPY, delivering a return of +20.2% compared to +13.2%
JPM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
Winner
JPM
$883B
SPY
$784B
Expense Ratio
JPM
N/A
SPY
0.09%
Max Drawdown
JPM
76.47%
Winner
SPY
56.47%
Sharpe Ratio
JPM
0.91
Winner
SPY
1.54
5Y Beta
Winner
JPM
0.91
SPY
1.00
Industry
JPM
Banks - Diversified
SPY
N/A
P/E Ratio
Winner
JPM
14.88
SPY
27.62
Forward P/E
Winner
JPM
14.84
SPY
21.11
PEG Ratio
JPM
1.51
SPY
N/A
Dividend Yield
JPM
1.81%
SPY
N/A
5Y Dividends CAGR
Winner
JPM
10.38%
SPY
6.00%
5Y EPS CAGR
JPM
15.42%
Winner
SPY
25.30%
Debt to Equity
Winner
JPM
18.69%
SPY
31.11%
Free Cash Flow Yield
JPM
-12.19%
SPY
N/A
P/S Ratio
JPM
5.02
Winner
SPY
3.49
P/B Ratio
Winner
JPM
2.53
SPY
5.30
JPM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPM
+9.06%
SPY
-1.37%
3M
Winner
JPM
+15.84%
SPY
+12.22%
6M
JPM
+3.50%
Winner
SPY
+7.20%
1Y
JPM
+22.39%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
JPM
+20.21%
SPY
+13.19%
10Y(CAGR)
Winner
JPM
+21.15%
SPY
+15.12%
Max(CAGR)
Winner
JPM
+10.18%
SPY
+8.44%
JPM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JPM | SPY |
|---|---|---|
| 2026 | +3.64% | +7.95% |
| 2025 | +37.16% | +18.00% |
| 2024 | +42.61% | +25.59% |
| 2023 | +29.64% | +26.72% |
| 2022 | -14.42% | -18.64% |
| 2021 | +28.94% | +30.52% |
| 2020 | -6.65% | +17.28% |
| 2019 | +44.76% | +31.09% |
| 2018 | -7.52% | -5.24% |
| 2017 | +25.37% | +20.78% |
| 2016 | +38.70% | +13.59% |
| 2015 | +7.83% | +1.31% |
| 2014 | +9.67% | +14.56% |
| 2013 | +33.70% | +29.00% |
| 2012 | +29.44% | +14.17% |
| 2011 | -22.11% | +0.85% |
| 2010 | -0.63% | +13.14% |
| 2009 | +33.35% | +22.67% |
| 2008 | -23.19% | -36.25% |
| 2007 | -7.11% | +5.32% |
| 2006 | +24.04% | +13.85% |
| 2005 | +5.36% | +5.32% |
| 2004 | +9.28% | +10.75% |
| 2003 | +49.22% | +24.18% |
| 2002 | -31.35% | -22.42% |
| 2001 | -13.56% | -10.13% |
| 2000 | -1.95% | -8.84% |
| 1999 | -7.03% | +8.61% |
JPM vs SPY Drawdown Comparison
The maximum drawdown for JPM was -73.07%, occurring on Oct 9, 2002. Recovery took 1715 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPY drawdown is -3.18%.
| Rank | JPM | SPY |
|---|---|---|
| #1 | -73.07% Mar 23, 2000 - Jan 22, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -68.15% May 9, 2007 - Jan 16, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -43.62% Jan 2, 2020 - Jan 7, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -38.75% Oct 22, 2021 - Dec 14, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.39% Feb 18, 2025 - Jun 23, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.20% Jul 22, 2015 - Oct 5, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.79% Sep 20, 2018 - Apr 29, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.59% Nov 5, 1999 - Mar 16, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.47% Jan 6, 2026 - Jun 17, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.34% Dec 30, 2014 - Apr 14, 2015 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.64% Feb 26, 2018 - Aug 7, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.16% Mar 24, 2014 - Sep 17, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.73% Mar 1, 2017 - Jul 3, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.21% Jul 23, 2013 - Nov 21, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.19% Jun 4, 2021 - Sep 27, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between JPM and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
JPM vs SPY dividend yield comparison.
| Year | JPM | SPY |
|---|---|---|
| 2026 | 0.90% | 0.50% |
| 2025 | 1.72% | 1.07% |
| 2024 | 1.92% | 1.21% |
| 2023 | 2.38% | 1.40% |
| 2022 | 2.98% | 1.65% |
| 2021 | 2.34% | 1.20% |
| 2020 | 2.83% | 1.52% |
| 2019 | 2.37% | 1.75% |
| 2018 | 2.54% | 2.04% |
| 2017 | 1.91% | 1.80% |
| 2016 | 2.13% | 2.03% |
| 2015 | 2.54% | 2.06% |
| 2014 | 2.49% | 1.87% |
| 2013 | 2.33% | 1.81% |
| 2012 | 2.62% | 2.18% |
| 2011 | 2.41% | 2.05% |
| 2010 | 0.47% | 1.80% |
| 2009 | 1.27% | 1.95% |
| 2008 | 4.82% | 3.02% |
| 2007 | 3.30% | 1.85% |
| 2006 | 2.82% | 1.73% |
| 2005 | 3.43% | 1.73% |
| 2004 | 3.49% | 1.82% |
| 2003 | 3.70% | 1.47% |
| 2002 | 5.67% | 1.70% |
| 2001 | 5.56% | 1.25% |
| 2000 | 4.91% | 1.15% |
| 1999 | 0.00% | 0.24% |
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