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JPME vs SPY

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JPME, delivering a return of +13.0% compared to +9.3%

JPME vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPME
$453M
Winner
SPY
$781B
Expense Ratio
JPME
0.24%
Winner
SPY
0.09%
Max Drawdown
Winner
JPME
41.01%
SPY
56.47%
Sharpe Ratio
Winner
JPME
1.36
SPY
1.25
5Y Beta
Winner
JPME
0.73
SPY
1.00
P/E Ratio
Winner
JPME
20.72
SPY
28.78
Forward P/E
Winner
JPME
14.56
SPY
21.23
5Y Dividends CAGR
Winner
JPME
14.20%
SPY
6.00%
5Y EPS CAGR
JPME
11.90%
Winner
SPY
25.62%
Debt to Equity
JPME
51.96%
Winner
SPY
31.92%
P/S Ratio
Winner
JPME
1.32
SPY
3.76
P/B Ratio
Winner
JPME
2.37
SPY
5.64

JPME vs SPY - Holdings Comparison

JPME and SPY have 141 common holdings. Overlap is 6.02%

JPME's top 25 holdings weight is 10.58%. SPY's top 25 holdings weight is 51.74%.

RankJPMESPY
#1
HF SINCLAIR CORP (DINO) - 0.47%
NVIDIA CORP (NVDA) - 7.89%
#2
DAVITA INC (DVA) - 0.45%
APPLE INC (AAPL) - 7.37%
#3
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.45%
MICROSOFT CORP (MSFT) - 4.50%
#4
ILLUMINA INC (ILMN) - 0.45%
AMAZON.COM INC (AMZN) - 3.82%
#5
CORTEVA INC (CTVA) - 0.45%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
TEXAS ROADHOUSE INC (TXRH) - 0.44%
BROADCOM INC (AVGO) - 2.86%
#7
DARLING INGREDIENTS INC (DAR) - 0.44%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
UNITED AIRLINES HOLDINGS INC (UAL) - 0.43%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
W.W. GRAINGER INC (GWW) - 0.43%
TESLA INC (TSLA) - 1.70%
#10
EXELIXIS INC (EXEL) - 0.43%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.43%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
F5 INC (FFIV) - 0.43%
ELI LILLY AND CO (LLY) - 1.40%
#13
TECHNIPFMC PLC (n/a) - 0.43%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
ENTERGY CORP (ETR) - 0.43%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
PERFORMANCE FOOD GROUP CO (PFGC) - 0.42%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
IRIDIUM COMMUNICATIONS INC (IRDM) - 0.42%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.42%
VISA INC CLASS A (V) - 0.90%
#18
MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.42%
WALMART INC (WMT) - 0.76%
#19
NETAPP INC (NTAP) - 0.42%
INTEL CORP (INTC) - 0.75%
#20
MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 0.42%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
CASEY'S GENERAL STORES INC (CASY) - 0.38%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
RELIANCE INC (RS) - 0.38%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
EMCOR GROUP INC (EME) - 0.38%
ABBVIE INC (ABBV) - 0.66%
#24
REGENCY CENTERS CORP (REG) - 0.38%
CATERPILLAR INC (CAT) - 0.65%
#25
CONSOLIDATED EDISON INC (ED) - 0.38%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings315505

JPME vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPME
+1.72%
SPY
+0.52%
3M
JPME
+4.04%
Winner
SPY
+6.55%
6M
Winner
JPME
+10.48%
SPY
+9.76%
1Y
Winner
JPME
+22.03%
SPY
+20.32%
5Y(CAGR)
JPME
+9.35%
Winner
SPY
+13.01%
10Y(CAGR)
JPME
+10.86%
Winner
SPY
+15.06%
Max(CAGR)
Winner
JPME
+11.39%
SPY
+8.50%

JPME vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPMESPY
2026+14.75%+10.11%
2025+8.39%+18.00%
2024+13.32%+25.59%
2023+11.82%+26.72%
2022-9.80%-18.64%
2021+30.73%+30.52%
2020+8.62%+17.28%
2019+25.84%+31.09%
2018-9.19%-5.24%
2017+18.60%+20.78%
2016+10.30%+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%

JPME vs SPY Drawdown Comparison

The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

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

The current JPME drawdown is -0.59%. The current SPY drawdown is -1.24%.

RankJPMESPY
#1-41.01%
Jan 17, 2020 - Nov 16, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.91%
Aug 29, 2018 - Jul 3, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.30%
Jan 4, 2022 - Dec 26, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.70%
Nov 29, 2024 - Sep 11, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.57%
Jan 26, 2018 - Jul 19, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.84%
Mar 2, 2026 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.58%
Nov 16, 2021 - Dec 27, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.56%
Jul 26, 2019 - Nov 1, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.51%
Mar 28, 2024 - Jul 16, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.27%
Jun 8, 2016 - Jul 12, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.26%
Aug 23, 2016 - Nov 21, 2016		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.09%
Jul 31, 2024 - Aug 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.85%
Sep 2, 2021 - Oct 20, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.58%
Jan 20, 2021 - Feb 8, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.42%
Sep 11, 2025 - Nov 26, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JPME and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

JPME vs SPY dividend yield comparison.

YearJPMESPY
20260.73%0.49%
20252.03%1.07%
20241.77%1.21%
20231.84%1.40%
20221.84%1.65%
20211.44%1.20%
20201.51%1.52%
20191.68%1.75%
20181.80%2.04%
20171.17%1.80%
20160.91%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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