JPME vs XSW

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF) and STATE STREET(R) SPDR(R) S&P(R) SOFTWARE & SERVICES ETF (XSW, ETF).

5-Year PerformanceJPME has outperformed XSW, delivering a return of +9.1% compared to -0.7%

JPME vs XSW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPME(ETF)	XSW(ETF)
Net Assets	$445M	$444M
Expense Ratio	0.24%	0.35%
Max Drawdown	41.01%	45.41%
Sharpe Ratio	1.37	-0.41
5Y Beta	0.73	1.26
P/E Ratio	22.51	-114.39
Forward P/E	15.55	14.64
5Y Dividends CAGR	13.97%	-10.61%
5Y EPS CAGR	12.52%	N/A
Debt to Equity	49.42%	35.11%
P/S Ratio	1.41	2.36
P/B Ratio	2.48	3.53

Net Assets

Winner

JPME

$445M

XSW

$444M

Expense Ratio

Winner

JPME

0.24%

XSW

0.35%

Max Drawdown

Winner

JPME

41.01%

XSW

45.41%

Sharpe Ratio

Winner

JPME

1.37

XSW

-0.41

5Y Beta

Winner

JPME

0.73

XSW

1.26

P/E Ratio

JPME

22.51

Winner

XSW

-114.39

Forward P/E

JPME

15.55

Winner

XSW

14.64

5Y Dividends CAGR

Winner

JPME

13.97%

XSW

-10.61%

5Y EPS CAGR

JPME

12.52%

XSW

N/A

Debt to Equity

JPME

49.42%

Winner

XSW

35.11%

P/S Ratio

Winner

JPME

1.41

XSW

2.36

P/B Ratio

Winner

JPME

2.48

XSW

3.53

JPME vs XSW - Holdings Comparison

JPME and XSW have 10 common holdings. Overlap is 1.26%

JPME's top 25 holdings weight is 13.41%. XSW's top 25 holdings weight is 27.46%.

Rank	JPME	XSW
#1	WESTERN DIGITAL CORP (WDC) - 0.76%	HUT 8 CORP (HUT) - 1.62%
#2	HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.65%	ARTERIS INC (AIP) - 1.51%
#3	DEVON ENERGY CORP (DVN) - 0.64%	DIGITAL TURBINE INC (APPS) - 1.41%
#4	TD SYNNEX CORP (SNX) - 0.61%	DATADOG INC CLASS A (DDOG) - 1.32%
#5	LUMENTUM HOLDINGS INC (LITE) - 0.58%	CIPHER DIGITAL INC (CIFR) - 1.16%
#6	IRIDIUM COMMUNICATIONS INC (IRDM) - 0.58%	CERENCE INC ORDINARY SHARES (CRNC) - 1.16%
#7	STEEL DYNAMICS INC (STLD) - 0.56%	RIOT PLATFORMS INC (RIOT) - 1.15%
#8	CIENA CORP (CIEN) - 0.56%	CLEANSPARK INC (CLSK) - 1.12%
#9	JABIL INC (JBL) - 0.56%	PALO ALTO NETWORKS INC (PANW) - 1.12%
#10	MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.55%	FORTINET INC (FTNT) - 1.11%
#11	FLEX LTD (FLEX) - 0.54%	n/a (CORZ) - 1.09%
#12	CORNING INC (GLW) - 0.52%	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.08%
#13	CASEY'S GENERAL STORES INC (CASY) - 0.52%	AURORA INNOVATION INC CLASS A (AUR) - 1.08%
#14	THE TIMKEN CO (TKR) - 0.51%	TERAWULF INC (WULF) - 1.08%
#15	CARPENTER TECHNOLOGY CORP (CRS) - 0.51%	MARA HOLDINGS INC (MARA) - 1.04%
#16	ELEMENT SOLUTIONS INC (ESI) - 0.49%	D-WAVE QUANTUM INC (QBTS) - 0.99%
#17	MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.49%	A10 NETWORKS INC (ATEN) - 0.97%
#18	NUCOR CORP (NUE) - 0.49%	UNITY SOFTWARE INC ORDINARY SHARES (U) - 0.96%
#19	JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.48%	COMMVAULT SYSTEMS INC (CVLT) - 0.94%
#20	TERADYNE INC (TER) - 0.48%	TENABLE HOLDINGS INC (TENB) - 0.94%
#21	DAVITA INC (DVA) - 0.48%	VARONIS SYSTEMS INC (VRNS) - 0.93%
#22	HOST HOTELS & RESORTS INC (HST) - 0.47%	ORACLE CORP (ORCL) - 0.93%
#23	QUANTA SERVICES INC (PWR) - 0.46%	FIVE9 INC (FIVN) - 0.93%
#24	ROYALTY PHARMA PLC CLASS A (RPRX) - 0.46%	ZOOM COMMUNICATIONS INC (ZM) - 0.92%
#25	ARCHER-DANIELS-MIDLAND CO (ADM) - 0.46%	NUTANIX INC CLASS A (NTNX) - 0.90%
Total Holdings	356	137

JPME vs XSW - Historical Returns

Returns include dividend reinvestment.

Period	JPME	XSW
1 month	+2.80%	+1.70%
3 months	+6.81%	+7.16%
6 months	+13.10%	-13.48%
1 year	+22.54%	-10.69%
5 years(CAGR)	+9.05%	-0.72%
10 years(CAGR)	+11.08%	+12.65%
Max(CAGR)	+11.23%	+14.39%

Winner

JPME

+2.80%

XSW

+1.70%

JPME

+6.81%

Winner

XSW

+7.16%

Winner

JPME

+13.10%

XSW

-13.48%

Winner

JPME

+22.54%

XSW

-10.69%

5Y(CAGR)

Winner

JPME

+9.05%

XSW

-0.72%

10Y(CAGR)

JPME

+11.08%

Winner

XSW

+12.65%

Max(CAGR)

JPME

+11.23%

Winner

XSW

+14.39%

JPME vs XSW - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	JPME	XSW
2026	+12.01%	-11.68%
2025	+8.39%	-1.16%
2024	+13.32%	+29.32%
2023	+11.82%	+38.62%
2022	-9.80%	-34.54%
2021	+30.73%	+9.73%
2020	+8.62%	+50.39%
2019	+25.84%	+35.90%
2018	-9.19%	+7.47%
2017	+18.60%	+27.51%
2016	+10.30%	+12.67%
2015	N/A	+10.00%
2014	N/A	+6.95%
2013	N/A	+44.43%
2012	N/A	+13.85%
2011	N/A	+13.75%

JPME vs XSW Drawdown Comparison

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

The maximum drawdown for XSW was -45.38%, occurring on Nov 9, 2022. Recovery took 755 trading sessions.

The current JPME drawdown is -1.93%. The current XSW drawdown is -20.93%.

Rank	JPME	XSW
#1	-41.01% Jan 17, 2020 - Nov 16, 2020	-45.38% Nov 9, 2021 - Nov 11, 2024
#2	-19.91% Aug 29, 2018 - Jul 3, 2019	-37.82% Feb 19, 2020 - Jun 23, 2020
#3	-19.30% Jan 4, 2022 - Dec 26, 2023	-33.75% Sep 22, 2025 - Apr 10, 2026
#4	-18.70% Nov 29, 2024 - Sep 11, 2025	-30.79% Dec 6, 2024 - Sep 22, 2025
#5	-7.57% Jan 26, 2018 - Jul 19, 2018	-24.69% Jun 23, 2015 - Jul 12, 2016
#6	-6.84% Mar 2, 2026 - Apr 17, 2026	-24.20% Sep 14, 2018 - Feb 25, 2019
#7	-6.58% Nov 16, 2021 - Dec 27, 2021	-16.73% Mar 5, 2014 - Dec 19, 2014
#8	-6.56% Jul 26, 2019 - Nov 1, 2019	-14.60% Feb 12, 2021 - Aug 27, 2021
#9	-6.51% Mar 28, 2024 - Jul 16, 2024	-12.81% Mar 27, 2012 - Sep 7, 2012
#10	-5.27% Jun 8, 2016 - Jul 12, 2016	-11.35% Sep 14, 2012 - Jan 11, 2013
#11	-5.26% Aug 23, 2016 - Nov 21, 2016	-10.81% Sep 2, 2020 - Oct 12, 2020
#12	-5.09% Jul 31, 2024 - Aug 19, 2024	-10.50% Jul 26, 2019 - Nov 26, 2019
#13	-4.85% Sep 2, 2021 - Oct 20, 2021	-10.22% Oct 27, 2011 - Jan 24, 2012
#14	-4.58% Jan 20, 2021 - Feb 8, 2021	-9.11% Apr 30, 2019 - Jul 10, 2019
#15	-4.42% Sep 11, 2025 - Nov 26, 2025	-9.02% Oct 13, 2020 - Nov 16, 2020

Correlation

Correlation between JPME and XSW is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2011 - 2026)

JPME vs XSW dividend yield comparison.

Year	JPME	XSW
2026	0.32%	0.00%
2025	2.03%	0.06%
2024	1.77%	0.07%
2023	1.84%	0.20%
2022	1.84%	0.09%
2021	1.44%	0.13%
2020	1.51%	0.26%
2019	1.68%	0.12%
2018	1.80%	0.31%
2017	1.17%	0.46%
2016	0.91%	0.87%
2015	0.00%	0.54%
2014	0.00%	0.53%
2013	0.00%	2.07%
2012	0.00%	3.64%
2011	0.00%	0.06%