JPSE vs DGT
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF) and STATE STREET(R) SPDR(R) GLOBAL DOW ETF (DGT, ETF).
5-Year PerformanceDGT has outperformed JPSE, delivering a return of +13.1% compared to +6.9%
JPSE vs DGT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPSE
$587M
DGT
$586M
Expense Ratio
Winner
JPSE
0.29%
DGT
0.50%
Max Drawdown
Winner
JPSE
43.24%
DGT
58.33%
Sharpe Ratio
JPSE
1.54
Winner
DGT
1.81
5Y Beta
JPSE
0.91
Winner
DGT
0.78
P/E Ratio
JPSE
28.52
Winner
DGT
25.48
Forward P/E
Winner
JPSE
13.89
DGT
19.54
PEG Ratio
JPSE
N/A
DGT
0.54
5Y Dividends CAGR
JPSE
10.43%
Winner
DGT
16.91%
5Y EPS CAGR
JPSE
12.42%
Winner
DGT
13.28%
Debt to Equity
JPSE
118.48%
DGT
N/A
P/S Ratio
Winner
JPSE
1.10
DGT
2.05
P/B Ratio
Winner
JPSE
1.73
DGT
3.98
JPSE vs DGT - Holdings Comparison
JPSE and DGT have 1 common holdings. Overlap is 0.00%
JPSE's top 25 holdings weight is 12.21%. DGT's top 25 holdings weight is 25.77%.
| Rank | JPSE | DGT |
|---|---|---|
| #1 | TTM TECHNOLOGIES INC (TTMI) - 0.63% | INTEL CORP (INTC) - 2.76% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 0.56% | ADVANCED MICRO DEVICES INC (AMD) - 1.74% |
| #3 | SANMINA CORP (SANM) - 0.55% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.35% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.54% | CATERPILLAR INC (CAT) - 1.19% |
| #5 | ONE GAS INC (OGS) - 0.52% | ASML HOLDING NV (n/a) - 1.12% |
| #6 | ORMAT TECHNOLOGIES INC (ORA) - 0.52% | ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 1.08% |
| #7 | VIASAT INC (VSAT) - 0.52% | SOFTBANK GROUP CORP (n/a) - 0.98% |
| #8 | PEDIATRIX MEDICAL GROUP INC (MD) - 0.52% | FEDEX CORP (FDX) - 0.98% |
| #9 | SIGNET JEWELERS LTD (SIG) - 0.52% | n/a (TSM) - 0.97% |
| #10 | SCORPIO TANKERS INC (STNG) - 0.52% | CISCO SYSTEMS INC (CSCO) - 0.96% |
| #11 | NORTHWEST NATURAL HOLDING CO (NWN) - 0.52% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.95% |
| #12 | NOVANTA INC (NOVT) - 0.52% | TELEFONAKTIEBOLAGET L M ERICSSON CLASS B (n/a) - 0.93% |
| #13 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.49% | SLB LTD (SLB) - 0.90% |
| #14 | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.48% | BHP GROUP LTD (n/a) - 0.89% |
| #15 | RAMBUS INC (RMBS) - 0.47% | DUPONT DE NEMOURS INC (DD) - 0.86% |
| #16 | BENCHMARK ELECTRONICS INC (BHE) - 0.46% | QUALCOMM INC (QCOM) - 0.86% |
| #17 | PHOTRONICS INC (PLAB) - 0.46% | ABB LTD (n/a) - 0.85% |
| #18 | ARGAN INC (AGX) - 0.45% | ANGLO AMERICAN PLC (n/a) - 0.85% |
| #19 | FORMFACTOR INC (FORM) - 0.45% | ENGIE SA (n/a) - 0.84% |
| #20 | HARMONIC INC (HLIT) - 0.43% | TOTALENERGIES SE (TTE) - 0.81% |
| #21 | MATERION CORP (MTRN) - 0.43% | MERCK & CO INC (MRK) - 0.79% |
| #22 | KAISER ALUMINUM CORP (KALU) - 0.42% | SAMSUNG ELECTRONICS CO LTD (n/a) - 0.78% |
| #23 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.41% | HOWMET AEROSPACE INC (HWM) - 0.78% |
| #24 | GLOBALSTAR INC (GSAT) - 0.41% | ELI LILLY AND CO (LLY) - 0.78% |
| #25 | PLEXUS CORP (PLXS) - 0.41% | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 0.77% |
| Total Holdings | 504 | 177 |
JPSE vs DGT - Historical Returns
Returns include dividend reinvestment.
1M
JPSE
-1.43%
Winner
DGT
+1.65%
3M
Winner
JPSE
+6.76%
DGT
+6.03%
6M
Winner
JPSE
+13.80%
DGT
+12.20%
1Y
Winner
JPSE
+30.99%
DGT
+28.47%
5Y(CAGR)
JPSE
+6.88%
Winner
DGT
+13.14%
10Y(CAGR)
JPSE
+10.46%
Winner
DGT
+13.76%
Max(CAGR)
Winner
JPSE
+10.46%
DGT
+5.52%
JPSE vs DGT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | JPSE | DGT |
|---|---|---|
| 2026 | +13.69% | +10.08% |
| 2025 | +8.90% | +30.03% |
| 2024 | +8.30% | +14.54% |
| 2023 | +16.10% | +20.34% |
| 2022 | -15.23% | -8.80% |
| 2021 | +29.80% | +21.88% |
| 2020 | +12.62% | +8.54% |
| 2019 | +22.59% | +21.99% |
| 2018 | -8.79% | -10.53% |
| 2017 | +14.33% | +24.07% |
| 2016 | +3.67% | +10.81% |
| 2015 | N/A | -3.86% |
| 2014 | N/A | +4.02% |
| 2013 | N/A | +23.45% |
| 2012 | N/A | +11.86% |
| 2011 | N/A | -12.82% |
| 2010 | N/A | +2.85% |
| 2009 | N/A | +19.97% |
| 2008 | N/A | -37.15% |
| 2007 | N/A | +5.86% |
| 2006 | N/A | +17.48% |
| 2005 | N/A | +3.80% |
| 2004 | N/A | +7.15% |
| 2003 | N/A | +21.09% |
| 2002 | N/A | -23.14% |
| 2001 | N/A | -11.47% |
| 2000 | N/A | -9.42% |
JPSE vs DGT Drawdown Comparison
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for DGT was -55.36%, occurring on Mar 9, 2009. Recovery took 1614 trading sessions.
The current JPSE drawdown is -2.19%. The current DGT drawdown is -2.47%.
| Rank | JPSE | DGT |
|---|---|---|
| #1 | -43.02% Jan 16, 2020 - Nov 16, 2020 | -55.36% Oct 31, 2007 - Apr 1, 2014 |
| #2 | -25.57% Nov 8, 2021 - Jul 15, 2024 | -46.20% Oct 4, 2000 - Jan 24, 2007 |
| #3 | -25.49% Nov 25, 2024 - Dec 10, 2025 | -34.40% Feb 12, 2020 - Nov 10, 2020 |
| #4 | -23.26% Sep 14, 2018 - Dec 26, 2019 | -25.20% Feb 9, 2022 - Jul 3, 2023 |
| #5 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -21.38% May 18, 2015 - Dec 8, 2016 |
| #6 | -8.40% Mar 15, 2021 - Jun 1, 2021 | -19.38% Jan 29, 2018 - Nov 25, 2019 |
| #7 | -8.33% Jun 8, 2021 - Oct 20, 2021 | -14.67% Feb 18, 2025 - May 12, 2025 |
| #8 | -8.19% Jan 23, 2018 - May 17, 2018 | -10.27% Jul 31, 2023 - Dec 13, 2023 |
| #9 | -8.00% Feb 26, 2026 - Apr 13, 2026 | -9.34% Jul 24, 2014 - Apr 15, 2015 |
| #10 | -5.09% Feb 24, 2021 - Mar 10, 2021 | -8.76% Jul 17, 2007 - Oct 1, 2007 |
| #11 | -4.66% Jul 25, 2017 - Sep 21, 2017 | -8.38% Feb 26, 2026 - Apr 30, 2026 |
| #12 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -7.04% Jul 16, 2024 - Aug 19, 2024 |
| #13 | -4.38% Jan 22, 2021 - Feb 4, 2021 | -6.46% Jun 4, 2021 - Oct 15, 2021 |
| #14 | -4.36% Oct 16, 2024 - Nov 6, 2024 | -6.38% Nov 8, 2021 - Jan 3, 2022 |
| #15 | -4.17% Apr 26, 2017 - Jun 9, 2017 | -5.85% Feb 14, 2007 - Apr 13, 2007 |
Correlation
Correlation between JPSE and DGT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
JPSE vs DGT dividend yield comparison.
| Year | JPSE | DGT |
|---|---|---|
| 2026 | 0.15% | 0.29% |
| 2025 | 1.62% | 2.78% |
| 2024 | 1.66% | 2.83% |
| 2023 | 1.76% | 2.53% |
| 2022 | 1.55% | 3.15% |
| 2021 | 1.24% | 2.66% |
| 2020 | 1.32% | 1.97% |
| 2019 | 1.23% | 2.76% |
| 2018 | 1.18% | 2.50% |
| 2017 | 0.74% | 1.93% |
| 2016 | 0.14% | 2.31% |
| 2015 | 0.00% | 2.37% |
| 2014 | 0.00% | 2.68% |
| 2013 | 0.00% | 2.18% |
| 2012 | 0.00% | 2.37% |
| 2011 | 0.00% | 2.64% |
| 2010 | 0.00% | 2.17% |
| 2009 | 0.00% | 2.57% |
| 2008 | 0.00% | 4.09% |
| 2007 | 0.00% | 2.16% |
| 2006 | 0.00% | 2.02% |
| 2005 | 0.00% | 2.07% |
| 2004 | 0.00% | 1.94% |
| 2003 | 0.00% | 1.85% |
| 2002 | 0.00% | 1.65% |
| 2001 | 0.00% | 1.07% |
| 2000 | 0.00% | 0.17% |
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