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JPST vs XLE

Comparison between JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF) and STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF).

5-Year PerformanceXLE has outperformed JPST, delivering a return of +18.9% compared to +3.6%

JPST vs XLE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPST
$38B
Winner
XLE
$39B
Expense Ratio
JPST
0.18%
Winner
XLE
0.08%
Max Drawdown
Winner
JPST
3.30%
XLE
76.73%
Sharpe Ratio
JPST
1.01
Winner
XLE
1.48
5Y Beta
Winner
JPST
0.00
XLE
0.54
P/E Ratio
JPST
N/A
XLE
22.77
Forward P/E
JPST
N/A
XLE
12.66
PEG Ratio
JPST
N/A
XLE
1.06
5Y Dividends CAGR
Winner
JPST
33.80%
XLE
6.90%
5Y EPS CAGR
JPST
N/A
XLE
19.33%
Debt to Equity
JPST
N/A
XLE
39.74%
P/S Ratio
JPST
N/A
XLE
1.65
P/B Ratio
JPST
N/A
XLE
2.51

JPST vs XLE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPST
+0.37%
XLE
-6.54%
3M
Winner
JPST
+1.01%
XLE
-3.44%
6M
JPST
+1.76%
Winner
XLE
+24.76%
1Y
JPST
+4.31%
Winner
XLE
+30.55%
5Y(CAGR)
JPST
+3.64%
Winner
XLE
+18.90%
10Y(CAGR)
JPST
+2.99%
Winner
XLE
+9.56%
Max(CAGR)
JPST
+2.99%
Winner
XLE
+8.24%

JPST vs XLE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPSTXLE
2026+1.50%+22.47%
2025+4.95%+6.64%
2024+5.58%+4.40%
2023+5.15%+2.97%
2022+1.14%+59.24%
2021+0.11%+53.07%
2020+2.18%-33.12%
2019+3.42%+9.58%
2018+2.25%-19.53%
2017+1.00%-2.00%
2016N/A+28.06%
2015N/A-21.84%
2014N/A-7.38%
2013N/A+23.53%
2012N/A+2.36%
2011N/A+2.08%
2010N/A+18.05%
2009N/A+16.01%
2008N/A-39.08%
2007N/A+41.83%
2006N/A+12.74%
2005N/A+45.54%
2004N/A+33.98%
2003N/A+23.23%
2002N/A-14.05%
2001N/A-18.34%
2000N/A+26.90%
1999N/A+0.56%

JPST vs XLE Drawdown Comparison

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.

The current XLE drawdown is -11.21%.

RankJPSTXLE
#1-3.28%
Mar 5, 2020 - May 20, 2020		-71.26%
Jun 23, 2014 - Mar 4, 2022
#2-0.79%
Oct 1, 2021 - Nov 8, 2022		-57.37%
May 20, 2008 - May 20, 2013
#3-0.30%
Apr 3, 2025 - Apr 21, 2025		-41.54%
May 18, 2001 - Jul 16, 2004
#4-0.28%
Sep 26, 2017 - Oct 13, 2017		-26.08%
Jun 8, 2022 - Nov 1, 2022
#5-0.28%
May 11, 2023 - Jun 16, 2023		-20.15%
Nov 22, 2024 - Jan 5, 2026
#6-0.15%
Feb 26, 2026 - Mar 31, 2026		-17.34%
Nov 15, 2022 - Sep 8, 2023
#7-0.15%
Sep 17, 2020 - Oct 21, 2020		-16.88%
Dec 26, 2007 - Apr 16, 2008
#8-0.14%
Jun 10, 2020 - Jun 16, 2020		-16.45%
Sep 29, 2005 - Jan 13, 2006
#9-0.12%
Mar 8, 2018 - Mar 26, 2018		-15.99%
Apr 21, 2006 - Nov 29, 2006
#10-0.12%
Mar 23, 2023 - Apr 4, 2023		-14.71%
Jan 21, 2000 - Mar 29, 2000
#11-0.12%
Mar 1, 2021 - Apr 22, 2021		-14.14%
Mar 8, 2001 - May 18, 2001
#12-0.10%
Jul 26, 2017 - Aug 3, 2017		-13.72%
Mar 4, 2005 - Jun 16, 2005
#13-0.10%
Apr 5, 2023 - Apr 24, 2023		-13.33%
Apr 5, 2024 - Nov 21, 2024
#14-0.10%
Dec 16, 2024 - Dec 26, 2024		-12.96%
Sep 14, 2023 - Mar 18, 2024
#15-0.10%
Oct 2, 2024 - Oct 14, 2024		-12.44%
Jul 19, 2007 - Sep 18, 2007

Correlation

Correlation between JPST and XLE is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

JPST vs XLE dividend yield comparison.

YearJPSTXLE
20261.69%0.69%
20254.43%3.28%
20245.16%3.36%
20234.79%3.55%
20221.83%3.68%
20210.73%4.21%
20201.43%5.62%
20192.69%6.72%
20182.07%3.54%
20170.96%3.03%
20160.00%2.26%
20150.00%3.39%
20140.00%2.35%
20130.00%1.73%
20120.00%1.82%
20110.00%1.54%
20100.00%1.46%
20090.00%1.81%
20080.00%1.85%
20070.00%0.99%
20060.00%1.24%
20050.00%1.13%
20040.00%1.42%
20030.00%1.74%
20020.00%2.16%
20010.00%1.85%
20000.00%1.45%
19990.00%0.30%

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