JPST vs XLV

Comparison between JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF) and THE HEALTH CARE SELECT SECTOR SPDR FUND (XLV, ETF).

5-Year PerformanceXLV has outperformed JPST, delivering a return of +4.6% compared to +3.6%

JPST vs XLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPST(ETF)	XLV(ETF)
Net Assets	$38B	$39B
Expense Ratio	0.18%	0.08%
Max Drawdown	3.30%	40.58%
Sharpe Ratio	1.37	0.34
5Y Beta	0.00	0.48
P/E Ratio	N/A	27.12
Forward P/E	N/A	17.27
5Y Dividends CAGR	33.32%	8.03%
5Y EPS CAGR	N/A	13.45%
Debt to Equity	N/A	-113.38%
P/S Ratio	N/A	1.37
P/B Ratio	N/A	4.35

Net Assets

JPST

$38B

Winner

XLV

$39B

Expense Ratio

JPST

0.18%

Winner

XLV

0.08%

Max Drawdown

Winner

JPST

3.30%

XLV

40.58%

Sharpe Ratio

Winner

JPST

1.37

XLV

0.34

5Y Beta

Winner

JPST

0.00

XLV

0.48

P/E Ratio

JPST

N/A

XLV

27.12

Forward P/E

JPST

N/A

XLV

17.27

5Y Dividends CAGR

Winner

JPST

33.32%

XLV

8.03%

5Y EPS CAGR

JPST

N/A

XLV

13.45%

Debt to Equity

JPST

N/A

XLV

-113.38%

P/S Ratio

JPST

N/A

XLV

1.37

P/B Ratio

JPST

N/A

XLV

4.35

JPST vs XLV - Historical Returns

Returns include dividend reinvestment.

Period	JPST	XLV
1 month	+0.37%	-4.13%
3 months	+0.68%	-7.83%
6 months	+1.84%	-0.99%
1 year	+4.49%	+8.87%
5 years(CAGR)	+3.58%	+4.62%
10 years(CAGR)	+2.98%	+9.26%
Max(CAGR)	+2.98%	+7.95%

Winner

JPST

+0.37%

XLV

-4.13%

Winner

JPST

+0.68%

XLV

-7.83%

Winner

JPST

+1.84%

XLV

-0.99%

JPST

+4.49%

Winner

XLV

+8.87%

5Y(CAGR)

JPST

+3.58%

Winner

XLV

+4.62%

10Y(CAGR)

JPST

+2.98%

Winner

XLV

+9.26%

Max(CAGR)

JPST

+2.98%

Winner

XLV

+7.95%

JPST vs XLV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPST	XLV
2026	+1.12%	-7.35%
2025	+4.95%	+14.46%
2024	+5.58%	+0.70%
2023	+5.15%	+2.36%
2022	+1.14%	-1.07%
2021	+0.11%	+26.58%
2020	+2.18%	+13.04%
2019	+3.42%	+22.30%
2018	+2.25%	+5.10%
2017	+1.00%	+20.20%
2016	N/A	-0.98%
2015	N/A	+6.45%
2014	N/A	+25.84%
2013	N/A	+38.67%
2012	N/A	+15.87%
2011	N/A	+11.38%
2010	N/A	+1.54%
2009	N/A	+17.13%
2008	N/A	-22.50%
2007	N/A	+7.12%
2006	N/A	+5.76%
2005	N/A	+7.66%
2004	N/A	+1.05%
2003	N/A	+11.89%
2002	N/A	-1.59%
2001	N/A	+3.39%
2000	N/A	-9.87%
1999	N/A	+10.22%

JPST vs XLV Drawdown Comparison

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

The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.

The current XLV drawdown is -10.06%.

Rank	JPST	XLV
#1	-3.28% Mar 5, 2020 - May 20, 2020	-39.17% Dec 10, 2007 - Apr 26, 2011
#2	-0.79% Oct 1, 2021 - Nov 8, 2022	-33.13% Jan 10, 2000 - Jun 16, 2005
#3	-0.30% Apr 3, 2025 - Apr 21, 2025	-28.39% Jan 22, 2020 - Jul 15, 2020
#4	-0.28% Sep 26, 2017 - Oct 13, 2017	-17.34% May 18, 2011 - Jan 18, 2012
#5	-0.28% May 11, 2023 - Jun 16, 2023	-17.11% Sep 16, 2024 - Nov 21, 2025
#6	-0.15% Feb 26, 2026 - Mar 31, 2026	-17.08% Jul 20, 2015 - Mar 1, 2017
#7	-0.15% Sep 17, 2020 - Oct 21, 2020	-16.06% Apr 8, 2022 - Jan 4, 2024
#8	-0.14% Jun 10, 2020 - Jun 16, 2020	-15.44% Nov 30, 2018 - Oct 29, 2019
#9	-0.12% Mar 8, 2018 - Mar 26, 2018	-12.79% Jan 26, 2018 - Aug 17, 2018
#10	-0.12% Mar 23, 2023 - Apr 4, 2023	-10.56% Dec 30, 2021 - Apr 7, 2022
#11	-0.12% Mar 1, 2021 - Apr 22, 2021	-10.47% Feb 27, 2026 - Apr 29, 2026
#12	-0.10% Jul 26, 2017 - Aug 3, 2017	-9.85% Mar 22, 2006 - Aug 29, 2006
#13	-0.10% Apr 5, 2023 - Apr 24, 2023	-8.71% Oct 1, 2018 - Nov 30, 2018
#14	-0.10% Dec 16, 2024 - Dec 26, 2024	-8.21% May 7, 2007 - Nov 30, 2007
#15	-0.10% Oct 2, 2024 - Oct 14, 2024	-8.08% Sep 3, 2021 - Dec 15, 2021

Correlation

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

0.89

-101

Dividend Comparison (1999 - 2026)

JPST vs XLV dividend yield comparison.

Year	JPST	XLV
2026	1.36%	0.41%
2025	4.43%	1.60%
2024	5.16%	1.67%
2023	4.79%	1.59%
2022	1.83%	1.47%
2021	0.73%	1.33%
2020	1.43%	1.49%
2019	2.69%	2.17%
2018	2.07%	1.57%
2017	0.96%	1.47%
2016	0.00%	1.60%
2015	0.00%	1.43%
2014	0.00%	1.35%
2013	0.00%	1.52%
2012	0.00%	2.01%
2011	0.00%	1.96%
2010	0.00%	1.83%
2009	0.00%	1.85%
2008	0.00%	2.19%
2007	0.00%	1.62%
2006	0.00%	1.35%
2005	0.00%	1.25%
2004	0.00%	1.13%
2003	0.00%	1.15%
2002	0.00%	0.74%
2001	0.00%	0.27%
2000	0.00%	0.22%
1999	0.00%	0.57%