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JPSV vs SPY

Comparison between JPMORGAN ACTIVE SMALL CAP VALUE ETF (JPSV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

JPSV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPSV
$25M
Winner
SPY
$735B
Expense Ratio
JPSV
0.74%
Winner
SPY
0.09%
Max Drawdown
Winner
JPSV
23.70%
SPY
56.47%
Sharpe Ratio
JPSV
0.90
Winner
SPY
1.62
5Y Beta
Winner
JPSV
0.80
SPY
1.00
P/E Ratio
Winner
JPSV
20.53
SPY
28.99
Forward P/E
Winner
JPSV
13.11
SPY
22.37
5Y Dividends CAGR
JPSV
N/A
SPY
5.43%
5Y EPS CAGR
JPSV
11.04%
Winner
SPY
26.05%
Debt to Equity
JPSV
177.24%
Winner
SPY
32.40%
P/S Ratio
Winner
JPSV
1.16
SPY
3.74
P/B Ratio
Winner
JPSV
1.66
SPY
5.61

JPSV vs SPY - Holdings Comparison

JPSV and SPY have 1 common holdings. Overlap is 0.00%

JPSV's top 25 holdings weight is 36.23%. SPY's top 25 holdings weight is 52.37%.

RankJPSVSPY
#1
INSIGHT ENTERPRISES INC (NSIT) - 1.98%
NVIDIA CORP (NVDA) - 8.10%
#2
RALLIANT CORP (RAL) - 1.69%
APPLE INC (AAPL) - 7.02%
#3
JOHN WILEY & SONS INC CLASS A (WLY) - 1.68%
MICROSOFT CORP (MSFT) - 4.79%
#4
CARS.COM INC (CARS) - 1.68%
AMAZON.COM INC (AMZN) - 4.02%
#5
OLD NATIONAL BANCORP (ONB) - 1.66%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
SCANSOURCE INC (SCSC) - 1.63%
BROADCOM INC (AVGO) - 3.10%
#7
KODIAK GAS SERVICES INC (KGS) - 1.62%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
SANMINA CORP (SANM) - 1.59%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
LIVANOVA PLC (LIVN) - 1.58%
TESLA INC (TSLA) - 1.89%
#10
STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.56%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MEDIAALPHA INC ORDINARY SHARES CLASS A (MAX) - 1.52%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
SELECTIVE INSURANCE GROUP INC (SIGI) - 1.46%
ELI LILLY AND CO (LLY) - 1.31%
#13
PROVIDENT FINANCIAL SERVICES INC (PFS) - 1.41%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.37%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
QCR HOLDINGS INC (QCRH) - 1.33%
EXXON MOBIL CORP (XOM) - 0.97%
#16
RADIAN GROUP INC (RDN) - 1.32%
INTEL CORP (INTC) - 0.90%
#17
n/a (WFRD) - 1.30%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MATADOR RESOURCES CO (MTDR) - 1.28%
VISA INC CLASS A (V) - 0.85%
#19
SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.26%
WALMART INC (WMT) - 0.81%
#20
H.B. FULLER CO (FUL) - 1.25%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
INGRAM MICRO HOLDING CORP (INGM) - 1.25%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
COLUMBIA BANKING SYSTEM INC (COLB) - 1.24%
CATERPILLAR INC (CAT) - 0.66%
#23
ENPRO INC (NPO) - 1.23%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
WSFS FINANCIAL CORP (WSFS) - 1.19%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
SOUTHSTATE BANK CORP (SSB) - 1.15%
ABBVIE INC (ABBV) - 0.58%
Total Holdings109505

JPSV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPSV
+2.08%
SPY
+1.90%
3M
JPSV
+5.41%
Winner
SPY
+8.55%
6M
Winner
JPSV
+10.31%
SPY
+8.18%
1Y
JPSV
+18.22%
Winner
SPY
+25.79%
5Y(CAGR)
JPSV
N/A
SPY
+13.32%
10Y(CAGR)
JPSV
N/A
SPY
+15.19%
Max(CAGR)
Winner
JPSV
+9.22%
SPY
+8.47%

JPSV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPSVSPY
2026+10.95%+8.26%
2025+1.44%+18.00%
2024+9.24%+25.59%
2023+9.70%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+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%

JPSV vs SPY Drawdown Comparison

The maximum drawdown for JPSV was -22.78%, occurring on Apr 8, 2025. Recovery took 299 trading sessions.

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

The current JPSV drawdown is -0.87%. The current SPY drawdown is -2.90%.

RankJPSVSPY
#1-22.78%
Nov 25, 2024 - Feb 6, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.02%
Aug 7, 2023 - Dec 13, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.34%
Mar 8, 2023 - Jul 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.02%
Feb 6, 2026 - Apr 17, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.80%
Jul 31, 2024 - Nov 6, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.75%
Mar 28, 2024 - May 15, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.15%
Dec 26, 2023 - Mar 21, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.28%
May 15, 2024 - Jul 11, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.11%
Nov 11, 2024 - Nov 25, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.57%
May 8, 2026 - May 22, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.33%
Jul 17, 2024 - Jul 25, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.00%
Apr 28, 2026 - May 8, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.47%
Mar 21, 2024 - Mar 27, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.33%
May 27, 2026 - Jun 3, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.30%
Apr 20, 2026 - Apr 28, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JPSV and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

JPSV vs SPY dividend yield comparison.

YearJPSVSPY
20260.00%0.24%
20251.42%1.07%
20241.21%1.21%
20231.09%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%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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