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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
$27M
Winner
SPY
$781B
Expense Ratio
JPSV
0.55%
Winner
SPY
0.09%
Max Drawdown
Winner
JPSV
23.70%
SPY
56.47%
Sharpe Ratio
JPSV
1.18
Winner
SPY
1.25
5Y Beta
Winner
JPSV
0.78
SPY
1.00
P/E Ratio
Winner
JPSV
20.98
SPY
28.78
Forward P/E
Winner
JPSV
13.91
SPY
21.23
5Y Dividends CAGR
JPSV
N/A
SPY
6.00%
5Y EPS CAGR
JPSV
9.00%
Winner
SPY
25.62%
Debt to Equity
JPSV
215.49%
Winner
SPY
31.92%
P/S Ratio
Winner
JPSV
1.18
SPY
3.76
P/B Ratio
Winner
JPSV
1.72
SPY
5.64

JPSV vs SPY - Holdings Comparison

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

JPSV's top 25 holdings weight is 37.50%. SPY's top 25 holdings weight is 51.74%.

RankJPSVSPY
#1
JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.97%
NVIDIA CORP (NVDA) - 7.89%
#2
MEDIAALPHA INC ORDINARY SHARES CLASS A (MAX) - 1.92%
APPLE INC (AAPL) - 7.37%
#3
OLD NATIONAL BANCORP (ONB) - 1.82%
MICROSOFT CORP (MSFT) - 4.50%
#4
LIVANOVA PLC (LIVN) - 1.76%
AMAZON.COM INC (AMZN) - 3.82%
#5
INSIGHT ENTERPRISES INC (NSIT) - 1.72%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
CARS.COM INC (CARS) - 1.64%
BROADCOM INC (AVGO) - 2.86%
#7
SELECTIVE INSURANCE GROUP INC (SIGI) - 1.57%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
SCANSOURCE INC (SCSC) - 1.55%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
PROVIDENT FINANCIAL SERVICES INC (PFS) - 1.46%
TESLA INC (TSLA) - 1.70%
#10
SANMINA CORP (SANM) - 1.45%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
QCR HOLDINGS INC (QCRH) - 1.40%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
COLUMBIA BANKING SYSTEM INC (COLB) - 1.33%
ELI LILLY AND CO (LLY) - 1.40%
#13
SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.33%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.32%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
RADIAN GROUP INC (RDN) - 1.30%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
WESBANCO INC (WSBC) - 1.29%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 1.26%
VISA INC CLASS A (V) - 0.90%
#18
WSFS FINANCIAL CORP (WSFS) - 1.24%
WALMART INC (WMT) - 0.76%
#19
M/I HOMES INC (MHO) - 1.20%
INTEL CORP (INTC) - 0.75%
#20
SOUTHSTATE BANK CORP (SSB) - 1.20%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
INGRAM MICRO HOLDING CORP (INGM) - 1.19%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.18%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
n/a (GHC) - 1.17%
ABBVIE INC (ABBV) - 0.66%
#24
HAYWARD HOLDINGS INC (HAYW) - 1.13%
CATERPILLAR INC (CAT) - 0.65%
#25
CAMDEN NATIONAL CORP (CAC) - 1.10%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings108505

JPSV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPSV
+4.58%
SPY
+0.52%
3M
Winner
JPSV
+10.17%
SPY
+6.55%
6M
Winner
JPSV
+12.70%
SPY
+9.76%
1Y
Winner
JPSV
+23.06%
SPY
+20.32%
5Y(CAGR)
JPSV
N/A
SPY
+13.01%
10Y(CAGR)
JPSV
N/A
SPY
+15.06%
Max(CAGR)
Winner
JPSV
+11.38%
SPY
+8.50%

JPSV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPSVSPY
2026+19.84%+10.11%
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 -0.90%. The current SPY drawdown is -1.24%.

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
#12-2.08%
Jun 26, 2026 - Jul 16, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.00%
Apr 28, 2026 - May 8, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.67%
Jun 12, 2026 - Jun 23, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.56%
Jul 16, 2026 - Jul 20, 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%0.49%
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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