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JPUS vs SPY

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JPUS, delivering a return of +13.3% compared to +9.3%

JPUS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPUS
$442M
Winner
SPY
$735B
Expense Ratio
JPUS
0.18%
Winner
SPY
0.09%
Max Drawdown
Winner
JPUS
38.69%
SPY
56.47%
Sharpe Ratio
JPUS
1.53
Winner
SPY
1.62
5Y Beta
Winner
JPUS
0.65
SPY
1.00
P/E Ratio
Winner
JPUS
21.94
SPY
28.99
Forward P/E
Winner
JPUS
15.98
SPY
22.37
5Y Dividends CAGR
Winner
JPUS
11.81%
SPY
5.43%
5Y EPS CAGR
JPUS
14.07%
Winner
SPY
26.05%
Debt to Equity
JPUS
65.01%
Winner
SPY
32.40%
P/S Ratio
Winner
JPUS
1.57
SPY
3.74
P/B Ratio
Winner
JPUS
2.87
SPY
5.61

JPUS vs SPY - Holdings Comparison

JPUS and SPY have 227 common holdings. Overlap is 26.11%

JPUS's top 25 holdings weight is 13.08%. SPY's top 25 holdings weight is 52.37%.

RankJPUSSPY
#1
CIENA CORP (CIEN) - 0.79%
NVIDIA CORP (NVDA) - 8.10%
#2
LUMENTUM HOLDINGS INC (LITE) - 0.63%
APPLE INC (AAPL) - 7.02%
#3
LAM RESEARCH CORP (LRCX) - 0.63%
MICROSOFT CORP (MSFT) - 4.79%
#4
WESTERN DIGITAL CORP (WDC) - 0.62%
AMAZON.COM INC (AMZN) - 4.02%
#5
IRIDIUM COMMUNICATIONS INC (IRDM) - 0.61%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
KLA CORP (KLAC) - 0.58%
BROADCOM INC (AVGO) - 3.10%
#7
CISCO SYSTEMS INC (CSCO) - 0.58%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
APPLIED MATERIALS INC (AMAT) - 0.55%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
QUANTA SERVICES INC (PWR) - 0.54%
TESLA INC (TSLA) - 1.89%
#10
STEEL DYNAMICS INC (STLD) - 0.54%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CATERPILLAR INC (CAT) - 0.52%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ANALOG DEVICES INC (ADI) - 0.52%
ELI LILLY AND CO (LLY) - 1.31%
#13
CUMMINS INC (CMI) - 0.48%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ELEMENT SOLUTIONS INC (ESI) - 0.47%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CASEY'S GENERAL STORES INC (CASY) - 0.47%
EXXON MOBIL CORP (XOM) - 0.97%
#16
HOST HOTELS & RESORTS INC (HST) - 0.47%
INTEL CORP (INTC) - 0.90%
#17
BANK OF NEW YORK MELLON CORP (BNY) - 0.46%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CARPENTER TECHNOLOGY CORP (CRS) - 0.46%
VISA INC CLASS A (V) - 0.85%
#19
ROYALTY PHARMA PLC CLASS A (RPRX) - 0.46%
WALMART INC (WMT) - 0.81%
#20
ARCHER-DANIELS-MIDLAND CO (ADM) - 0.45%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
DEVON ENERGY CORP (DVN) - 0.45%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.45%
CATERPILLAR INC (CAT) - 0.66%
#23
APA CORP (APA) - 0.45%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
TD SYNNEX CORP (SNX) - 0.45%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.45%
ABBVIE INC (ABBV) - 0.58%
Total Holdings376505

JPUS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JPUS
+0.35%
Winner
SPY
+1.90%
3M
JPUS
+2.79%
Winner
SPY
+8.55%
6M
Winner
JPUS
+11.27%
SPY
+8.18%
1Y
JPUS
+21.24%
Winner
SPY
+25.79%
5Y(CAGR)
JPUS
+9.32%
Winner
SPY
+13.32%
10Y(CAGR)
JPUS
+11.38%
Winner
SPY
+15.19%
Max(CAGR)
Winner
JPUS
+11.91%
SPY
+8.47%

JPUS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPUSSPY
2026+10.38%+8.26%
2025+11.20%+18.00%
2024+13.03%+25.59%
2023+11.47%+26.72%
2022-8.18%-18.64%
2021+30.47%+30.52%
2020+7.51%+17.28%
2019+25.94%+31.09%
2018-6.49%-5.24%
2017+19.84%+20.78%
2016+14.52%+13.59%
2015+6.56%+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%

JPUS vs SPY Drawdown Comparison

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

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

The current JPUS drawdown is -0.73%. The current SPY drawdown is -2.90%.

RankJPUSSPY
#1-38.69%
Feb 14, 2020 - Nov 11, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.04%
Apr 20, 2022 - Dec 14, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.85%
Sep 21, 2018 - Apr 5, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.97%
Nov 29, 2024 - Aug 13, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.74%
Oct 30, 2015 - Mar 17, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.37%
Jan 26, 2018 - Aug 7, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.27%
Jan 4, 2022 - Mar 29, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.90%
Mar 2, 2026 - Apr 17, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.00%
Apr 30, 2019 - Jun 20, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.76%
Jul 26, 2019 - Sep 12, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.57%
Mar 28, 2024 - Jul 12, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.38%
Jul 26, 2016 - Dec 7, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.18%
Nov 16, 2021 - Dec 23, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.03%
Sep 2, 2021 - Oct 22, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.43%
Jul 31, 2024 - Aug 19, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JPUS and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

JPUS vs SPY dividend yield comparison.

YearJPUSSPY
20260.39%0.24%
20252.27%1.07%
20242.12%1.21%
20232.26%1.40%
20222.35%1.65%
20211.67%1.20%
20201.94%1.52%
20192.09%1.75%
20182.16%2.04%
20171.25%1.80%
20160.77%2.03%
20150.48%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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