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JPXN vs SPY

Comparison between ISHARES JPX-NIKKEI 400 ETF (JPXN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JPXN, delivering a return of +13.3% compared to +8.0%

JPXN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPXN
$145M
Winner
SPY
$735B
Expense Ratio
JPXN
0.48%
Winner
SPY
0.09%
Max Drawdown
JPXN
56.49%
Winner
SPY
56.47%
Sharpe Ratio
JPXN
1.14
Winner
SPY
1.62
5Y Beta
Winner
JPXN
0.81
SPY
1.00
P/E Ratio
JPXN
N/A
SPY
28.99
Forward P/E
JPXN
N/A
SPY
22.37
5Y Dividends CAGR
Winner
JPXN
17.12%
SPY
5.43%
5Y EPS CAGR
JPXN
N/A
SPY
26.05%
Debt to Equity
JPXN
N/A
SPY
32.40%
P/S Ratio
JPXN
N/A
SPY
3.74
P/B Ratio
JPXN
N/A
SPY
5.61

JPXN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JPXN
+0.90%
Winner
SPY
+1.90%
3M
JPXN
+4.27%
Winner
SPY
+8.55%
6M
Winner
JPXN
+12.32%
SPY
+8.18%
1Y
Winner
JPXN
+27.77%
SPY
+25.79%
5Y(CAGR)
JPXN
+8.02%
Winner
SPY
+13.32%
10Y(CAGR)
JPXN
+8.70%
Winner
SPY
+15.19%
Max(CAGR)
JPXN
+5.29%
Winner
SPY
+8.47%

JPXN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPXNSPY
2026+11.29%+8.26%
2025+26.24%+18.00%
2024+7.51%+25.59%
2023+19.38%+26.72%
2022-16.26%-18.64%
2021+1.29%+30.52%
2020+13.93%+17.28%
2019+18.54%+31.09%
2018-15.31%-5.24%
2017+24.39%+20.78%
2016+4.90%+13.59%
2015+10.41%+1.31%
2014-5.18%+14.56%
2013+21.40%+29.00%
2012+9.44%+14.17%
2011-17.23%+0.85%
2010+11.09%+13.14%
2009+2.75%+22.67%
2008-27.57%-36.25%
2007-6.43%+5.32%
2006+5.08%+13.85%
2005+24.52%+5.32%
2004+11.06%+10.75%
2003+35.19%+24.18%
2002-9.93%-22.42%
2001-10.01%-10.13%
2000N/A-8.84%
1999N/A+8.61%

JPXN vs SPY Drawdown Comparison

The maximum drawdown for JPXN was -55.53%, occurring on Mar 9, 2009. Recovery took 2783 trading sessions.

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

The current JPXN drawdown is -4.04%. The current SPY drawdown is -2.90%.

RankJPXNSPY
#1-55.53%
May 9, 2006 - May 30, 2017		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-33.49%
May 24, 2002 - Oct 3, 2003		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.20%
Sep 15, 2021 - Mar 6, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.62%
Jan 26, 2018 - Nov 9, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.95%
Oct 26, 2001 - Mar 7, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.35%
Apr 5, 2004 - Sep 1, 2005		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.95%
Sep 26, 2024 - May 5, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.11%
Feb 11, 2026 - Mar 20, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.60%
Jul 16, 2024 - Aug 23, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.81%
Oct 21, 2003 - Jan 2, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.79%
Mar 11, 2002 - May 17, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.85%
Feb 17, 2021 - Sep 3, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.46%
Jan 9, 2006 - Mar 20, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.96%
Mar 21, 2024 - Jul 10, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.89%
Sep 29, 2005 - Nov 7, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JPXN and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

JPXN vs SPY dividend yield comparison.

YearJPXNSPY
20260.00%0.24%
20253.14%1.07%
20242.29%1.21%
20232.57%1.40%
20221.47%1.65%
20212.63%1.20%
20201.27%1.52%
20191.92%1.75%
20181.60%2.04%
20171.50%1.80%
20162.07%2.03%
20151.32%2.06%
20141.42%1.87%
20131.18%1.81%
20122.04%2.18%
20112.45%2.05%
20101.50%1.80%
20091.26%1.95%
20081.47%3.02%
20070.51%1.85%
20060.30%1.73%
20050.16%1.73%
20040.18%1.82%
20030.25%1.47%
20020.56%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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