JQUA vs SPY
Comparison between JPMORGAN U.S. QUALITY FACTOR ETF (JQUA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceJQUA has outperformed SPY, delivering a return of +13.2% compared to +13.2%
JQUA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JQUA
$8.20B
Winner
SPY
$781B
Expense Ratio
JQUA
0.12%
Winner
SPY
0.09%
Max Drawdown
Winner
JQUA
32.92%
SPY
56.47%
Sharpe Ratio
Winner
JQUA
1.51
SPY
1.43
5Y Beta
Winner
JQUA
0.84
SPY
1.00
P/E Ratio
Winner
JQUA
26.08
SPY
26.48
Forward P/E
Winner
JQUA
19.97
SPY
20.89
PEG Ratio
Winner
JQUA
0.11
SPY
0.30
5Y Dividends CAGR
Winner
JQUA
7.11%
SPY
6.00%
5Y EPS CAGR
JQUA
20.20%
Winner
SPY
26.40%
Debt to Equity
JQUA
171.55%
Winner
SPY
48.17%
P/S Ratio
JQUA
4.04
Winner
SPY
3.72
P/B Ratio
JQUA
6.21
Winner
SPY
5.55
JQUA vs SPY - Holdings Comparison
JQUA and SPY have 195 common holdings. Overlap is 43.14%
JQUA's top 25 holdings weight is 36.51%. SPY's top 25 holdings weight is 51.49%.
| Rank | JQUA | SPY |
|---|---|---|
| #1 | APPLE INC (AAPL) - 2.22% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 2.10% | APPLE INC (AAPL) - 7.44% |
| #3 | BROADCOM INC (AVGO) - 1.99% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | NVIDIA CORP (NVDA) - 1.99% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | MICRON TECHNOLOGY INC (MU) - 1.95% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | META PLATFORMS INC CLASS A (META) - 1.93% | BROADCOM INC (AVGO) - 2.83% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.90% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | MICROSOFT CORP (MSFT) - 1.72% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | VISA INC CLASS A (V) - 1.71% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.69% | TESLA INC (TSLA) - 1.65% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.64% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.60% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.30% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | ABBVIE INC (ABBV) - 1.27% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.19% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.16% | VISA INC CLASS A (V) - 0.91% |
| #18 | LAM RESEARCH CORP (LRCX) - 1.15% | INTEL CORP (INTC) - 0.77% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.02% | WALMART INC (WMT) - 0.75% |
| #20 | MERCK & CO INC (MRK) - 1.00% | ABBVIE INC (ABBV) - 0.70% |
| #21 | GE VERNOVA INC (GEV) - 0.98% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | THE HOME DEPOT INC (HD) - 0.98% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | PALO ALTO NETWORKS INC (PANW) - 0.96% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | n/a (PLTR) - 0.93% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.82% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 312 | 505 |
JQUA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
JQUA
+2.21%
Winner
SPY
+2.30%
3M
Winner
JQUA
+9.40%
SPY
+5.00%
6M
Winner
JQUA
+15.95%
SPY
+11.88%
1Y
Winner
JQUA
+22.85%
SPY
+22.80%
5Y(CAGR)
Winner
JQUA
+13.22%
SPY
+13.20%
10Y(CAGR)
JQUA
+14.97%
Winner
SPY
+15.26%
Max(CAGR)
Winner
JQUA
+14.97%
SPY
+8.59%
JQUA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JQUA | SPY |
|---|---|---|
| 2026 | +17.73% | +13.10% |
| 2025 | +12.00% | +18.00% |
| 2024 | +21.92% | +25.59% |
| 2023 | +25.36% | +26.72% |
| 2022 | -13.11% | -18.64% |
| 2021 | +30.71% | +30.52% |
| 2020 | +15.70% | +17.28% |
| 2019 | +28.30% | +31.09% |
| 2018 | -2.96% | -5.24% |
| 2017 | +5.07% | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
JQUA vs SPY Drawdown Comparison
The maximum drawdown for JQUA was -32.92%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current JQUA drawdown is -0.87%. The current SPY drawdown is -0.36%.
| Rank | JQUA | SPY |
|---|---|---|
| #1 | -32.92% Feb 19, 2020 - Aug 12, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -22.47% Dec 29, 2021 - Jul 13, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -17.07% Sep 21, 2018 - Mar 21, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.81% Feb 18, 2025 - Jul 3, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.67% Jan 26, 2018 - Aug 9, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.78% Jul 31, 2023 - Nov 20, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.22% Sep 2, 2020 - Nov 11, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.13% Jan 27, 2026 - Apr 15, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.32% Jul 16, 2024 - Aug 19, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.88% Apr 30, 2019 - Jun 19, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.84% Mar 21, 2024 - Jun 17, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.82% Sep 3, 2021 - Oct 25, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.52% Jul 26, 2019 - Oct 28, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.48% Dec 6, 2024 - Feb 5, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.36% Oct 27, 2025 - Dec 10, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between JQUA and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
JQUA vs SPY dividend yield comparison.
| Year | JQUA | SPY |
|---|---|---|
| 2026 | 0.49% | 0.48% |
| 2025 | 1.19% | 1.07% |
| 2024 | 1.24% | 1.21% |
| 2023 | 1.22% | 1.40% |
| 2022 | 1.60% | 1.65% |
| 2021 | 1.32% | 1.20% |
| 2020 | 1.44% | 1.52% |
| 2019 | 1.67% | 1.75% |
| 2018 | 2.10% | 2.04% |
| 2017 | 0.40% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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