JQUA vs XLB
Comparison between JPMORGAN U.S. QUALITY FACTOR ETF (JQUA, ETF) and STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF (XLB, ETF).
5-Year PerformanceJQUA has outperformed XLB, delivering a return of +13.4% compared to +6.7%
JQUA vs XLB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JQUA
$8.20B
XLB
$8.20B
Expense Ratio
JQUA
0.12%
Winner
XLB
0.08%
Max Drawdown
Winner
JQUA
32.92%
XLB
60.72%
Sharpe Ratio
Winner
JQUA
1.44
XLB
0.73
5Y Beta
JQUA
0.85
Winner
XLB
0.80
P/E Ratio
Winner
JQUA
26.35
XLB
34.40
Forward P/E
JQUA
20.05
Winner
XLB
17.68
PEG Ratio
Winner
JQUA
0.11
XLB
0.36
5Y Dividends CAGR
Winner
JQUA
7.11%
XLB
5.29%
5Y EPS CAGR
Winner
JQUA
20.10%
XLB
14.93%
Debt to Equity
Winner
JQUA
4.63%
XLB
41.82%
P/S Ratio
JQUA
3.99
Winner
XLB
2.01
P/B Ratio
JQUA
6.21
Winner
XLB
2.83
JQUA vs XLB - Holdings Comparison
JQUA and XLB have 4 common holdings. Overlap is 1.15%
JQUA's top 25 holdings weight is 36.28%. XLB's top 25 holdings weight is 98.88%.
| Rank | JQUA | XLB |
|---|---|---|
| #1 | APPLE INC (AAPL) - 2.13% | LINDE PLC (LIN) - 14.48% |
| #2 | BROADCOM INC (AVGO) - 2.02% | NEWMONT CORP (NEM) - 5.91% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 2.00% | CORTEVA INC (CTVA) - 5.05% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 1.99% | FREEPORT-MCMORAN INC (FCX) - 4.91% |
| #5 | NVIDIA CORP (NVDA) - 1.97% | SHERWIN-WILLIAMS CO (SHW) - 4.80% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.91% | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.74% |
| #7 | META PLATFORMS INC CLASS A (META) - 1.82% | ECOLAB INC (ECL) - 4.71% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.69% | VULCAN MATERIALS CO (VMC) - 4.64% |
| #9 | VISA INC CLASS A (V) - 1.68% | MARTIN MARIETTA MATERIALS INC (MLM) - 4.55% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.67% | CRH PLC (CRH) - 4.55% |
| #11 | MICROSOFT CORP (MSFT) - 1.67% | NUCOR CORP (NUE) - 4.00% |
| #12 | EXXON MOBIL CORP (XOM) - 1.58% | STEEL DYNAMICS INC (STLD) - 3.76% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.33% | PPG INDUSTRIES INC (PPG) - 3.45% |
| #14 | ABBVIE INC (ABBV) - 1.26% | SMURFIT WESTROCK PLC (SW) - 2.99% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.26% | DOW INC (DOW) - 2.84% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.22% | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.73% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.20% | PACKAGING CORP OF AMERICA (PKG) - 2.69% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.18% | INTERNATIONAL PAPER CO (IP) - 2.63% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.03% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.63% |
| #20 | THE HOME DEPOT INC (HD) - 1.00% | DUPONT DE NEMOURS INC (DD) - 2.54% |
| #21 | MERCK & CO INC (MRK) - 1.00% | CF INDUSTRIES HOLDINGS INC (CF) - 2.44% |
| #22 | GE VERNOVA INC (GEV) - 0.98% | BALL CORP (BALL) - 2.18% |
| #23 | n/a (PLTR) - 0.93% | ALBEMARLE CORP (ALB) - 2.07% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 0.90% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.95% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.86% | AVERY DENNISON CORP (AVY) - 1.64% |
| Total Holdings | 312 | 29 |
JQUA vs XLB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JQUA
+1.38%
XLB
-3.11%
3M
Winner
JQUA
+11.49%
XLB
-1.29%
6M
Winner
JQUA
+12.84%
XLB
+5.39%
1Y
Winner
JQUA
+21.95%
XLB
+15.93%
5Y(CAGR)
Winner
JQUA
+13.39%
XLB
+6.74%
10Y(CAGR)
Winner
JQUA
+14.76%
XLB
+9.80%
Max(CAGR)
Winner
JQUA
+14.76%
XLB
+7.98%
JQUA vs XLB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JQUA | XLB |
|---|---|---|
| 2026 | +14.91% | +11.24% |
| 2025 | +12.00% | +11.15% |
| 2024 | +21.92% | +0.32% |
| 2023 | +25.36% | +12.57% |
| 2022 | -13.11% | -11.15% |
| 2021 | +30.71% | +28.67% |
| 2020 | +15.70% | +21.95% |
| 2019 | +28.30% | +23.50% |
| 2018 | -2.96% | -16.06% |
| 2017 | +5.07% | +23.29% |
| 2016 | N/A | +18.66% |
| 2015 | N/A | -8.81% |
| 2014 | N/A | +8.04% |
| 2013 | N/A | +22.92% |
| 2012 | N/A | +11.60% |
| 2011 | N/A | -11.64% |
| 2010 | N/A | +16.90% |
| 2009 | N/A | +42.96% |
| 2008 | N/A | -43.51% |
| 2007 | N/A | +22.87% |
| 2006 | N/A | +16.78% |
| 2005 | N/A | +5.14% |
| 2004 | N/A | +14.04% |
| 2003 | N/A | +33.88% |
| 2002 | N/A | -6.05% |
| 2001 | N/A | +4.21% |
| 2000 | N/A | -13.76% |
| 1999 | N/A | +11.31% |
JQUA vs XLB Drawdown Comparison
The maximum drawdown for JQUA was -32.92%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for XLB was -59.83%, occurring on Mar 2, 2009. Recovery took 1250 trading sessions.
The current JQUA drawdown is -0.51%. The current XLB drawdown is -4.32%.
| Rank | JQUA | XLB |
|---|---|---|
| #1 | -32.92% Feb 19, 2020 - Aug 12, 2020 | -59.83% May 20, 2008 - May 8, 2013 |
| #2 | -22.47% Dec 29, 2021 - Jul 13, 2023 | -37.25% Jan 26, 2018 - Jul 17, 2020 |
| #3 | -17.07% Sep 21, 2018 - Mar 21, 2019 | -36.56% Jan 6, 2000 - Dec 1, 2003 |
| #4 | -16.81% Feb 18, 2025 - Jul 3, 2025 | -26.87% Feb 24, 2015 - Dec 5, 2016 |
| #5 | -9.67% Jan 26, 2018 - Aug 9, 2018 | -24.73% Apr 20, 2022 - Feb 29, 2024 |
| #6 | -8.78% Jul 31, 2023 - Nov 20, 2023 | -23.17% Oct 18, 2024 - Jan 9, 2026 |
| #7 | -8.22% Sep 2, 2020 - Nov 11, 2020 | -16.84% Mar 4, 2005 - Jan 6, 2006 |
| #8 | -7.13% Jan 27, 2026 - Apr 15, 2026 | -15.78% Jul 19, 2007 - Oct 9, 2007 |
| #9 | -6.32% Jul 16, 2024 - Aug 19, 2024 | -15.48% May 10, 2006 - Nov 20, 2006 |
| #10 | -5.88% Apr 30, 2019 - Jun 19, 2019 | -15.02% Oct 31, 2007 - Apr 16, 2008 |
| #11 | -5.84% Mar 21, 2024 - Jun 17, 2024 | -12.38% Feb 11, 2026 - Mar 20, 2026 |
| #12 | -5.82% Sep 3, 2021 - Oct 25, 2021 | -12.19% Mar 1, 2004 - Sep 2, 2004 |
| #13 | -5.52% Jul 26, 2019 - Oct 28, 2019 | -11.96% Dec 31, 2021 - Apr 20, 2022 |
| #14 | -5.48% Dec 6, 2024 - Feb 5, 2025 | -10.99% Sep 24, 2014 - Feb 12, 2015 |
| #15 | -5.36% Oct 27, 2025 - Dec 10, 2025 | -10.14% May 17, 2021 - Nov 8, 2021 |
Correlation
Correlation between JQUA and XLB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
JQUA vs XLB dividend yield comparison.
| Year | JQUA | XLB |
|---|---|---|
| 2026 | 0.50% | 0.79% |
| 2025 | 1.19% | 1.92% |
| 2024 | 1.24% | 1.92% |
| 2023 | 1.22% | 2.00% |
| 2022 | 1.60% | 2.26% |
| 2021 | 1.32% | 1.62% |
| 2020 | 1.44% | 1.72% |
| 2019 | 1.67% | 1.98% |
| 2018 | 2.10% | 2.20% |
| 2017 | 0.40% | 1.66% |
| 2016 | 0.00% | 1.95% |
| 2015 | 0.00% | 2.24% |
| 2014 | 0.00% | 1.97% |
| 2013 | 0.00% | 2.08% |
| 2012 | 0.00% | 2.27% |
| 2011 | 0.00% | 2.20% |
| 2010 | 0.00% | 3.07% |
| 2009 | 0.00% | 1.76% |
| 2008 | 0.00% | 3.60% |
| 2007 | 0.00% | 1.95% |
| 2006 | 0.00% | 3.25% |
| 2005 | 0.00% | 2.10% |
| 2004 | 0.00% | 1.70% |
| 2003 | 0.00% | 1.79% |
| 2002 | 0.00% | 2.29% |
| 2001 | 0.00% | 2.03% |
| 2000 | 0.00% | 4.22% |
| 1999 | 0.00% | 0.62% |
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