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JSM vs SPY

Comparison between Navient Corp (JSM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JSM, delivering a return of +13.8% compared to +1.3%

JSM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
JSM
$5.27B
Winner
SPY
$735B
Expense Ratio
JSM
N/A
SPY
0.09%
Max Drawdown
JSM
71.93%
Winner
SPY
56.47%
Sharpe Ratio
JSM
0.47
Winner
SPY
1.67
5Y Beta
Winner
JSM
0.21
SPY
1.00
Industry
JSM
Other
SPY
N/A
P/E Ratio
Winner
JSM
15.98
SPY
28.81
Forward P/E
JSM
N/A
SPY
22.07
PEG Ratio
JSM
0.00
SPY
N/A
Dividend Yield
JSM
3.45%
SPY
N/A
5Y Dividends CAGR
JSM
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
JSM
N/A
SPY
25.84%
Debt to Equity
JSM
N/A
SPY
34.16%
P/S Ratio
JSM
N/A
SPY
3.69
P/B Ratio
JSM
N/A
SPY
5.54

JSM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JSM
+0.11%
Winner
SPY
+4.59%
3M
JSM
-3.37%
Winner
SPY
+7.81%
6M
JSM
+0.11%
Winner
SPY
+14.24%
1Y
JSM
+7.89%
Winner
SPY
+26.47%
5Y(CAGR)
JSM
+1.28%
Winner
SPY
+13.84%
10Y(CAGR)
JSM
+6.30%
Winner
SPY
+15.57%
Max(CAGR)
JSM
+6.01%
Winner
SPY
+8.50%

JSM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJSMSPY
2026-5.85%+8.80%
2025+19.27%+18.00%
2024-9.64%+25.59%
2023+30.35%+26.72%
2022-26.60%-18.64%
2021+6.19%+30.52%
2020+9.61%+17.28%
2019+52.67%+31.09%
2018-24.33%-5.24%
2017+13.47%+20.78%
2016+43.17%+13.59%
2015-18.00%+1.31%
2014+22.55%+14.56%
2013-17.72%+29.00%
2012+33.97%+14.17%
2011+1.49%+0.85%
2010+39.36%+13.14%
2009+62.28%+22.67%
2008-35.68%-36.25%
2007-22.83%+5.32%
2006+9.79%+13.85%
2005+0.59%+5.32%
2004+6.66%+10.75%
2003-0.08%+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

JSM vs SPY Drawdown Comparison

The maximum drawdown for JSM was -63.86%, occurring on Mar 2, 2009. Recovery took 748 trading sessions.

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

The current JSM drawdown is -6.98%. The current SPY drawdown is -0.92%.

RankJSMSPY
#1-63.86%
Mar 29, 2007 - Mar 18, 2010
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-52.60%
Jan 27, 2020 - Nov 12, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-39.00%
Mar 5, 2015 - Jul 12, 2016
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.79%
Sep 17, 2018 - Jul 18, 2019
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.64%
Nov 1, 2021 - Sep 29, 2025
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.03%
May 24, 2013 - Jan 23, 2015
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.38%
Mar 26, 2004 - Oct 18, 2004
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.19%
May 27, 2011 - Feb 8, 2012
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.15%
Nov 21, 2017 - Aug 10, 2018
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.98%
Sep 8, 2016 - May 10, 2017
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.26%
Feb 29, 2012 - Jun 26, 2012
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.78%
Dec 30, 2025 - Mar 20, 2026
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.42%
Apr 26, 2010 - Aug 4, 2010
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.14%
Feb 15, 2006 - Aug 22, 2006
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.90%
Nov 8, 2010 - Jan 10, 2011
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JSM and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

JSM vs SPY dividend yield comparison.

YearJSMSPY
20262.02%0.24%
20257.37%1.07%
20248.45%1.21%
20237.00%1.40%
20226.38%1.65%
20214.44%1.20%
20205.96%1.52%
20196.25%1.75%
20189.09%2.04%
20176.31%1.80%
20166.77%2.03%
20159.09%2.06%
20146.92%1.87%
20138.07%1.81%
20126.25%2.18%
20117.88%2.05%
20107.37%1.80%
20099.60%1.95%
200814.42%3.02%
20078.57%1.85%
20066.14%1.73%
20056.33%1.73%
20046.00%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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