JTNY vs XSW
Comparison between JPMorgan New York Tax Free Bond ETF (JTNY, ETF) and STATE STREET(R) SPDR(R) S&P(R) SOFTWARE & SERVICES ETF (XSW, ETF).
JTNY vs XSW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JTNY
$452M
Winner
XSW
$453M
Expense Ratio
Winner
JTNY
0.34%
XSW
0.35%
Max Drawdown
Winner
JTNY
2.45%
XSW
45.41%
Sharpe Ratio
JTNY
-3.62
Winner
XSW
0.36
5Y Beta
Winner
JTNY
0.08
XSW
1.25
P/E Ratio
JTNY
N/A
XSW
-94.78
Forward P/E
JTNY
N/A
XSW
18.59
5Y Dividends CAGR
JTNY
N/A
XSW
-10.61%
Debt to Equity
JTNY
N/A
XSW
39.93%
P/S Ratio
JTNY
N/A
XSW
2.92
P/B Ratio
JTNY
N/A
XSW
4.13
JTNY vs XSW - Historical Returns
Returns include dividend reinvestment.
1M
JTNY
-0.63%
Winner
XSW
+16.14%
3M
JTNY
-1.54%
Winner
XSW
+23.39%
6M
JTNY
N/A
XSW
+38.96%
1Y
JTNY
N/A
XSW
+9.61%
5Y(CAGR)
JTNY
N/A
XSW
+3.38%
10Y(CAGR)
JTNY
N/A
XSW
+14.62%
Max(CAGR)
JTNY
-7.36%
Winner
XSW
+16.14%
JTNY vs XSW - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | JTNY | XSW |
|---|---|---|
| 2026 | -1.54% | +13.84% |
| 2025 | N/A | -1.16% |
| 2024 | N/A | +29.32% |
| 2023 | N/A | +38.62% |
| 2022 | N/A | -34.54% |
| 2021 | N/A | +9.73% |
| 2020 | N/A | +50.39% |
| 2019 | N/A | +35.90% |
| 2018 | N/A | +7.47% |
| 2017 | N/A | +27.51% |
| 2016 | N/A | +12.67% |
| 2015 | N/A | +10.00% |
| 2014 | N/A | +6.95% |
| 2013 | N/A | +44.43% |
| 2012 | N/A | +13.85% |
| 2011 | N/A | +13.75% |
JTNY vs XSW Drawdown Comparison
The maximum drawdown for JTNY was -2.05%, occurring on Jul 23, 2026. This drawdown has not yet recovered.
The maximum drawdown for XSW was -45.38%, occurring on Nov 9, 2022. Recovery took 755 trading sessions.
The current JTNY drawdown is -1.87%. The current XSW drawdown is -0.53%.
| Rank | JTNY | XSW |
|---|---|---|
| #1 | -2.05% Jun 29, 2026 - Jul 23, 2026 | -45.38% Nov 9, 2021 - Nov 11, 2024 |
| #2 | -0.23% Jun 18, 2026 - Jun 26, 2026 | -37.82% Feb 19, 2020 - Jun 23, 2020 |
| #3 | -0.17% Jun 16, 2026 - Jun 18, 2026 | -33.75% Sep 22, 2025 - Aug 27, 2026 |
| #4 | N/A | -30.79% Dec 6, 2024 - Sep 22, 2025 |
| #5 | N/A | -24.69% Jun 23, 2015 - Jul 12, 2016 |
| #6 | N/A | -24.20% Sep 14, 2018 - Feb 25, 2019 |
| #7 | N/A | -16.73% Mar 5, 2014 - Dec 19, 2014 |
| #8 | N/A | -14.60% Feb 12, 2021 - Aug 27, 2021 |
| #9 | N/A | -12.81% Mar 27, 2012 - Sep 7, 2012 |
| #10 | N/A | -11.35% Sep 14, 2012 - Jan 11, 2013 |
| #11 | N/A | -10.81% Sep 2, 2020 - Oct 12, 2020 |
| #12 | N/A | -10.50% Jul 26, 2019 - Nov 26, 2019 |
| #13 | N/A | -10.22% Oct 27, 2011 - Jan 24, 2012 |
| #14 | N/A | -9.11% Apr 30, 2019 - Jul 10, 2019 |
| #15 | N/A | -9.02% Oct 13, 2020 - Nov 16, 2020 |
Correlation
Correlation between JTNY and XSW is -0.71 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.71
-101
Dividend Comparison (2011 - 2026)
JTNY vs XSW dividend yield comparison.
| Year | JTNY | XSW |
|---|---|---|
| 2026 | 0.60% | 0.00% |
| 2025 | 0.00% | 0.06% |
| 2024 | 0.00% | 0.07% |
| 2023 | 0.00% | 0.20% |
| 2022 | 0.00% | 0.09% |
| 2021 | 0.00% | 0.13% |
| 2020 | 0.00% | 0.26% |
| 2019 | 0.00% | 0.12% |
| 2018 | 0.00% | 0.31% |
| 2017 | 0.00% | 0.46% |
| 2016 | 0.00% | 0.87% |
| 2015 | 0.00% | 0.54% |
| 2014 | 0.00% | 0.53% |
| 2013 | 0.00% | 2.07% |
| 2012 | 0.00% | 3.64% |
| 2011 | 0.00% | 0.06% |
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