JXN vs SPY

Comparison between Jackson Financial Inc - Class A (JXN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceJXN has outperformed SPY, delivering a return of +36.9% compared to +13.7%

JXN vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JXN(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$7.61B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	49.12%	56.47%
Sharpe Ratio	0.91	1.76
5Y Beta	1.52	1.00
Industry	Insurance - Life	N/A
P/E Ratio	-20.00	28.46
Forward P/E	N/A	21.99
Dividend Yield	2.96%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.20%
Debt to Equity	21.35%	33.33%
Free Cash Flow Yield	68.45%	N/A
P/S Ratio	1.32	3.65
P/B Ratio	0.88	5.50

Market Cap / Net Assets

JXN

$7.61B

Winner

SPY

$735B

Expense Ratio

JXN

N/A

SPY

0.09%

Max Drawdown

Winner

JXN

49.12%

SPY

56.47%

Sharpe Ratio

JXN

0.91

Winner

SPY

1.76

5Y Beta

JXN

1.52

Winner

SPY

1.00

Industry

JXN

Insurance - Life

SPY

N/A

P/E Ratio

Winner

JXN

-20.00

SPY

28.46

Forward P/E

JXN

N/A

SPY

21.99

Dividend Yield

JXN

2.96%

SPY

N/A

5Y Dividends CAGR

JXN

N/A

SPY

5.43%

5Y EPS CAGR

JXN

N/A

SPY

25.20%

Debt to Equity

Winner

JXN

21.35%

SPY

33.33%

Free Cash Flow Yield

JXN

68.45%

SPY

N/A

P/S Ratio

Winner

JXN

1.32

SPY

3.65

P/B Ratio

Winner

JXN

0.88

SPY

5.50

JXN vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	JXN	SPY
1 month	+2.17%	+5.60%
3 months	-2.66%	+8.72%
6 months	+18.22%	+10.63%
1 year	+33.44%	+26.62%
5 years(CAGR)	+36.86%	+13.70%
10 years(CAGR)	N/A	+15.47%
Max(CAGR)	+36.86%	+8.50%

JXN

+2.17%

Winner

SPY

+5.60%

JXN

-2.66%

Winner

SPY

+8.72%

Winner

JXN

+18.22%

SPY

+10.63%

Winner

JXN

+33.44%

SPY

+26.62%

5Y(CAGR)

Winner

JXN

+36.86%

SPY

+13.70%

10Y(CAGR)

JXN

N/A

SPY

+15.47%

Max(CAGR)

Winner

JXN

+36.86%

SPY

+8.50%

JXN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JXN	SPY
2026	+3.08%	+8.50%
2025	+25.94%	+18.00%
2024	+79.11%	+25.59%
2023	+58.27%	+26.72%
2022	-12.59%	-18.64%
2021	+34.92%	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+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%

JXN vs SPY Drawdown Comparison

The maximum drawdown for JXN was -48.33%, occurring on Jul 14, 2022. Recovery took 214 trading sessions.

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

The current JXN drawdown is -9.36%. The current SPY drawdown is -1.20%.

Rank	JXN	SPY
#1	-48.33% Mar 25, 2022 - Feb 1, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-41.41% Feb 17, 2023 - Nov 27, 2023	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-37.09% Nov 6, 2024 - Jan 5, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-23.00% Jan 10, 2022 - Mar 25, 2022	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-21.53% Jul 31, 2024 - Aug 16, 2024	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-21.46% Sep 1, 2021 - Nov 11, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-16.31% Feb 2, 2026 - Mar 27, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.67% Nov 17, 2021 - Dec 6, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-11.27% Aug 30, 2024 - Sep 19, 2024	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-11.17% May 9, 2024 - Jul 12, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-7.46% Dec 19, 2023 - Feb 12, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-6.93% Aug 16, 2024 - Aug 30, 2024	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.10% Apr 3, 2024 - Apr 23, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-5.92% Jan 9, 2026 - Jan 29, 2026	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.26% Dec 10, 2021 - Dec 15, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JXN and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (1999 - 2026)

JXN vs SPY dividend yield comparison.

Year	JXN	SPY
2026	0.82%	0.24%
2025	3.00%	1.07%
2024	3.22%	1.21%
2023	4.84%	1.40%
2022	6.32%	1.65%
2021	1.20%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	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%