SPGP vs JPHY
Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF).
SPGP vs JPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPGP
$2.20B
JPHY
$2.20B
Expense Ratio
Winner
SPGP
0.36%
JPHY
0.45%
Max Drawdown
SPGP
42.43%
Winner
JPHY
2.76%
Sharpe Ratio
SPGP
0.82
Winner
JPHY
0.89
5Y Beta
SPGP
1.02
Winner
JPHY
0.18
P/E Ratio
SPGP
18.67
JPHY
N/A
Forward P/E
SPGP
16.56
JPHY
N/A
PEG Ratio
SPGP
0.63
JPHY
N/A
5Y Dividends CAGR
SPGP
8.12%
JPHY
N/A
5Y EPS CAGR
SPGP
23.23%
JPHY
N/A
Debt to Equity
SPGP
80.02%
JPHY
N/A
P/S Ratio
SPGP
2.23
JPHY
N/A
P/B Ratio
SPGP
3.60
JPHY
N/A
SPGP vs JPHY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPGP
+3.21%
JPHY
+0.62%
3M
Winner
SPGP
+11.28%
JPHY
+2.36%
6M
Winner
SPGP
+5.63%
JPHY
+2.63%
1Y
Winner
SPGP
+16.11%
JPHY
+6.32%
5Y(CAGR)
SPGP
+7.96%
JPHY
N/A
10Y(CAGR)
SPGP
+15.05%
JPHY
N/A
Max(CAGR)
Winner
SPGP
+14.27%
JPHY
+6.56%
SPGP vs JPHY - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPGP | JPHY |
|---|---|---|
| 2026 | +5.45% | +2.13% |
| 2025 | +9.79% | +4.00% |
| 2024 | +8.64% | N/A |
| 2023 | +21.05% | N/A |
| 2022 | -13.53% | N/A |
| 2021 | +37.67% | N/A |
| 2020 | +14.92% | N/A |
| 2019 | +39.98% | N/A |
| 2018 | +0.65% | N/A |
| 2017 | +34.72% | N/A |
| 2016 | +1.84% | N/A |
| 2015 | +6.62% | N/A |
| 2014 | +17.46% | N/A |
| 2013 | +26.61% | N/A |
| 2012 | +14.10% | N/A |
| 2011 | +1.02% | N/A |
SPGP vs JPHY Drawdown Comparison
The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
The current SPGP drawdown is -1.05%.
| Rank | SPGP | JPHY |
|---|---|---|
| #1 | -42.07% Feb 13, 2020 - Nov 5, 2020 | -1.65% Feb 9, 2026 - Apr 8, 2026 |
| #2 | -22.88% Dec 2, 2024 - Aug 13, 2025 | -0.98% Oct 2, 2025 - Oct 22, 2025 |
| #3 | -22.80% Oct 1, 2018 - Apr 3, 2019 | -0.82% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -22.65% Dec 29, 2021 - Jul 31, 2023 | -0.64% May 6, 2026 - May 26, 2026 |
| #5 | -19.36% Aug 5, 2015 - Jan 25, 2017 | -0.43% Apr 17, 2026 - May 1, 2026 |
| #6 | -16.83% Jul 25, 2011 - Jan 26, 2012 | -0.41% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -11.16% Jan 6, 2026 - Apr 17, 2026 | -0.41% Jul 2, 2025 - Jul 22, 2025 |
| #8 | -10.69% Jul 24, 2019 - Oct 24, 2019 | -0.40% Jun 2, 2026 - Jun 11, 2026 |
| #9 | -9.68% Jul 31, 2023 - Dec 13, 2023 | -0.35% Nov 28, 2025 - Dec 3, 2025 |
| #10 | -9.65% Jan 26, 2018 - Mar 9, 2018 | -0.33% Sep 22, 2025 - Oct 1, 2025 |
| #11 | -9.57% Jul 16, 2024 - Oct 4, 2024 | -0.26% Dec 3, 2025 - Dec 22, 2025 |
| #12 | -8.58% Sep 19, 2014 - Nov 11, 2014 | -0.23% Aug 27, 2025 - Sep 3, 2025 |
| #13 | -8.55% Apr 2, 2012 - Aug 7, 2012 | -0.21% May 1, 2026 - May 6, 2026 |
| #14 | -8.04% May 3, 2019 - Jun 20, 2019 | -0.21% Apr 9, 2026 - Apr 13, 2026 |
| #15 | -7.95% Sep 19, 2012 - Jan 22, 2013 | -0.21% Jul 23, 2025 - Aug 4, 2025 |
Correlation
Correlation between SPGP and JPHY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2011 - 2026)
SPGP vs JPHY dividend yield comparison.
| Year | SPGP | JPHY |
|---|---|---|
| 2026 | 0.28% | 2.58% |
| 2025 | 1.04% | 3.32% |
| 2024 | 1.38% | 0.00% |
| 2023 | 1.24% | 0.00% |
| 2022 | 1.22% | 0.00% |
| 2021 | 0.69% | 0.00% |
| 2020 | 1.10% | 0.00% |
| 2019 | 0.86% | 0.00% |
| 2018 | 0.95% | 0.00% |
| 2017 | 0.68% | 0.00% |
| 2016 | 0.89% | 0.00% |
| 2015 | 1.12% | 0.00% |
| 2014 | 1.52% | 0.00% |
| 2013 | 2.11% | 0.00% |
| 2012 | 1.49% | 0.00% |
| 2011 | 1.27% | 0.00% |
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