SPMB vs JAVA
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF) and JPMORGAN ACTIVE VALUE ETF (JAVA, ETF).
5-Year PerformanceJAVA has outperformed SPMB, delivering a return of +12.8% compared to +0.2%
SPMB vs JAVA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMB vs JAVA - Historical Returns
Returns include dividend reinvestment.
SPMB vs JAVA - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPMB | JAVA |
|---|---|---|
| 2026 | +0.59% | +15.64% |
| 2025 | +8.33% | +14.94% |
| 2024 | +1.95% | +15.14% |
| 2023 | +4.47% | +10.75% |
| 2022 | -11.74% | -1.75% |
| 2021 | -1.46% | +5.22% |
| 2020 | +3.99% | N/A |
| 2019 | +5.91% | N/A |
| 2018 | +1.08% | N/A |
| 2017 | +2.02% | N/A |
| 2016 | +1.15% | N/A |
| 2015 | +2.04% | N/A |
| 2014 | +5.77% | N/A |
| 2013 | -2.04% | N/A |
| 2012 | +2.08% | N/A |
| 2011 | +6.23% | N/A |
| 2010 | +5.17% | N/A |
| 2009 | +5.27% | N/A |
SPMB vs JAVA Drawdown Comparison
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The current SPMB drawdown is -1.62%.
| Rank | SPMB | JAVA |
|---|---|---|
| #1 | -18.03% Feb 2, 2021 - Jan 9, 2026 | -16.54% Nov 29, 2024 - Aug 22, 2025 |
| #2 | -12.60% Mar 6, 2020 - Mar 30, 2020 | -16.06% Mar 29, 2022 - Jul 18, 2023 |
| #3 | -5.04% Nov 5, 2009 - Jun 14, 2010 | -11.37% Jul 24, 2023 - Dec 13, 2023 |
| #4 | -4.95% Sep 11, 2009 - Nov 5, 2009 | -8.29% Feb 6, 2026 - May 6, 2026 |
| #5 | -4.53% Sep 26, 2012 - May 1, 2014 | -7.08% Nov 8, 2021 - Dec 29, 2021 |
| #6 | -4.43% May 18, 2009 - Sep 11, 2009 | -6.89% Feb 9, 2022 - Mar 25, 2022 |
| #7 | -3.93% Sep 29, 2016 - Dec 19, 2018 | -5.07% Jul 17, 2024 - Aug 19, 2024 |
| #8 | -2.99% Nov 3, 2010 - Mar 16, 2011 | -5.03% Mar 28, 2024 - May 14, 2024 |
| #9 | -2.89% Feb 27, 2026 - May 19, 2026 | -4.77% Jan 14, 2022 - Feb 9, 2022 |
| #10 | -2.23% Apr 9, 2009 - May 18, 2009 | -4.17% Nov 12, 2025 - Nov 26, 2025 |
| #11 | -2.00% Apr 14, 2015 - Sep 18, 2015 | -3.33% Oct 3, 2025 - Oct 23, 2025 |
| #12 | -1.64% Sep 14, 2011 - Jan 13, 2012 | -3.14% May 17, 2024 - Jul 11, 2024 |
| #13 | -1.64% Feb 13, 2009 - Mar 13, 2009 | -2.93% Aug 30, 2024 - Sep 17, 2024 |
| #14 | -1.27% Oct 2, 2015 - Jan 13, 2016 | -2.54% Dec 28, 2023 - Jan 26, 2024 |
| #15 | -1.22% Jun 8, 2011 - Aug 2, 2011 | -2.47% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between SPMB and JAVA is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
SPMB vs JAVA dividend yield comparison.
| Year | SPMB | JAVA |
|---|---|---|
| 2026 | 2.24% | 0.50% |
| 2025 | 3.98% | 1.34% |
| 2024 | 3.76% | 1.45% |
| 2023 | 3.21% | 1.65% |
| 2022 | 2.98% | 1.25% |
| 2021 | 2.59% | 0.48% |
| 2020 | 2.95% | 0.00% |
| 2019 | 3.24% | 0.00% |
| 2018 | 3.36% | 0.00% |
| 2017 | 3.13% | 0.00% |
| 2016 | 2.99% | 0.00% |
| 2015 | 3.05% | 0.00% |
| 2014 | 3.54% | 0.00% |
| 2013 | 0.97% | 0.00% |
| 2012 | 2.42% | 0.00% |
| 2011 | 3.88% | 0.00% |
| 2010 | 4.17% | 0.00% |
| 2009 | 3.53% | 0.00% |
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