SPSB vs JIRE

Comparison between SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).

SPSB vs JIRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPSB(ETF)	JIRE(ETF)
Net Assets	$9.80B	$9.90B
Expense Ratio	0.04%	0.24%
Max Drawdown	11.75%	16.11%
Sharpe Ratio	0.66	1.28
5Y Beta	0.01	0.73
5Y Dividends CAGR	22.57%	N/A

Net Assets

SPSB

$9.80B

Winner

JIRE

$9.90B

Expense Ratio

Winner

SPSB

0.04%

JIRE

0.24%

Max Drawdown

Winner

SPSB

11.75%

JIRE

16.11%

Sharpe Ratio

SPSB

0.66

Winner

JIRE

1.28

5Y Beta

Winner

SPSB

0.01

JIRE

0.73

5Y Dividends CAGR

SPSB

22.57%

JIRE

N/A

SPSB vs JIRE - Historical Returns

Returns include dividend reinvestment.

Period	SPSB	JIRE
1 month	+0.29%	+1.34%
3 months	+0.26%	-0.43%
6 months	+1.62%	+12.06%
1 year	+4.77%	+25.24%
5 years(CAGR)	+2.71%	N/A
10 years(CAGR)	+2.63%	N/A
Max(CAGR)	+2.29%	+17.27%

SPSB

+0.29%

Winner

JIRE

+1.34%

Winner

SPSB

+0.26%

JIRE

-0.43%

SPSB

+1.62%

Winner

JIRE

+12.06%

SPSB

+4.77%

Winner

JIRE

+25.24%

5Y(CAGR)

SPSB

+2.71%

JIRE

N/A

10Y(CAGR)

SPSB

+2.63%

JIRE

N/A

Max(CAGR)

SPSB

+2.29%

Winner

JIRE

+17.27%

SPSB vs JIRE - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SPSB	JIRE
2026	+0.75%	+6.59%
2025	+5.90%	+32.39%
2024	+5.39%	+4.20%
2023	+5.53%	+19.03%
2022	-3.19%	+5.72%
2021	-0.20%	N/A
2020	+3.83%	N/A
2019	+5.21%	N/A
2018	+1.45%	N/A
2017	+1.68%	N/A
2016	+2.09%	N/A
2015	+0.87%	N/A
2014	+0.87%	N/A
2013	+1.12%	N/A
2012	+3.04%	N/A
2011	+1.28%	N/A
2010	+2.81%	N/A
2009	-1.14%	N/A

SPSB vs JIRE Drawdown Comparison

The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.

The current SPSB drawdown is -0.01%. The current JIRE drawdown is -2.31%.

Rank	SPSB	JIRE
#1	-11.75% Mar 5, 2020 - May 18, 2020	-16.11% Aug 12, 2022 - Nov 30, 2022
#2	-5.96% Sep 14, 2021 - Nov 28, 2023	-13.61% Mar 19, 2025 - Apr 28, 2025
#3	-1.39% Aug 1, 2011 - Jan 10, 2012	-11.77% Feb 25, 2026 - Mar 20, 2026
#4	-1.28% Dec 17, 2009 - Jul 14, 2010	-11.08% Jul 28, 2023 - Dec 13, 2023
#5	-1.02% Nov 4, 2010 - Jan 28, 2011	-10.57% Sep 26, 2024 - Mar 5, 2025
#6	-0.93% Sep 7, 2017 - Jul 30, 2018	-7.63% Jul 12, 2024 - Aug 23, 2024
#7	-0.87% Feb 23, 2026 - Apr 17, 2026	-7.02% Feb 1, 2023 - Apr 3, 2023
#8	-0.78% May 6, 2013 - Sep 18, 2013	-5.67% Nov 12, 2025 - Dec 11, 2025
#9	-0.77% Apr 3, 2025 - Apr 25, 2025	-5.18% Jun 24, 2022 - Jul 27, 2022
#10	-0.73% Oct 22, 2015 - Mar 16, 2016	-4.79% Mar 27, 2024 - May 9, 2024
#11	-0.69% Sep 6, 2016 - Feb 6, 2017	-4.63% Jul 23, 2025 - Aug 15, 2025
#12	-0.63% May 15, 2015 - Oct 6, 2015	-4.26% Aug 30, 2024 - Sep 26, 2024
#13	-0.63% Oct 2, 2024 - Dec 4, 2024	-4.08% Jun 15, 2023 - Jul 13, 2023
#14	-0.62% Oct 21, 2014 - Jan 27, 2015	-3.92% Apr 24, 2023 - Jun 13, 2023
#15	-0.56% Feb 3, 2012 - Feb 28, 2012	-3.64% Jun 6, 2024 - Jul 12, 2024

Correlation

Correlation between SPSB and JIRE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2009 - 2026)

SPSB vs JIRE dividend yield comparison.

Year	SPSB	JIRE
2026	1.41%	0.00%
2025	4.55%	2.99%
2024	4.85%	3.03%
2023	4.06%	2.74%
2022	1.92%	2.62%
2021	1.19%	0.00%
2020	1.94%	0.00%
2019	2.77%	0.00%
2018	2.36%	0.00%
2017	1.94%	0.00%
2016	1.65%	0.00%
2015	1.43%	0.00%
2014	1.26%	0.00%
2013	1.40%	0.00%
2012	1.55%	0.00%
2011	1.95%	0.00%
2010	2.05%	0.00%
2009	0.04%	0.00%