SPTI vs JIRE

Comparison between SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).

SPTI vs JIRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTI(ETF)	JIRE(ETF)
Net Assets	$9.80B	$9.90B
Expense Ratio	0.03%	0.24%
Max Drawdown	18.96%	16.11%
Sharpe Ratio	0.01	1.28
5Y Beta	-0.02	0.73
5Y Dividends CAGR	48.51%	N/A

Net Assets

SPTI

$9.80B

Winner

JIRE

$9.90B

Expense Ratio

Winner

SPTI

0.03%

JIRE

0.24%

Max Drawdown

SPTI

18.96%

Winner

JIRE

16.11%

Sharpe Ratio

SPTI

0.01

Winner

JIRE

1.28

5Y Beta

Winner

SPTI

-0.02

JIRE

0.73

5Y Dividends CAGR

SPTI

48.51%

JIRE

N/A

SPTI vs JIRE - Historical Returns

Returns include dividend reinvestment.

Period	SPTI	JIRE
1 month	-0.10%	+1.34%
3 months	-0.22%	-0.43%
6 months	+0.46%	+12.06%
1 year	+4.27%	+25.24%
5 years(CAGR)	+0.19%	N/A
10 years(CAGR)	+1.40%	N/A
Max(CAGR)	+2.54%	+17.27%

SPTI

-0.10%

Winner

JIRE

+1.34%

Winner

SPTI

-0.22%

JIRE

-0.43%

SPTI

+0.46%

Winner

JIRE

+12.06%

SPTI

+4.27%

Winner

JIRE

+25.24%

5Y(CAGR)

SPTI

+0.19%

JIRE

N/A

10Y(CAGR)

SPTI

+1.40%

JIRE

N/A

Max(CAGR)

SPTI

+2.54%

Winner

JIRE

+17.27%

SPTI vs JIRE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPTI	JIRE
2026	+0.21%	+6.59%
2025	+7.38%	+32.39%
2024	+1.63%	+4.20%
2023	+3.84%	+19.03%
2022	-10.14%	+5.72%
2021	-2.58%	N/A
2020	+7.49%	N/A
2019	+6.09%	N/A
2018	+2.39%	N/A
2017	+1.11%	N/A
2016	+0.76%	N/A
2015	+1.54%	N/A
2014	+2.52%	N/A
2013	-1.21%	N/A
2012	+1.74%	N/A
2011	+6.49%	N/A
2010	+4.90%	N/A
2009	-1.02%	N/A
2008	+10.99%	N/A
2007	+7.17%	N/A

SPTI vs JIRE Drawdown Comparison

The maximum drawdown for SPTI was -16.12%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current SPTI drawdown is -1.85%. The current JIRE drawdown is -2.31%.

Rank	SPTI	JIRE
#1	-16.12% Aug 4, 2020 - Oct 20, 2022	-16.11% Aug 12, 2022 - Nov 30, 2022
#2	-7.64% Oct 7, 2008 - Nov 14, 2008	-13.61% Mar 19, 2025 - Apr 28, 2025
#3	-4.82% Dec 18, 2008 - May 6, 2010	-11.77% Feb 25, 2026 - Mar 20, 2026
#4	-4.47% Mar 17, 2008 - Sep 15, 2008	-11.08% Jul 28, 2023 - Dec 13, 2023
#5	-3.83% Jul 5, 2016 - Dec 31, 2018	-10.57% Sep 26, 2024 - Mar 5, 2025
#6	-3.78% Nov 4, 2010 - Jun 8, 2011	-7.63% Jul 12, 2024 - Aug 23, 2024
#7	-3.06% May 2, 2013 - Oct 8, 2014	-7.02% Feb 1, 2023 - Apr 3, 2023
#8	-2.25% Sep 4, 2019 - Jan 27, 2020	-5.67% Nov 12, 2025 - Dec 11, 2025
#9	-2.07% Mar 9, 2020 - Mar 23, 2020	-5.18% Jun 24, 2022 - Jul 27, 2022
#10	-1.91% Sep 17, 2008 - Oct 6, 2008	-4.79% Mar 27, 2024 - May 9, 2024
#11	-1.61% Jan 30, 2015 - Sep 24, 2015	-4.63% Jul 23, 2025 - Aug 15, 2025
#12	-1.57% Jan 31, 2012 - Apr 30, 2012	-4.26% Aug 30, 2024 - Sep 26, 2024
#13	-1.56% Oct 14, 2015 - Jan 28, 2016	-4.08% Jun 15, 2023 - Jul 13, 2023
#14	-1.46% Nov 26, 2007 - Jan 2, 2008	-3.92% Apr 24, 2023 - Jun 13, 2023
#15	-1.43% Sep 22, 2011 - Nov 23, 2011	-3.64% Jun 6, 2024 - Jul 12, 2024

Correlation

Correlation between SPTI and JIRE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

SPTI vs JIRE dividend yield comparison.

Year	SPTI	JIRE
2026	1.27%	0.00%
2025	3.79%	2.99%
2024	3.77%	3.03%
2023	2.99%	2.74%
2022	1.45%	2.62%
2021	0.53%	0.00%
2020	0.75%	0.00%
2019	2.02%	0.00%
2018	1.97%	0.00%
2017	1.46%	0.00%
2016	1.23%	0.00%
2015	1.18%	0.00%
2014	1.06%	0.00%
2013	1.47%	0.00%
2012	2.08%	0.00%
2011	2.12%	0.00%
2010	2.23%	0.00%
2009	2.33%	0.00%
2008	3.08%	0.00%
2007	2.67%	0.00%