SPTL vs JGRO

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF).

SPTL vs JGRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTL(ETF)	JGRO(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.03%	0.44%
Max Drawdown	50.17%	22.70%
Sharpe Ratio	-0.05	0.84
5Y Beta	0.05	1.17
P/E Ratio	N/A	36.68
Forward P/E	N/A	27.12
5Y Dividends CAGR	8.98%	N/A
5Y EPS CAGR	N/A	33.16%
P/S Ratio	N/A	4.41
P/B Ratio	N/A	10.24

Net Assets

SPTL

$10B

JGRO

$10B

Expense Ratio

Winner

SPTL

0.03%

JGRO

0.44%

Max Drawdown

SPTL

50.17%

Winner

JGRO

22.70%

Sharpe Ratio

SPTL

-0.05

Winner

JGRO

0.84

5Y Beta

Winner

SPTL

0.05

JGRO

1.17

P/E Ratio

SPTL

N/A

JGRO

36.68

Forward P/E

SPTL

N/A

JGRO

27.12

5Y Dividends CAGR

SPTL

8.98%

JGRO

N/A

5Y EPS CAGR

SPTL

N/A

JGRO

33.16%

P/S Ratio

SPTL

N/A

JGRO

4.41

P/B Ratio

SPTL

N/A

JGRO

10.24

SPTL vs JGRO - Historical Returns

Returns include dividend reinvestment.

Period	SPTL	JGRO
1 month	-1.26%	-0.87%
3 months	-3.69%	+8.51%
6 months	-1.21%	+1.07%
1 year	+4.04%	+16.15%
5 years(CAGR)	-5.53%	N/A
10 years(CAGR)	-1.20%	N/A
Max(CAGR)	+3.23%	+18.95%

SPTL

-1.26%

Winner

JGRO

-0.87%

SPTL

-3.69%

Winner

JGRO

+8.51%

SPTL

-1.21%

Winner

JGRO

+1.07%

SPTL

+4.04%

Winner

JGRO

+16.15%

5Y(CAGR)

SPTL

-5.53%

JGRO

N/A

10Y(CAGR)

SPTL

-1.20%

JGRO

N/A

Max(CAGR)

SPTL

+3.23%

Winner

JGRO

+18.95%

SPTL vs JGRO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPTL	JGRO
2026	-0.96%	+3.10%
2025	+5.24%	+14.51%
2024	-5.65%	+34.94%
2023	+1.56%	+38.76%
2022	-27.72%	-10.03%
2021	-4.85%	N/A
2020	+16.63%	N/A
2019	+13.32%	N/A
2018	-0.37%	N/A
2017	+8.59%	N/A
2016	+0.30%	N/A
2015	-2.28%	N/A
2014	+24.75%	N/A
2013	-11.41%	N/A
2012	+4.22%	N/A
2011	+30.74%	N/A
2010	+8.86%	N/A
2009	-11.11%	N/A
2008	+22.95%	N/A
2007	+9.65%	N/A

SPTL vs JGRO Drawdown Comparison

The maximum drawdown for SPTL was -46.19%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The current SPTL drawdown is -37.36%. The current JGRO drawdown is -3.94%.

Rank	SPTL	JGRO
#1	-46.19% Aug 4, 2020 - Oct 19, 2023	-22.70% Jan 23, 2025 - Jun 27, 2025
#2	-18.61% Dec 18, 2008 - Aug 16, 2010	-17.88% Aug 16, 2022 - May 26, 2023
#3	-18.34% Jul 25, 2012 - Dec 8, 2014	-16.44% Oct 29, 2025 - May 13, 2026
#4	-17.07% Jul 8, 2016 - Jun 20, 2019	-13.21% Jul 10, 2024 - Oct 11, 2024
#5	-14.98% Mar 9, 2020 - Aug 4, 2020	-11.56% Jul 18, 2023 - Nov 20, 2023
#6	-14.50% Jan 30, 2015 - Feb 11, 2016	-7.53% Mar 22, 2024 - May 15, 2024
#7	-14.11% Aug 31, 2010 - Aug 4, 2011	-5.03% Dec 16, 2024 - Jan 22, 2025
#8	-9.52% Oct 3, 2011 - Dec 19, 2011	-4.28% Jun 2, 2026 - Jun 5, 2026
#9	-8.87% Dec 19, 2011 - May 15, 2012	-3.41% Dec 28, 2023 - Jan 10, 2024
#10	-8.02% Aug 28, 2019 - Feb 20, 2020	-3.31% Oct 8, 2025 - Oct 24, 2025
#11	-7.07% Sep 16, 2008 - Nov 19, 2008	-3.04% May 14, 2026 - Jun 1, 2026
#12	-6.73% Mar 20, 2008 - Sep 5, 2008	-3.03% Oct 29, 2024 - Nov 6, 2024
#13	-4.57% Nov 26, 2007 - Jan 15, 2008	-2.99% Nov 12, 2024 - Dec 2, 2024
#14	-4.45% Feb 11, 2016 - Jun 3, 2016	-2.66% Jun 15, 2023 - Jun 30, 2023
#15	-4.31% Sep 22, 2011 - Oct 3, 2011	-2.65% Aug 12, 2025 - Sep 8, 2025

Correlation

Correlation between SPTL and JGRO is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2007 - 2026)

SPTL vs JGRO dividend yield comparison.

Year	SPTL	JGRO
2026	1.76%	0.00%
2025	4.12%	0.16%
2024	4.04%	0.10%
2023	3.24%	0.17%
2022	2.75%	0.16%
2021	1.68%	0.00%
2020	1.71%	0.00%
2019	2.45%	0.00%
2018	2.69%	0.00%
2017	2.53%	0.00%
2016	2.56%	0.00%
2015	2.60%	0.00%
2014	2.64%	0.00%
2013	2.98%	0.00%
2012	2.59%	0.00%
2011	3.01%	0.00%
2010	3.92%	0.00%
2009	4.27%	0.00%
2008	3.86%	0.00%
2007	2.65%	0.00%