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SPTM vs JCPB

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM, ETF) and JPMORGAN CORE PLUS BOND ETF (JCPB, ETF).

5-Year PerformanceSPTM has outperformed JCPB, delivering a return of +12.7% compared to +0.8%

SPTM vs JCPB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPTM
$14B
JCPB
$14B
Expense Ratio
Winner
SPTM
0.03%
JCPB
0.37%
Max Drawdown
SPTM
55.96%
Winner
JCPB
22.96%
Sharpe Ratio
Winner
SPTM
1.27
JCPB
0.21
5Y Beta
SPTM
0.97
Winner
JCPB
0.05
P/E Ratio
SPTM
25.45
JCPB
N/A
Forward P/E
SPTM
19.85
JCPB
N/A
5Y Dividends CAGR
SPTM
7.12%
Winner
JCPB
7.48%
5Y EPS CAGR
SPTM
24.14%
JCPB
N/A
Debt to Equity
SPTM
29.60%
JCPB
N/A
P/S Ratio
SPTM
3.11
JCPB
N/A
P/B Ratio
SPTM
4.77
JCPB
N/A

SPTM vs JCPB - Holdings Comparison

SPTM and JCPB have 1 common holdings. Overlap is -0.10%

SPTM's top 25 holdings weight is 47.63%. JCPB's top 25 holdings weight is 40.80%.

RankSPTMJCPB
#1
NVIDIA CORP (NVDA) - 7.15%
n/a (n/a) - 7.61%
#2
APPLE INC (AAPL) - 6.31%
n/a (n/a) - 4.59%
#3
MICROSOFT CORP (MSFT) - 5.66%
UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21%
#4
AMAZON.COM INC (AMZN) - 3.52%
n/a (n/a) - 2.95%
#5
ALPHABET INC CLASS A (GOOGL) - 2.85%
n/a (n/a) - 2.90%
#6
BROADCOM INC (AVGO) - 2.57%
FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31%
#7
ALPHABET INC CLASS C (GOOG) - 2.29%
FREMF MORTGAGE TRUST 0% (n/a) - 1.84%
#8
META PLATFORMS INC CLASS A (META) - 2.26%
n/a (n/a) - 1.80%
#9
TESLA INC (TSLA) - 2.13%
n/a (n/a) - 1.35%
#10
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%
UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24%
#11
JPMORGAN CHASE & CO (JPM) - 1.40%
FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20%
#12
ELI LILLY AND CO (LLY) - 1.33%
n/a (n/a) - 1.09%
#13
VISA INC CLASS A (V) - 0.93%
FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09%
#14
EXXON MOBIL CORP (XOM) - 0.78%
U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90%
#15
JOHNSON & JOHNSON (JNJ) - 0.78%
UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74%
#16
WALMART INC (WMT) - 0.76%
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71%
#17
MASTERCARD INC CLASS A (MA) - 0.74%
FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70%
#18
n/a (PLTR) - 0.69%
UNITED STATES TREASURY BONDS 3% (n/a) - 0.68%
#19
ABBVIE INC (ABBV) - 0.63%
UNITED STATES TREASURY BONDS 4% (n/a) - 0.68%
#20
NETFLIX INC (NFLX) - 0.62%
n/a (n/a) - 0.67%
#21
COSTCO WHOLESALE CORP (COST) - 0.60%
FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59%
#22
BANK OF AMERICA CORP (BAC) - 0.59%
FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54%
#23
ADVANCED MICRO DEVICES INC (AMD) - 0.54%
OTCBA FINRA CASH AT BROKER (n/a) - 0.52%
#24
THE HOME DEPOT INC (HD) - 0.54%
UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50%
#25
PROCTER & GAMBLE CO (PG) - 0.53%
UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39%
Total Holdings15151670

SPTM vs JCPB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPTM
+0.56%
JCPB
-0.45%
3M
Winner
SPTM
+6.46%
JCPB
-0.54%
6M
Winner
SPTM
+9.74%
JCPB
+0.17%
1Y
Winner
SPTM
+20.67%
JCPB
+4.30%
5Y(CAGR)
Winner
SPTM
+12.70%
JCPB
+0.80%
10Y(CAGR)
SPTM
+14.85%
JCPB
N/A
Max(CAGR)
Winner
SPTM
+8.83%
JCPB
+2.68%

SPTM vs JCPB - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSPTMJCPB
2026+10.53%+0.38%
2025+17.16%+7.95%
2024+24.55%+3.38%
2023+26.02%+6.57%
2022-18.20%-12.45%
2021+30.31%-0.46%
2020+17.02%+8.93%
2019+31.34%+7.76%
2018-5.72%N/A
2017+20.28%N/A
2016+14.77%N/A
2015+1.05%N/A
2014+14.39%N/A
2013+30.04%N/A
2012+14.09%N/A
2011-0.13%N/A
2010+15.00%N/A
2009+24.27%N/A
2008-35.95%N/A
2007+5.42%N/A
2006+13.22%N/A
2005+8.08%N/A
2004+10.82%N/A
2003+22.72%N/A
2002-21.86%N/A
2001-7.31%N/A
2000-2.67%N/A

SPTM vs JCPB Drawdown Comparison

The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.

The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.

The current SPTM drawdown is -0.94%. The current JCPB drawdown is -1.73%.

RankSPTMJCPB
#1-54.81%
Oct 9, 2007 - Mar 13, 2012		-16.68%
Sep 14, 2021 - Aug 1, 2025
#2-40.96%
Nov 7, 2000 - Nov 23, 2005		-6.03%
Mar 6, 2020 - Jun 23, 2020
#3-34.65%
Feb 19, 2020 - Aug 17, 2020		-3.48%
Dec 31, 2020 - Aug 2, 2021
#4-24.15%
Jan 4, 2022 - Dec 13, 2023		-2.71%
Feb 27, 2026 - May 19, 2026
#5-20.19%
Sep 20, 2018 - Apr 12, 2019		-2.12%
Sep 5, 2019 - Oct 3, 2019
#6-18.87%
Feb 19, 2025 - Jun 26, 2025		-1.97%
Oct 7, 2019 - Jan 24, 2020
#7-14.80%
Jun 22, 2015 - Jun 8, 2016		-1.49%
Aug 4, 2020 - Nov 30, 2020
#8-10.29%
Apr 2, 2012 - Aug 17, 2012		-1.05%
Oct 28, 2025 - Nov 25, 2025
#9-9.79%
Jan 26, 2018 - Jul 25, 2018		-0.88%
Aug 3, 2021 - Sep 14, 2021
#10-9.46%
Jul 19, 2007 - Oct 5, 2007		-0.83%
Nov 26, 2025 - Jan 13, 2026
#11-9.44%
Sep 2, 2020 - Nov 9, 2020		-0.71%
Jul 5, 2019 - Aug 2, 2019
#12-8.69%
Feb 9, 2026 - Apr 14, 2026		-0.68%
Sep 16, 2025 - Oct 13, 2025
#13-8.36%
Jul 16, 2024 - Sep 19, 2024		-0.65%
Jan 14, 2026 - Feb 5, 2026
#14-8.35%
May 8, 2006 - Sep 26, 2006		-0.56%
Apr 1, 2019 - May 7, 2019
#15-7.50%
Sep 19, 2014 - Oct 31, 2014		-0.53%
Jan 31, 2020 - Feb 10, 2020

Correlation

Correlation between SPTM and JCPB is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2000 - 2026)

SPTM vs JCPB dividend yield comparison.

YearSPTMJCPB
20260.53%2.43%
20251.13%4.90%
20241.28%5.16%
20231.44%4.32%
20221.69%3.01%
20211.25%2.19%
20201.56%2.97%
20191.72%3.01%
20181.90%0.00%
20171.66%0.00%
20161.91%0.00%
20151.92%0.00%
20142.08%0.00%
20131.63%0.00%
20121.95%0.00%
20111.82%0.00%
20101.19%0.00%
20091.68%0.00%
20082.79%0.00%
20071.60%0.00%
20061.51%0.00%
20051.62%0.00%
20041.80%0.00%
20031.42%0.00%
20021.48%0.00%
20011.33%0.00%
20000.24%0.00%

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