SPYD vs JBND

Comparison between SPDR(R) PORTFOLIO S&P 500 HIGH DIVIDEND ETF (SPYD, ETF) and JPMORGAN ACTIVE BOND ETF (JBND, ETF).

SPYD vs JBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPYD(ETF)	JBND(ETF)
Net Assets	$7.40B	$7.40B
Expense Ratio	0.07%	0.25%
Max Drawdown	47.32%	5.89%
Sharpe Ratio	0.84	0.58
5Y Beta	0.51	0.01
P/E Ratio	24.36	N/A
Forward P/E	13.59	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	5.15%	N/A
5Y EPS CAGR	5.62%	N/A
Debt to Equity	-40.90%	N/A
P/S Ratio	1.34	N/A
P/B Ratio	1.84	N/A

Net Assets

SPYD

$7.40B

JBND

$7.40B

Expense Ratio

Winner

SPYD

0.07%

JBND

0.25%

Max Drawdown

SPYD

47.32%

Winner

JBND

5.89%

Sharpe Ratio

Winner

SPYD

0.84

JBND

0.58

5Y Beta

SPYD

0.51

Winner

JBND

0.01

P/E Ratio

SPYD

24.36

JBND

N/A

Forward P/E

SPYD

13.59

JBND

N/A

PEG Ratio

SPYD

0.47

JBND

N/A

5Y Dividends CAGR

SPYD

5.15%

JBND

N/A

5Y EPS CAGR

SPYD

5.62%

JBND

N/A

Debt to Equity

SPYD

-40.90%

JBND

N/A

P/S Ratio

SPYD

1.34

JBND

N/A

P/B Ratio

SPYD

1.84

JBND

N/A

SPYD vs JBND - Historical Returns

Returns include dividend reinvestment.

Period	SPYD	JBND
1 month	+1.86%	-0.59%
3 months	-2.04%	-1.43%
6 months	+10.69%	+0.74%
1 year	+14.68%	+6.05%
5 years(CAGR)	+7.15%	N/A
10 years(CAGR)	+8.80%	N/A
Max(CAGR)	+9.07%	+7.43%

Winner

SPYD

+1.86%

JBND

-0.59%

SPYD

-2.04%

Winner

JBND

-1.43%

Winner

SPYD

+10.69%

JBND

+0.74%

Winner

SPYD

+14.68%

JBND

+6.05%

5Y(CAGR)

SPYD

+7.15%

JBND

N/A

10Y(CAGR)

SPYD

+8.80%

JBND

N/A

Max(CAGR)

Winner

SPYD

+9.07%

JBND

+7.43%

SPYD vs JBND - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SPYD	JBND
2026	+7.98%	+0.16%
2025	+4.95%	+8.10%
2024	+13.90%	+3.61%
2023	+3.67%	+7.75%
2022	-1.93%	N/A
2021	+35.01%	N/A
2020	-10.84%	N/A
2019	+21.98%	N/A
2018	-5.21%	N/A
2017	+11.68%	N/A
2016	+25.61%	N/A
2015	-2.59%	N/A

SPYD vs JBND Drawdown Comparison

The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.

The maximum drawdown for JBND was -4.48%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.

The current SPYD drawdown is -2.04%. The current JBND drawdown is -1.93%.

Rank	SPYD	JBND
#1	-46.38% Jan 16, 2020 - Feb 24, 2021	-4.48% Sep 16, 2024 - Apr 3, 2025
#2	-22.20% Apr 20, 2022 - Jul 11, 2024	-3.23% Feb 1, 2024 - Jun 13, 2024
#3	-16.15% Nov 27, 2024 - Jan 14, 2026	-2.64% Feb 27, 2026 - Mar 27, 2026
#4	-13.63% Aug 20, 2018 - Feb 19, 2019	-2.62% Apr 4, 2025 - Jun 26, 2025
#5	-9.68% Nov 3, 2015 - Mar 2, 2016	-1.94% Oct 13, 2023 - Nov 2, 2023
#6	-9.60% Jan 26, 2018 - Aug 3, 2018	-1.49% Dec 27, 2023 - Feb 1, 2024
#7	-9.20% Jun 8, 2021 - Nov 15, 2021	-1.24% Jun 18, 2024 - Jul 5, 2024
#8	-8.71% Jul 3, 2019 - Sep 11, 2019	-1.14% Jul 1, 2025 - Jul 29, 2025
#9	-7.72% Apr 12, 2019 - Jul 3, 2019	-1.11% Oct 22, 2025 - Nov 25, 2025
#10	-7.05% Feb 13, 2026 - Mar 20, 2026	-1.09% Aug 5, 2024 - Aug 20, 2024
#11	-6.76% Nov 15, 2021 - Dec 27, 2021	-0.87% Nov 26, 2025 - Jan 14, 2026
#12	-6.34% Sep 7, 2016 - Nov 15, 2016	-0.75% Jul 17, 2024 - Jul 30, 2024
#13	-5.54% Jan 14, 2022 - Mar 25, 2022	-0.72% Sep 16, 2025 - Oct 10, 2025
#14	-5.01% Sep 11, 2019 - Oct 22, 2019	-0.70% Jan 14, 2026 - Feb 5, 2026
#15	-4.56% Mar 15, 2021 - Apr 15, 2021	-0.58% Nov 8, 2023 - Nov 14, 2023

Correlation

Correlation between SPYD and JBND is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2015 - 2026)

SPYD vs JBND dividend yield comparison.

Year	SPYD	JBND
2026	0.97%	1.43%
2025	4.52%	4.42%
2024	4.31%	4.58%
2023	4.66%	1.00%
2022	5.01%	0.00%
2021	3.68%	0.00%
2020	4.95%	0.00%
2019	4.42%	0.00%
2018	4.75%	0.00%
2017	4.63%	0.00%
2016	4.34%	0.00%
2015	1.13%	0.00%