SPYD vs JMUB

Comparison between SPDR(R) PORTFOLIO S&P 500 HIGH DIVIDEND ETF (SPYD, ETF) and JPMorgan Municipal ETF (JMUB, ETF).

5-Year PerformanceSPYD has outperformed JMUB, delivering a return of +6.9% compared to +1.3%

SPYD vs JMUB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPYD(ETF)	JMUB(ETF)
Net Assets	$7B	$7.10B
Expense Ratio	0.07%	0.18%
Max Drawdown	47.32%	14.47%
Sharpe Ratio	1.01	0.74
5Y Beta	0.51	0.02
P/E Ratio	24.20	N/A
Forward P/E	13.93	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	5.15%	11.91%
5Y EPS CAGR	5.77%	N/A
Debt to Equity	-43.13%	N/A
P/S Ratio	1.39	N/A
P/B Ratio	1.82	N/A

Net Assets

SPYD

$7B

Winner

JMUB

$7.10B

Expense Ratio

Winner

SPYD

0.07%

JMUB

0.18%

Max Drawdown

SPYD

47.32%

Winner

JMUB

14.47%

Sharpe Ratio

Winner

SPYD

1.01

JMUB

0.74

5Y Beta

SPYD

0.51

Winner

JMUB

0.02

P/E Ratio

SPYD

24.20

JMUB

N/A

Forward P/E

SPYD

13.93

JMUB

N/A

PEG Ratio

SPYD

0.47

JMUB

N/A

5Y Dividends CAGR

SPYD

5.15%

Winner

JMUB

11.91%

5Y EPS CAGR

SPYD

5.77%

JMUB

N/A

Debt to Equity

SPYD

-43.13%

JMUB

N/A

P/S Ratio

SPYD

1.39

JMUB

N/A

P/B Ratio

SPYD

1.82

JMUB

N/A

SPYD vs JMUB - Historical Returns

Returns include dividend reinvestment.

Period	SPYD	JMUB
1 month	+1.65%	+0.63%
3 months	+0.24%	-0.09%
6 months	+11.72%	+1.34%
1 year	+15.97%	+5.62%
5 years(CAGR)	+6.87%	+1.26%
10 years(CAGR)	+8.71%	N/A
Max(CAGR)	+9.09%	+3.02%

Winner

SPYD

+1.65%

JMUB

+0.63%

Winner

SPYD

+0.24%

JMUB

-0.09%

Winner

SPYD

+11.72%

JMUB

+1.34%

Winner

SPYD

+15.97%

JMUB

+5.62%

5Y(CAGR)

Winner

SPYD

+6.87%

JMUB

+1.26%

10Y(CAGR)

SPYD

+8.71%

JMUB

N/A

Max(CAGR)

Winner

SPYD

+9.09%

JMUB

+3.02%

SPYD vs JMUB - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SPYD	JMUB
2026	+8.14%	+0.90%
2025	+4.95%	+4.15%
2024	+13.90%	+1.90%
2023	+3.67%	+5.86%
2022	-1.93%	-7.39%
2021	+35.01%	+1.59%
2020	-10.84%	+4.88%
2019	+21.98%	+8.35%
2018	-5.21%	+2.81%
2017	+11.68%	N/A
2016	+25.61%	N/A
2015	-2.59%	N/A

SPYD vs JMUB Drawdown Comparison

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

The maximum drawdown for JMUB was -12.50%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.

The current SPYD drawdown is -1.89%. The current JMUB drawdown is -0.87%.

Rank	SPYD	JMUB
#1	-46.38% Jan 16, 2020 - Feb 24, 2021	-12.50% Mar 9, 2020 - Aug 7, 2020
#2	-22.20% Apr 20, 2022 - Jul 11, 2024	-12.06% Jul 30, 2021 - Sep 5, 2024
#3	-16.15% Nov 27, 2024 - Jan 14, 2026	-4.02% Feb 28, 2025 - Sep 5, 2025
#4	-13.63% Aug 20, 2018 - Feb 19, 2019	-2.55% Feb 27, 2026 - Mar 24, 2026
#5	-9.68% Nov 3, 2015 - Mar 2, 2016	-2.18% Oct 1, 2024 - Dec 4, 2024
#6	-9.60% Jan 26, 2018 - Aug 3, 2018	-2.17% Feb 12, 2021 - Jun 8, 2021
#7	-9.20% Jun 8, 2021 - Nov 15, 2021	-2.07% Dec 4, 2024 - Feb 26, 2025
#8	-8.71% Jul 3, 2019 - Sep 11, 2019	-1.36% Aug 15, 2019 - Oct 9, 2019
#9	-7.72% Apr 12, 2019 - Jul 3, 2019	-1.22% Aug 11, 2020 - Nov 20, 2020
#10	-7.05% Feb 13, 2026 - Mar 20, 2026	-1.18% Oct 9, 2019 - Jan 3, 2020
#11	-6.76% Nov 15, 2021 - Dec 27, 2021	-0.55% Jun 15, 2021 - Jul 8, 2021
#12	-6.34% Sep 7, 2016 - Nov 15, 2016	-0.48% Mar 28, 2019 - Apr 29, 2019
#13	-5.54% Jan 14, 2022 - Mar 25, 2022	-0.45% Nov 11, 2025 - Nov 28, 2025
#14	-5.01% Sep 11, 2019 - Oct 22, 2019	-0.42% Sep 17, 2025 - Oct 10, 2025
#15	-4.56% Mar 15, 2021 - Apr 15, 2021	-0.36% Jan 31, 2020 - Feb 19, 2020

Correlation

Correlation between SPYD and JMUB is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2015 - 2026)

SPYD vs JMUB dividend yield comparison.

Year	SPYD	JMUB
2026	0.96%	1.20%
2025	4.52%	3.52%
2024	4.31%	3.50%
2023	4.66%	3.20%
2022	5.01%	2.16%
2021	3.68%	1.94%
2020	4.95%	2.13%
2019	4.42%	3.66%
2018	4.75%	0.45%
2017	4.63%	0.00%
2016	4.34%	0.00%
2015	1.13%	0.00%