SPYI vs JGRO
Comparison between NEOS S&P 500(R) HIGH INCOME ETF (SPYI, ETF) and JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF).
SPYI vs JGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYI
$8.10B
Winner
JGRO
$8.20B
Expense Ratio
SPYI
0.68%
Winner
JGRO
0.44%
Max Drawdown
Winner
SPYI
18.53%
JGRO
22.70%
Sharpe Ratio
Winner
SPYI
2.04
JGRO
1.34
5Y Beta
Winner
SPYI
0.82
JGRO
1.17
P/E Ratio
Winner
SPYI
28.49
JGRO
36.74
Forward P/E
Winner
SPYI
21.87
JGRO
26.49
5Y EPS CAGR
SPYI
28.89%
Winner
JGRO
32.43%
Debt to Equity
SPYI
33.01%
JGRO
N/A
P/S Ratio
Winner
SPYI
3.51
JGRO
4.10
P/B Ratio
Winner
SPYI
5.41
JGRO
9.92
SPYI vs JGRO - Holdings Comparison
SPYI and JGRO have 70 common holdings. Overlap is 42.38%
SPYI's top 25 holdings weight is 51.07%. JGRO's top 25 holdings weight is 68.04%.
| Rank | SPYI | JGRO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.63% | NVIDIA CORP (NVDA) - 11.28% |
| #2 | APPLE INC (AAPL) - 6.74% | APPLE INC (AAPL) - 8.11% |
| #3 | MICROSOFT CORP (MSFT) - 5.32% | ALPHABET INC CLASS C (GOOG) - 7.27% |
| #4 | AMAZON.COM INC (AMZN) - 4.23% | MICROSOFT CORP (MSFT) - 5.09% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.39% | BROADCOM INC (AVGO) - 4.59% |
| #6 | BROADCOM INC (AVGO) - 3.15% | META PLATFORMS INC CLASS A (META) - 3.53% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.70% | AMAZON.COM INC (AMZN) - 3.51% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.51% | TESLA INC (TSLA) - 3.15% |
| #9 | TESLA INC (TSLA) - 1.76% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.37% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.48% | MASTERCARD INC CLASS A (MA) - 1.75% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.39% | ELI LILLY AND CO (LLY) - 1.65% |
| #12 | ELI LILLY AND CO (LLY) - 1.18% | THE GOLDMAN SACHS GROUP INC (GS) - 1.56% |
| #13 | EXXON MOBIL CORP (XOM) - 1.04% | WALMART INC (WMT) - 1.37% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.94% | JOHNSON & JOHNSON (JNJ) - 1.33% |
| #15 | WALMART INC (WMT) - 0.94% | n/a (TSM) - 1.26% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.92% | CIENA CORP (CIEN) - 1.18% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.89% | GE VERNOVA INC (GEV) - 1.17% |
| #18 | VISA INC CLASS A (V) - 0.88% | INSMED INC (INSM) - 1.12% |
| #19 | CASH OFFSET (n/a) - 0.81% | QUANTA SERVICES INC (PWR) - 1.07% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.74% | GILEAD SCIENCES INC (GILD) - 1.04% |
| #21 | AMPHENOL CORP CLASS A (APH) - 0.29% | 3M CO (MMM) - 0.99% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.29% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.93% |
| #23 | TJX COMPANIES INC (TJX) - 0.29% | RTX CORP (RTX) - 0.92% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.28% | NETFLIX INC (NFLX) - 0.91% |
| #25 | AMERICAN EXPRESS CO (AXP) - 0.28% | NATERA INC (NTRA) - 0.89% |
| Total Holdings | 471 | 120 |
SPYI vs JGRO - Historical Returns
Returns include dividend reinvestment.
1M
SPYI
+6.05%
Winner
JGRO
+9.43%
3M
SPYI
+4.00%
Winner
JGRO
+6.61%
6M
Winner
SPYI
+8.73%
JGRO
+3.76%
1Y
SPYI
+25.62%
Winner
JGRO
+25.81%
Max(CAGR)
SPYI
+15.37%
Winner
JGRO
+19.70%
SPYI vs JGRO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SPYI | JGRO |
|---|---|---|
| 2026 | +5.73% | +4.00% |
| 2025 | +16.80% | +14.51% |
| 2024 | +19.49% | +34.94% |
| 2023 | +18.18% | +38.76% |
| 2022 | -2.44% | -10.03% |
SPYI vs JGRO Drawdown Comparison
The maximum drawdown for SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current JGRO drawdown is -1.17%.
| Rank | SPYI | JGRO |
|---|---|---|
| #1 | -16.46% Feb 19, 2025 - Jun 25, 2025 | -22.70% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -10.18% Sep 12, 2022 - Feb 1, 2023 | -17.88% Aug 16, 2022 - May 26, 2023 |
| #3 | -7.70% Feb 25, 2026 - Apr 15, 2026 | -16.44% Oct 29, 2025 - Mar 30, 2026 |
| #4 | -7.54% Jul 28, 2023 - Dec 13, 2023 | -13.21% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -6.60% Jul 16, 2024 - Aug 19, 2024 | -11.56% Jul 18, 2023 - Nov 20, 2023 |
| #6 | -6.03% Feb 6, 2023 - Apr 13, 2023 | -7.53% Mar 22, 2024 - May 15, 2024 |
| #7 | -4.65% Mar 28, 2024 - May 15, 2024 | -5.03% Dec 16, 2024 - Jan 22, 2025 |
| #8 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -3.41% Dec 28, 2023 - Jan 10, 2024 |
| #9 | -3.50% Aug 30, 2024 - Sep 19, 2024 | -3.31% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -3.11% Dec 6, 2024 - Jan 22, 2025 | -3.03% Oct 29, 2024 - Nov 6, 2024 |
| #11 | -2.32% Oct 8, 2025 - Oct 20, 2025 | -2.99% Nov 12, 2024 - Dec 2, 2024 |
| #12 | -2.15% Feb 2, 2026 - Feb 25, 2026 | -2.66% Jun 15, 2023 - Jun 30, 2023 |
| #13 | -2.09% Dec 11, 2025 - Dec 22, 2025 | -2.65% Aug 12, 2025 - Sep 8, 2025 |
| #14 | -1.86% Jan 12, 2026 - Jan 27, 2026 | -2.48% Feb 9, 2024 - Feb 22, 2024 |
| #15 | -1.80% May 1, 2023 - May 17, 2023 | -2.31% Jan 29, 2024 - Feb 2, 2024 |
Correlation
Correlation between SPYI and JGRO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
SPYI vs JGRO dividend yield comparison.
| Year | SPYI | JGRO |
|---|---|---|
| 2026 | 3.91% | 0.00% |
| 2025 | 11.70% | 0.16% |
| 2024 | 12.04% | 0.10% |
| 2023 | 12.01% | 0.17% |
| 2022 | 4.10% | 0.16% |
Select Stocks to Compare
Popular: SPYI vs SPYJGRO vs SPY
More Comparisons
Compare with similar stocks