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
$10B
JGRO
$10B
Expense Ratio
SPYI
0.68%
Winner
JGRO
0.44%
Max Drawdown
Winner
SPYI
18.53%
JGRO
22.70%
Sharpe Ratio
Winner
SPYI
1.45
JGRO
0.78
5Y Beta
Winner
SPYI
0.83
JGRO
1.17
P/E Ratio
Winner
SPYI
27.71
JGRO
35.77
Forward P/E
Winner
SPYI
20.94
JGRO
26.90
5Y EPS CAGR
SPYI
28.39%
Winner
JGRO
32.62%
Debt to Equity
SPYI
40.26%
JGRO
N/A
P/S Ratio
Winner
SPYI
3.45
JGRO
4.42
P/B Ratio
Winner
SPYI
5.28
JGRO
10.08
SPYI vs JGRO - Holdings Comparison
SPYI and JGRO have 71 common holdings. Overlap is 44.89%
SPYI's top 25 holdings weight is 49.43%. JGRO's top 25 holdings weight is 69.39%.
| Rank | SPYI | JGRO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.96% | NVIDIA CORP (NVDA) - 11.55% |
| #2 | APPLE INC (AAPL) - 6.68% | APPLE INC (AAPL) - 8.87% |
| #3 | MICROSOFT CORP (MSFT) - 4.58% | ALPHABET INC CLASS C (GOOG) - 8.04% |
| #4 | AMAZON.COM INC (AMZN) - 3.69% | BROADCOM INC (AVGO) - 4.89% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.33% | MICROSOFT CORP (MSFT) - 4.83% |
| #6 | BROADCOM INC (AVGO) - 2.89% | AMAZON.COM INC (AMZN) - 3.92% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.66% | TESLA INC (TSLA) - 2.96% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.00% | META PLATFORMS INC CLASS A (META) - 2.89% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.88% | ADVANCED MICRO DEVICES INC (AMD) - 2.21% |
| #10 | TESLA INC (TSLA) - 1.77% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.76% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% | ELI LILLY AND CO (LLY) - 1.64% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.37% | THE GOLDMAN SACHS GROUP INC (GS) - 1.62% |
| #13 | ELI LILLY AND CO (LLY) - 1.37% | MASTERCARD INC CLASS A (MA) - 1.38% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.32% | n/a (TSM) - 1.33% |
| #15 | INTEL CORP (INTC) - 0.92% | JOHNSON & JOHNSON (JNJ) - 1.28% |
| #16 | EXXON MOBIL CORP (XOM) - 0.91% | CIENA CORP (CIEN) - 1.27% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.87% | GE VERNOVA INC (GEV) - 1.19% |
| #18 | VISA INC CLASS A (V) - 0.84% | WALMART INC (WMT) - 1.18% |
| #19 | WALMART INC (WMT) - 0.82% | QUANTA SERVICES INC (PWR) - 1.18% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.75% | GILEAD SCIENCES INC (GILD) - 0.99% |
| #21 | TJX COMPANIES INC (TJX) - 0.29% | NETFLIX INC (NFLX) - 0.96% |
| #22 | AMGEN INC (AMGN) - 0.29% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.92% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.28% | LAM RESEARCH CORP (LRCX) - 0.88% |
| #24 | NEXTERA ENERGY INC (NEE) - 0.28% | RTX CORP (RTX) - 0.83% |
| #25 | THE WALT DISNEY CO (DIS) - 0.28% | NATERA INC (NTRA) - 0.82% |
| Total Holdings | 472 | 121 |
SPYI vs JGRO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYI
-1.29%
JGRO
-2.35%
3M
SPYI
+8.47%
Winner
JGRO
+11.87%
6M
Winner
SPYI
+4.58%
JGRO
+0.59%
1Y
Winner
SPYI
+18.08%
JGRO
+13.16%
Max(CAGR)
SPYI
+14.71%
Winner
JGRO
+18.50%
SPYI vs JGRO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SPYI | JGRO |
|---|---|---|
| 2026 | +5.36% | +2.38% |
| 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 SPYI drawdown is -2.55%. The current JGRO drawdown is -4.60%.
| 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 - May 13, 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 | -6.47% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -5.03% Dec 16, 2024 - Jan 22, 2025 |
| #9 | -3.83% Jun 2, 2026 - Jun 10, 2026 | -3.41% Dec 28, 2023 - Jan 10, 2024 |
| #10 | -3.50% Aug 30, 2024 - Sep 19, 2024 | -3.31% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -3.11% Dec 6, 2024 - Jan 22, 2025 | -3.04% May 14, 2026 - Jun 1, 2026 |
| #12 | -2.32% Oct 8, 2025 - Oct 20, 2025 | -3.03% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -2.15% Feb 2, 2026 - Feb 25, 2026 | -2.99% Nov 12, 2024 - Dec 2, 2024 |
| #14 | -2.09% Dec 11, 2025 - Dec 22, 2025 | -2.66% Jun 15, 2023 - Jun 30, 2023 |
| #15 | -1.86% Jan 12, 2026 - Jan 27, 2026 | -2.65% Aug 12, 2025 - Sep 8, 2025 |
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 | 6.05% | 0.00% |
| 2025 | 11.70% | 0.16% |
| 2024 | 12.04% | 0.10% |
| 2023 | 12.01% | 0.17% |
| 2022 | 4.10% | 0.16% |
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