SPYI vs JPIE
Comparison between NEOS S&P 500(R) HIGH INCOME ETF (SPYI, ETF) and JPMORGAN INCOME ETF (JPIE, ETF).
SPYI vs JPIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYI
$10B
JPIE
$10B
Expense Ratio
SPYI
0.68%
Winner
JPIE
0.39%
Max Drawdown
SPYI
18.53%
Winner
JPIE
13.36%
Sharpe Ratio
Winner
SPYI
1.39
JPIE
0.60
5Y Beta
SPYI
0.83
Winner
JPIE
0.04
P/E Ratio
SPYI
25.72
JPIE
N/A
Forward P/E
SPYI
20.35
JPIE
N/A
PEG Ratio
SPYI
0.27
JPIE
N/A
5Y EPS CAGR
SPYI
29.54%
JPIE
N/A
Debt to Equity
SPYI
58.50%
JPIE
N/A
P/S Ratio
SPYI
3.61
JPIE
N/A
P/B Ratio
SPYI
5.40
JPIE
N/A
SPYI vs JPIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYI
+2.71%
JPIE
+0.43%
3M
Winner
SPYI
+5.08%
JPIE
+0.99%
6M
Winner
SPYI
+9.16%
JPIE
+1.58%
1Y
Winner
SPYI
+19.85%
JPIE
+4.87%
5Y(CAGR)
SPYI
N/A
JPIE
+3.48%
Max(CAGR)
Winner
SPYI
+15.62%
JPIE
+3.48%
SPYI vs JPIE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SPYI | JPIE |
|---|---|---|
| 2026 | +10.52% | +2.29% |
| 2025 | +16.80% | +7.34% |
| 2024 | +19.49% | +6.81% |
| 2023 | +18.18% | +6.88% |
| 2022 | -2.44% | -6.13% |
| 2021 | N/A | +0.30% |
SPYI vs JPIE Drawdown Comparison
The maximum drawdown for SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
| Rank | SPYI | JPIE |
|---|---|---|
| #1 | -16.46% Feb 19, 2025 - Jun 25, 2025 | -9.97% Dec 30, 2021 - Dec 20, 2023 |
| #2 | -10.18% Sep 12, 2022 - Feb 1, 2023 | -1.72% Apr 2, 2025 - Apr 25, 2025 |
| #3 | -7.70% Feb 25, 2026 - Apr 15, 2026 | -1.22% Nov 8, 2021 - Dec 29, 2021 |
| #4 | -7.54% Jul 28, 2023 - Dec 13, 2023 | -1.15% Feb 27, 2026 - Apr 14, 2026 |
| #5 | -6.60% Jul 16, 2024 - Aug 19, 2024 | -1.13% Mar 28, 2024 - May 3, 2024 |
| #6 | -6.03% Feb 6, 2023 - Apr 13, 2023 | -0.91% Oct 1, 2024 - Dec 4, 2024 |
| #7 | -4.65% Mar 28, 2024 - May 15, 2024 | -0.83% Feb 1, 2024 - Mar 8, 2024 |
| #8 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -0.81% Dec 29, 2023 - Jan 12, 2024 |
| #9 | -3.83% Jun 2, 2026 - Jul 10, 2026 | -0.69% Jan 12, 2024 - Jan 29, 2024 |
| #10 | -3.50% Aug 30, 2024 - Sep 19, 2024 | -0.68% Dec 23, 2024 - Jan 17, 2025 |
| #11 | -3.11% Dec 6, 2024 - Jan 22, 2025 | -0.60% May 8, 2026 - May 28, 2026 |
| #12 | -2.85% Jul 15, 2026 - Aug 3, 2026 | -0.48% Dec 9, 2024 - Dec 23, 2024 |
| #13 | -2.32% Oct 8, 2025 - Oct 20, 2025 | -0.46% May 15, 2024 - May 31, 2024 |
| #14 | -2.15% Feb 2, 2026 - Feb 25, 2026 | -0.42% Mar 8, 2024 - Mar 22, 2024 |
| #15 | -2.09% Dec 11, 2025 - Dec 22, 2025 | -0.37% Jul 15, 2026 - Aug 4, 2026 |
Correlation
Correlation between SPYI and JPIE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2021 - 2026)
SPYI vs JPIE dividend yield comparison.
| Year | SPYI | JPIE |
|---|---|---|
| 2026 | 6.80% | 3.22% |
| 2025 | 11.70% | 5.65% |
| 2024 | 12.04% | 6.11% |
| 2023 | 12.01% | 5.70% |
| 2022 | 4.10% | 4.49% |
| 2021 | 0.00% | 0.63% |
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