XLB vs JQUA
Comparison between STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF (XLB, ETF) and JPMORGAN U.S. QUALITY FACTOR ETF (JQUA, ETF).
5-Year PerformanceJQUA has outperformed XLB, delivering a return of +13.4% compared to +6.7%
XLB vs JQUA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLB
$8.20B
JQUA
$8.20B
Expense Ratio
Winner
XLB
0.08%
JQUA
0.12%
Max Drawdown
XLB
60.72%
Winner
JQUA
32.92%
Sharpe Ratio
XLB
0.73
Winner
JQUA
1.44
5Y Beta
Winner
XLB
0.80
JQUA
0.85
P/E Ratio
XLB
34.40
Winner
JQUA
26.35
Forward P/E
Winner
XLB
17.68
JQUA
20.05
PEG Ratio
XLB
0.36
Winner
JQUA
0.11
5Y Dividends CAGR
XLB
5.29%
Winner
JQUA
7.11%
5Y EPS CAGR
XLB
14.93%
Winner
JQUA
20.10%
Debt to Equity
XLB
41.82%
Winner
JQUA
4.63%
P/S Ratio
Winner
XLB
2.01
JQUA
3.99
P/B Ratio
Winner
XLB
2.83
JQUA
6.21
XLB vs JQUA - Holdings Comparison
XLB and JQUA have 4 common holdings. Overlap is 1.15%
XLB's top 25 holdings weight is 98.88%. JQUA's top 25 holdings weight is 36.28%.
| Rank | XLB | JQUA |
|---|---|---|
| #1 | LINDE PLC (LIN) - 14.48% | APPLE INC (AAPL) - 2.13% |
| #2 | NEWMONT CORP (NEM) - 5.91% | BROADCOM INC (AVGO) - 2.02% |
| #3 | CORTEVA INC (CTVA) - 5.05% | ADVANCED MICRO DEVICES INC (AMD) - 2.00% |
| #4 | FREEPORT-MCMORAN INC (FCX) - 4.91% | ALPHABET INC CLASS A (GOOGL) - 1.99% |
| #5 | SHERWIN-WILLIAMS CO (SHW) - 4.80% | NVIDIA CORP (NVDA) - 1.97% |
| #6 | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.74% | MICRON TECHNOLOGY INC (MU) - 1.91% |
| #7 | ECOLAB INC (ECL) - 4.71% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #8 | VULCAN MATERIALS CO (VMC) - 4.64% | JOHNSON & JOHNSON (JNJ) - 1.69% |
| #9 | MARTIN MARIETTA MATERIALS INC (MLM) - 4.55% | VISA INC CLASS A (V) - 1.68% |
| #10 | CRH PLC (CRH) - 4.55% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.67% |
| #11 | NUCOR CORP (NUE) - 4.00% | MICROSOFT CORP (MSFT) - 1.67% |
| #12 | STEEL DYNAMICS INC (STLD) - 3.76% | EXXON MOBIL CORP (XOM) - 1.58% |
| #13 | PPG INDUSTRIES INC (PPG) - 3.45% | CISCO SYSTEMS INC (CSCO) - 1.33% |
| #14 | SMURFIT WESTROCK PLC (SW) - 2.99% | ABBVIE INC (ABBV) - 1.26% |
| #15 | DOW INC (DOW) - 2.84% | MASTERCARD INC CLASS A (MA) - 1.26% |
| #16 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.73% | COSTCO WHOLESALE CORP (COST) - 1.22% |
| #17 | PACKAGING CORP OF AMERICA (PKG) - 2.69% | LAM RESEARCH CORP (LRCX) - 1.20% |
| #18 | INTERNATIONAL PAPER CO (IP) - 2.63% | APPLIED MATERIALS INC (AMAT) - 1.18% |
| #19 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.63% | PROCTER & GAMBLE CO (PG) - 1.03% |
| #20 | DUPONT DE NEMOURS INC (DD) - 2.54% | THE HOME DEPOT INC (HD) - 1.00% |
| #21 | CF INDUSTRIES HOLDINGS INC (CF) - 2.44% | MERCK & CO INC (MRK) - 1.00% |
| #22 | BALL CORP (BALL) - 2.18% | GE VERNOVA INC (GEV) - 0.98% |
| #23 | ALBEMARLE CORP (ALB) - 2.07% | n/a (PLTR) - 0.93% |
| #24 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.95% | PALO ALTO NETWORKS INC (PANW) - 0.90% |
| #25 | AVERY DENNISON CORP (AVY) - 1.64% | TEXAS INSTRUMENTS INC (TXN) - 0.86% |
| Total Holdings | 29 | 312 |
XLB vs JQUA - Historical Returns
Returns include dividend reinvestment.
1M
XLB
-3.11%
Winner
JQUA
+1.38%
3M
XLB
-1.29%
Winner
JQUA
+11.49%
6M
XLB
+5.39%
Winner
JQUA
+12.84%
1Y
XLB
+15.93%
Winner
JQUA
+21.95%
5Y(CAGR)
XLB
+6.74%
Winner
JQUA
+13.39%
10Y(CAGR)
XLB
+9.80%
Winner
JQUA
+14.76%
Max(CAGR)
XLB
+7.98%
Winner
JQUA
+14.76%
XLB vs JQUA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLB | JQUA |
|---|---|---|
| 2026 | +11.24% | +14.91% |
| 2025 | +11.15% | +12.00% |
| 2024 | +0.32% | +21.92% |
| 2023 | +12.57% | +25.36% |
| 2022 | -11.15% | -13.11% |
| 2021 | +28.67% | +30.71% |
| 2020 | +21.95% | +15.70% |
| 2019 | +23.50% | +28.30% |
| 2018 | -16.06% | -2.96% |
| 2017 | +23.29% | +5.07% |
| 2016 | +18.66% | N/A |
| 2015 | -8.81% | N/A |
| 2014 | +8.04% | N/A |
| 2013 | +22.92% | N/A |
| 2012 | +11.60% | N/A |
| 2011 | -11.64% | N/A |
| 2010 | +16.90% | N/A |
| 2009 | +42.96% | N/A |
| 2008 | -43.51% | N/A |
| 2007 | +22.87% | N/A |
| 2006 | +16.78% | N/A |
| 2005 | +5.14% | N/A |
| 2004 | +14.04% | N/A |
| 2003 | +33.88% | N/A |
| 2002 | -6.05% | N/A |
| 2001 | +4.21% | N/A |
| 2000 | -13.76% | N/A |
| 1999 | +11.31% | N/A |
XLB vs JQUA Drawdown Comparison
The maximum drawdown for XLB was -59.83%, occurring on Mar 2, 2009. Recovery took 1250 trading sessions.
The maximum drawdown for JQUA was -32.92%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current XLB drawdown is -4.32%. The current JQUA drawdown is -0.51%.
| Rank | XLB | JQUA |
|---|---|---|
| #1 | -59.83% May 20, 2008 - May 8, 2013 | -32.92% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -37.25% Jan 26, 2018 - Jul 17, 2020 | -22.47% Dec 29, 2021 - Jul 13, 2023 |
| #3 | -36.56% Jan 6, 2000 - Dec 1, 2003 | -17.07% Sep 21, 2018 - Mar 21, 2019 |
| #4 | -26.87% Feb 24, 2015 - Dec 5, 2016 | -16.81% Feb 18, 2025 - Jul 3, 2025 |
| #5 | -24.73% Apr 20, 2022 - Feb 29, 2024 | -9.67% Jan 26, 2018 - Aug 9, 2018 |
| #6 | -23.17% Oct 18, 2024 - Jan 9, 2026 | -8.78% Jul 31, 2023 - Nov 20, 2023 |
| #7 | -16.84% Mar 4, 2005 - Jan 6, 2006 | -8.22% Sep 2, 2020 - Nov 11, 2020 |
| #8 | -15.78% Jul 19, 2007 - Oct 9, 2007 | -7.13% Jan 27, 2026 - Apr 15, 2026 |
| #9 | -15.48% May 10, 2006 - Nov 20, 2006 | -6.32% Jul 16, 2024 - Aug 19, 2024 |
| #10 | -15.02% Oct 31, 2007 - Apr 16, 2008 | -5.88% Apr 30, 2019 - Jun 19, 2019 |
| #11 | -12.38% Feb 11, 2026 - Mar 20, 2026 | -5.84% Mar 21, 2024 - Jun 17, 2024 |
| #12 | -12.19% Mar 1, 2004 - Sep 2, 2004 | -5.82% Sep 3, 2021 - Oct 25, 2021 |
| #13 | -11.96% Dec 31, 2021 - Apr 20, 2022 | -5.52% Jul 26, 2019 - Oct 28, 2019 |
| #14 | -10.99% Sep 24, 2014 - Feb 12, 2015 | -5.48% Dec 6, 2024 - Feb 5, 2025 |
| #15 | -10.14% May 17, 2021 - Nov 8, 2021 | -5.36% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between XLB and JQUA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
XLB vs JQUA dividend yield comparison.
| Year | XLB | JQUA |
|---|---|---|
| 2026 | 0.79% | 0.50% |
| 2025 | 1.92% | 1.19% |
| 2024 | 1.92% | 1.24% |
| 2023 | 2.00% | 1.22% |
| 2022 | 2.26% | 1.60% |
| 2021 | 1.62% | 1.32% |
| 2020 | 1.72% | 1.44% |
| 2019 | 1.98% | 1.67% |
| 2018 | 2.20% | 2.10% |
| 2017 | 1.66% | 0.40% |
| 2016 | 1.95% | 0.00% |
| 2015 | 2.24% | 0.00% |
| 2014 | 1.97% | 0.00% |
| 2013 | 2.08% | 0.00% |
| 2012 | 2.27% | 0.00% |
| 2011 | 2.20% | 0.00% |
| 2010 | 3.07% | 0.00% |
| 2009 | 1.76% | 0.00% |
| 2008 | 3.60% | 0.00% |
| 2007 | 1.95% | 0.00% |
| 2006 | 3.25% | 0.00% |
| 2005 | 2.10% | 0.00% |
| 2004 | 1.70% | 0.00% |
| 2003 | 1.79% | 0.00% |
| 2002 | 2.29% | 0.00% |
| 2001 | 2.03% | 0.00% |
| 2000 | 4.22% | 0.00% |
| 1999 | 0.62% | 0.00% |
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