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XLP vs JCPB

Comparison between STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP, ETF) and JPMORGAN CORE PLUS BOND ETF (JCPB, ETF).

5-Year PerformanceXLP has outperformed JCPB, delivering a return of +6.3% compared to +0.8%

XLP vs JCPB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLP
$14B
JCPB
$14B
Expense Ratio
Winner
XLP
0.08%
JCPB
0.37%
Max Drawdown
XLP
37.82%
Winner
JCPB
22.96%
Sharpe Ratio
Winner
XLP
0.27
JCPB
0.21
5Y Beta
XLP
0.18
Winner
JCPB
0.05
P/E Ratio
XLP
29.62
JCPB
N/A
Forward P/E
XLP
20.53
JCPB
N/A
PEG Ratio
XLP
1.11
JCPB
N/A
5Y Dividends CAGR
XLP
4.54%
Winner
JCPB
7.48%
5Y EPS CAGR
XLP
7.04%
JCPB
N/A
Debt to Equity
XLP
222.91%
JCPB
N/A
P/S Ratio
XLP
1.36
JCPB
N/A
P/B Ratio
XLP
5.09
JCPB
N/A

XLP vs JCPB - Holdings Comparison

XLP and JCPB have 1 common holdings. Overlap is -0.10%

XLP's top 25 holdings weight is 92.90%. JCPB's top 25 holdings weight is 40.80%.

RankXLPJCPB
#1
WALMART INC (WMT) - 10.70%
n/a (n/a) - 7.61%
#2
COSTCO WHOLESALE CORP (COST) - 8.82%
n/a (n/a) - 4.59%
#3
PROCTER & GAMBLE CO (PG) - 7.47%
UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21%
#4
COCA-COLA CO (KO) - 6.92%
n/a (n/a) - 2.95%
#5
PHILIP MORRIS INTERNATIONAL INC (PM) - 6.11%
n/a (n/a) - 2.90%
#6
COLGATE-PALMOLIVE CO (CL) - 4.67%
FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31%
#7
MONSTER BEVERAGE CORP (MNST) - 4.51%
FREMF MORTGAGE TRUST 0% (n/a) - 1.84%
#8
ALTRIA GROUP INC (MO) - 4.43%
n/a (n/a) - 1.80%
#9
PEPSICO INC (PEP) - 4.31%
n/a (n/a) - 1.35%
#10
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.20%
UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24%
#11
TARGET CORP (TGT) - 4.06%
FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20%
#12
KEURIG DR PEPPER INC (KDP) - 2.66%
n/a (n/a) - 1.09%
#13
ARCHER-DANIELS-MIDLAND CO (ADM) - 2.57%
FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09%
#14
SYSCO CORP (SYY) - 2.50%
U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90%
#15
KENVUE INC (KVUE) - 2.32%
UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74%
#16
KIMBERLY-CLARK CORP (KMB) - 2.29%
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71%
#17
THE KROGER CO (KR) - 2.08%
FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70%
#18
CASEY'S GENERAL STORES INC (CASY) - 1.93%
UNITED STATES TREASURY BONDS 3% (n/a) - 0.68%
#19
DOLLAR GENERAL CORP (DG) - 1.73%
UNITED STATES TREASURY BONDS 4% (n/a) - 0.68%
#20
THE HERSHEY CO (HSY) - 1.63%
n/a (n/a) - 0.67%
#21
CHURCH & DWIGHT CO INC (CHD) - 1.49%
FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59%
#22
DOLLAR TREE INC (DLTR) - 1.49%
FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54%
#23
THE KRAFT HEINZ CO (KHC) - 1.41%
OTCBA FINRA CASH AT BROKER (n/a) - 0.52%
#24
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.32%
UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50%
#25
GENERAL MILLS INC (GIS) - 1.28%
UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39%
Total Holdings381670

XLP vs JCPB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XLP
+2.29%
JCPB
-0.45%
3M
Winner
XLP
+3.43%
JCPB
-0.54%
6M
Winner
XLP
+3.25%
JCPB
+0.17%
1Y
Winner
XLP
+6.83%
JCPB
+4.30%
5Y(CAGR)
Winner
XLP
+6.29%
JCPB
+0.80%
10Y(CAGR)
XLP
+7.12%
JCPB
N/A
Max(CAGR)
Winner
XLP
+7.18%
JCPB
+2.68%

XLP vs JCPB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLPJCPB
2026+9.57%+0.38%
2025+1.83%+7.95%
2024+10.94%+3.38%
2023-0.45%+6.57%
2022-0.82%-12.45%
2021+18.48%-0.46%
2020+11.03%+8.93%
2019+28.18%+7.76%
2018-7.50%N/A
2017+12.57%N/A
2016+6.33%N/A
2015+7.20%N/A
2014+17.17%N/A
2013+23.13%N/A
2012+10.84%N/A
2011+13.92%N/A
2010+12.93%N/A
2009+12.35%N/A
2008-13.79%N/A
2007+11.96%N/A
2006+14.03%N/A
2005+2.84%N/A
2004+8.95%N/A
2003+9.08%N/A
2002-19.81%N/A
2001-8.72%N/A
2000+27.10%N/A
1999-7.17%N/A

XLP vs JCPB Drawdown Comparison

The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.

The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.

The current XLP drawdown is -5.43%. The current JCPB drawdown is -1.73%.

RankXLPJCPB
#1-35.89%
Dec 28, 2000 - Oct 26, 2006		-16.68%
Sep 14, 2021 - Aug 1, 2025
#2-32.39%
Sep 12, 2008 - Mar 17, 2010		-6.03%
Mar 6, 2020 - Jun 23, 2020
#3-26.38%
Nov 24, 1999 - Jul 5, 2000		-3.48%
Dec 31, 2020 - Aug 2, 2021
#4-24.50%
Feb 14, 2020 - Aug 12, 2020		-2.71%
Feb 27, 2026 - May 19, 2026
#5-16.32%
Apr 20, 2022 - Mar 28, 2024		-2.12%
Sep 5, 2019 - Oct 3, 2019
#6-16.11%
Jan 26, 2018 - Apr 17, 2019		-1.97%
Oct 7, 2019 - Jan 24, 2020
#7-11.94%
May 19, 2011 - Dec 6, 2011		-1.49%
Aug 4, 2020 - Nov 30, 2020
#8-10.07%
Aug 5, 2015 - Oct 22, 2015		-1.05%
Oct 28, 2025 - Nov 25, 2025
#9-9.69%
Feb 27, 2026 - Mar 20, 2026		-0.88%
Aug 3, 2021 - Sep 14, 2021
#10-9.24%
Jul 13, 2016 - Feb 22, 2017		-0.83%
Nov 26, 2025 - Jan 13, 2026
#11-9.01%
Dec 10, 2007 - Sep 8, 2008		-0.71%
Jul 5, 2019 - Aug 2, 2019
#12-8.88%
Mar 23, 2010 - Sep 20, 2010		-0.68%
Sep 16, 2025 - Oct 13, 2025
#13-8.53%
Aug 20, 2025 - Jan 14, 2026		-0.65%
Jan 14, 2026 - Feb 5, 2026
#14-8.36%
Sep 16, 2024 - Feb 25, 2025		-0.56%
Apr 1, 2019 - May 7, 2019
#15-8.19%
Feb 25, 2025 - Aug 12, 2025		-0.53%
Jan 31, 2020 - Feb 10, 2020

Correlation

Correlation between XLP and JCPB is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47
-101

Dividend Comparison (1999 - 2026)

XLP vs JCPB dividend yield comparison.

YearXLPJCPB
20261.22%2.43%
20252.75%4.90%
20242.77%5.16%
20232.63%4.32%
20222.47%3.01%
20212.27%2.19%
20202.50%2.97%
20192.57%3.01%
20183.04%0.00%
20172.62%0.00%
20162.53%0.00%
20152.53%0.00%
20142.40%0.00%
20132.39%0.00%
20123.06%0.00%
20112.73%0.00%
20102.60%0.00%
20092.45%0.00%
20082.74%0.00%
20072.08%0.00%
20061.97%0.00%
20051.90%0.00%
20041.54%0.00%
20031.65%0.00%
20021.93%0.00%
20011.26%0.00%
20001.04%0.00%
19990.29%0.00%

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