XLV vs JPST

Comparison between THE HEALTH CARE SELECT SECTOR SPDR FUND (XLV, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).

5-Year PerformanceXLV has outperformed JPST, delivering a return of +4.6% compared to +3.6%

XLV vs JPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLV(ETF)	JPST(ETF)
Net Assets	$39B	$38B
Expense Ratio	0.08%	0.18%
Max Drawdown	40.58%	3.30%
Sharpe Ratio	0.34	1.37
5Y Beta	0.48	0.00
P/E Ratio	27.12	N/A
Forward P/E	17.27	N/A
5Y Dividends CAGR	8.03%	33.32%
5Y EPS CAGR	13.45%	N/A
Debt to Equity	-113.38%	N/A
P/S Ratio	1.37	N/A
P/B Ratio	4.35	N/A

Net Assets

Winner

XLV

$39B

JPST

$38B

Expense Ratio

Winner

XLV

0.08%

JPST

0.18%

Max Drawdown

XLV

40.58%

Winner

JPST

3.30%

Sharpe Ratio

XLV

0.34

Winner

JPST

1.37

5Y Beta

XLV

0.48

Winner

JPST

0.00

P/E Ratio

XLV

27.12

JPST

N/A

Forward P/E

XLV

17.27

JPST

N/A

5Y Dividends CAGR

XLV

8.03%

Winner

JPST

33.32%

5Y EPS CAGR

XLV

13.45%

JPST

N/A

Debt to Equity

XLV

-113.38%

JPST

N/A

P/S Ratio

XLV

1.37

JPST

N/A

P/B Ratio

XLV

4.35

JPST

N/A

XLV vs JPST - Historical Returns

Returns include dividend reinvestment.

Period	XLV	JPST
1 month	-4.13%	+0.37%
3 months	-7.83%	+0.68%
6 months	-0.99%	+1.84%
1 year	+8.87%	+4.49%
5 years(CAGR)	+4.62%	+3.58%
10 years(CAGR)	+9.26%	+2.98%
Max(CAGR)	+7.95%	+2.98%

XLV

-4.13%

Winner

JPST

+0.37%

XLV

-7.83%

Winner

JPST

+0.68%

XLV

-0.99%

Winner

JPST

+1.84%

Winner

XLV

+8.87%

JPST

+4.49%

5Y(CAGR)

Winner

XLV

+4.62%

JPST

+3.58%

10Y(CAGR)

Winner

XLV

+9.26%

JPST

+2.98%

Max(CAGR)

Winner

XLV

+7.95%

JPST

+2.98%

XLV vs JPST - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XLV	JPST
2026	-7.35%	+1.12%
2025	+14.46%	+4.95%
2024	+0.70%	+5.58%
2023	+2.36%	+5.15%
2022	-1.07%	+1.14%
2021	+26.58%	+0.11%
2020	+13.04%	+2.18%
2019	+22.30%	+3.42%
2018	+5.10%	+2.25%
2017	+20.20%	+1.00%
2016	-0.98%	N/A
2015	+6.45%	N/A
2014	+25.84%	N/A
2013	+38.67%	N/A
2012	+15.87%	N/A
2011	+11.38%	N/A
2010	+1.54%	N/A
2009	+17.13%	N/A
2008	-22.50%	N/A
2007	+7.12%	N/A
2006	+5.76%	N/A
2005	+7.66%	N/A
2004	+1.05%	N/A
2003	+11.89%	N/A
2002	-1.59%	N/A
2001	+3.39%	N/A
2000	-9.87%	N/A
1999	+10.22%	N/A

XLV vs JPST Drawdown Comparison

The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

The current XLV drawdown is -10.06%.

Rank	XLV	JPST
#1	-39.17% Dec 10, 2007 - Apr 26, 2011	-3.28% Mar 5, 2020 - May 20, 2020
#2	-33.13% Jan 10, 2000 - Jun 16, 2005	-0.79% Oct 1, 2021 - Nov 8, 2022
#3	-28.39% Jan 22, 2020 - Jul 15, 2020	-0.30% Apr 3, 2025 - Apr 21, 2025
#4	-17.34% May 18, 2011 - Jan 18, 2012	-0.28% Sep 26, 2017 - Oct 13, 2017
#5	-17.11% Sep 16, 2024 - Nov 21, 2025	-0.28% May 11, 2023 - Jun 16, 2023
#6	-17.08% Jul 20, 2015 - Mar 1, 2017	-0.15% Feb 26, 2026 - Mar 31, 2026
#7	-16.06% Apr 8, 2022 - Jan 4, 2024	-0.15% Sep 17, 2020 - Oct 21, 2020
#8	-15.44% Nov 30, 2018 - Oct 29, 2019	-0.14% Jun 10, 2020 - Jun 16, 2020
#9	-12.79% Jan 26, 2018 - Aug 17, 2018	-0.12% Mar 8, 2018 - Mar 26, 2018
#10	-10.56% Dec 30, 2021 - Apr 7, 2022	-0.12% Mar 23, 2023 - Apr 4, 2023
#11	-10.47% Feb 27, 2026 - Apr 29, 2026	-0.12% Mar 1, 2021 - Apr 22, 2021
#12	-9.85% Mar 22, 2006 - Aug 29, 2006	-0.10% Jul 26, 2017 - Aug 3, 2017
#13	-8.71% Oct 1, 2018 - Nov 30, 2018	-0.10% Apr 5, 2023 - Apr 24, 2023
#14	-8.21% May 7, 2007 - Nov 30, 2007	-0.10% Dec 16, 2024 - Dec 26, 2024
#15	-8.08% Sep 3, 2021 - Dec 15, 2021	-0.10% Oct 2, 2024 - Oct 14, 2024

Correlation

Correlation between XLV and JPST is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (1999 - 2026)

XLV vs JPST dividend yield comparison.

Year	XLV	JPST
2026	0.41%	1.36%
2025	1.60%	4.43%
2024	1.67%	5.16%
2023	1.59%	4.79%
2022	1.47%	1.83%
2021	1.33%	0.73%
2020	1.49%	1.43%
2019	2.17%	2.69%
2018	1.57%	2.07%
2017	1.47%	0.96%
2016	1.60%	0.00%
2015	1.43%	0.00%
2014	1.35%	0.00%
2013	1.52%	0.00%
2012	2.01%	0.00%
2011	1.96%	0.00%
2010	1.83%	0.00%
2009	1.85%	0.00%
2008	2.19%	0.00%
2007	1.62%	0.00%
2006	1.35%	0.00%
2005	1.25%	0.00%
2004	1.13%	0.00%
2003	1.15%	0.00%
2002	0.74%	0.00%
2001	0.27%	0.00%
2000	0.22%	0.00%
1999	0.57%	0.00%