XSW vs JMSI
Comparison between STATE STREET(R) SPDR(R) S&P(R) SOFTWARE & SERVICES ETF (XSW, ETF) and JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF (JMSI, ETF).
XSW vs JMSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XSW
$365M
JMSI
$364M
Expense Ratio
XSW
0.35%
Winner
JMSI
0.18%
Max Drawdown
XSW
45.41%
Winner
JMSI
5.42%
Sharpe Ratio
XSW
-0.31
Winner
JMSI
0.73
5Y Beta
XSW
1.27
Winner
JMSI
0.03
P/E Ratio
XSW
-180.65
JMSI
N/A
Forward P/E
XSW
15.12
JMSI
N/A
5Y Dividends CAGR
XSW
-10.61%
JMSI
N/A
Debt to Equity
XSW
32.90%
JMSI
N/A
P/S Ratio
XSW
2.45
JMSI
N/A
P/B Ratio
XSW
3.64
JMSI
N/A
XSW vs JMSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSW
+4.54%
JMSI
+0.45%
3M
Winner
XSW
+6.58%
JMSI
-0.09%
6M
XSW
-12.25%
Winner
JMSI
+1.37%
1Y
XSW
-8.38%
Winner
JMSI
+5.94%
5Y(CAGR)
XSW
+0.87%
JMSI
N/A
10Y(CAGR)
XSW
+12.75%
JMSI
N/A
Max(CAGR)
Winner
XSW
+14.70%
JMSI
+3.79%
XSW vs JMSI - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XSW | JMSI |
|---|---|---|
| 2026 | -8.46% | +1.06% |
| 2025 | -1.16% | +4.25% |
| 2024 | +29.32% | +2.72% |
| 2023 | +38.62% | +2.70% |
| 2022 | -34.54% | N/A |
| 2021 | +9.73% | N/A |
| 2020 | +50.39% | N/A |
| 2019 | +35.90% | N/A |
| 2018 | +7.47% | N/A |
| 2017 | +27.51% | N/A |
| 2016 | +12.67% | N/A |
| 2015 | +10.00% | N/A |
| 2014 | +6.95% | N/A |
| 2013 | +44.43% | N/A |
| 2012 | +13.85% | N/A |
| 2011 | +13.75% | N/A |
XSW vs JMSI Drawdown Comparison
The maximum drawdown for XSW was -45.38%, occurring on Nov 9, 2022. Recovery took 755 trading sessions.
The maximum drawdown for JMSI was -4.56%, occurring on Oct 31, 2023. Recovery took 91 trading sessions.
The current XSW drawdown is -18.04%. The current JMSI drawdown is -0.90%.
| Rank | XSW | JMSI |
|---|---|---|
| #1 | -45.38% Nov 9, 2021 - Nov 11, 2024 | -4.56% Jul 21, 2023 - Nov 29, 2023 |
| #2 | -37.82% Feb 19, 2020 - Jun 23, 2020 | -3.59% Feb 28, 2025 - Sep 5, 2025 |
| #3 | -33.75% Sep 22, 2025 - Apr 10, 2026 | -2.98% Feb 26, 2026 - Mar 24, 2026 |
| #4 | -30.79% Dec 6, 2024 - Sep 22, 2025 | -2.08% Oct 3, 2024 - Dec 2, 2024 |
| #5 | -24.69% Jun 23, 2015 - Jul 12, 2016 | -2.03% Dec 4, 2024 - Feb 28, 2025 |
| #6 | -24.20% Sep 14, 2018 - Feb 25, 2019 | -1.57% Mar 22, 2024 - May 7, 2024 |
| #7 | -16.73% Mar 5, 2014 - Dec 19, 2014 | -1.07% May 15, 2024 - Jun 6, 2024 |
| #8 | -14.60% Feb 12, 2021 - Aug 27, 2021 | -0.98% Jan 8, 2024 - Feb 1, 2024 |
| #9 | -12.81% Mar 27, 2012 - Sep 7, 2012 | -0.94% Aug 5, 2024 - Sep 9, 2024 |
| #10 | -11.35% Sep 14, 2012 - Jan 11, 2013 | -0.81% Feb 1, 2024 - Mar 5, 2024 |
| #11 | -10.81% Sep 2, 2020 - Oct 12, 2020 | -0.54% Nov 11, 2025 - Nov 26, 2025 |
| #12 | -10.50% Jul 26, 2019 - Nov 26, 2019 | -0.54% Sep 23, 2025 - Oct 10, 2025 |
| #13 | -10.22% Oct 27, 2011 - Jan 24, 2012 | -0.43% Jun 17, 2024 - Jul 5, 2024 |
| #14 | -9.11% Apr 30, 2019 - Jul 10, 2019 | -0.35% Jun 6, 2024 - Jun 12, 2024 |
| #15 | -9.02% Oct 13, 2020 - Nov 16, 2020 | -0.34% Jan 14, 2026 - Jan 27, 2026 |
Correlation
Correlation between XSW and JMSI is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (2011 - 2026)
XSW vs JMSI dividend yield comparison.
| Year | XSW | JMSI |
|---|---|---|
| 2026 | 0.00% | 1.51% |
| 2025 | 0.06% | 3.65% |
| 2024 | 0.07% | 3.66% |
| 2023 | 0.20% | 1.79% |
| 2022 | 0.09% | 0.00% |
| 2021 | 0.13% | 0.00% |
| 2020 | 0.26% | 0.00% |
| 2019 | 0.12% | 0.00% |
| 2018 | 0.31% | 0.00% |
| 2017 | 0.46% | 0.00% |
| 2016 | 0.87% | 0.00% |
| 2015 | 0.54% | 0.00% |
| 2014 | 0.53% | 0.00% |
| 2013 | 2.07% | 0.00% |
| 2012 | 3.64% | 0.00% |
| 2011 | 0.06% | 0.00% |
Select Stocks to Compare
Popular: XSW vs SPYJMSI vs SPY
More Comparisons
Compare with similar stocks