Correlation
The correlation between JNBSX and SPY is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
JNBSX vs. SPY
Compare and contrast key facts about JPMorgan Income Builder Fund (JNBSX) and SPDR S&P 500 ETF (SPY).
JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNBSX or SPY.
Performance
JNBSX vs. SPY - Performance Comparison
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Key characteristics
JNBSX:
1.17
SPY:
0.70
JNBSX:
1.51
SPY:
1.02
JNBSX:
1.22
SPY:
1.15
JNBSX:
1.19
SPY:
0.68
JNBSX:
5.20
SPY:
2.57
JNBSX:
1.68%
SPY:
4.93%
JNBSX:
7.99%
SPY:
20.42%
JNBSX:
-39.00%
SPY:
-55.19%
JNBSX:
0.00%
SPY:
-3.55%
Returns By Period
In the year-to-date period, JNBSX achieves a 3.95% return, which is significantly higher than SPY's 0.87% return. Over the past 10 years, JNBSX has underperformed SPY with an annualized return of 4.65%, while SPY has yielded a comparatively higher 12.73% annualized return.
JNBSX
3.95%
2.15%
1.42%
8.73%
5.00%
5.97%
4.65%
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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JNBSX vs. SPY - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
JNBSX vs. SPY — Risk-Adjusted Performance Rank
JNBSX
SPY
JNBSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund (JNBSX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
JNBSX vs. SPY - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.84%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | 5.84% | 5.90% | 5.08% | 4.60% | 8.53% | 3.50% | 4.17% | 4.56% | 3.90% | 4.40% | 4.20% | 5.08% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JNBSX vs. SPY - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -39.00%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JNBSX and SPY.
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Volatility
JNBSX vs. SPY - Volatility Comparison
The current volatility for JPMorgan Income Builder Fund (JNBSX) is 1.52%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. This indicates that JNBSX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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