JPSC.DE vs. SPYG

Last updated Jun 26, 2026

JPSC.DE (JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)) and SPYG (State Street SPDR Portfolio S&P 500 Growth ETF) are both exchange-traded funds - JPSC.DE is a Small Cap Blend Equities fund tracking the Morningstar US Small Cap Target Market Exposure, while SPYG is a S&P 500 fund tracking the S&P 500 Growth Index. Both are passively managed. Over the past 3 years, JPSC.DE returned 17.84%/yr vs 24.06%/yr for SPYG. At a 0.41 correlation, their price movements are largely independent. JPSC.DE charges 0.14%/yr vs 0.04%/yr for SPYG.

Performance

JPSC.DE vs. SPYG - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

JPSC.DE is traded in EUR, while SPYG is traded in USD. To make them comparable, the SPYG values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, JPSC.DE achieves a 21.84% return, which is significantly higher than SPYG's 12.19% return.

JPSC.DE

• 1D: 0.00%
• 1M: 5.62%
• YTD: 21.84%
• 6M: 21.70%
• 1Y: 38.10%
• 3Y*: 17.84%
• 5Y*: —
• 10Y*: —

SPYG

• 1D: -0.01%
• 1M: -1.16%
• YTD: 12.19%
• 6M: 10.92%
• 1Y: 27.58%
• 3Y*: 24.06%
• 5Y*: 15.20%
• 10Y*: 17.87%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JPSC.DE vs. SPYG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
JPSC.DE JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	21.84%	0.02%	20.04%	16.16%	-14.43%
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	12.19%	7.60%	44.97%	26.13%	-21.10%

Correlation

The correlation between JPSC.DE and SPYG is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.47
Correlation (3Y) Calculated over the trailing 3-year period	0.37
Correlation (All Time) Calculated using the full available price history since Aug 18, 2022	0.41

Return for Risk

JPSC.DE vs. SPYG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JPSC.DE

JPSC.DE Risk / Return Rank: 86
JPSC.DE Sharpe Ratio Rank: 85
JPSC.DE Sortino Ratio Rank: 83
JPSC.DE Omega Ratio Rank: 81
JPSC.DE Calmar Ratio Rank: 94
JPSC.DE Martin Ratio Rank: 90

SPYG

SPYG Risk / Return Rank: 45
SPYG Sharpe Ratio Rank: 47
SPYG Sortino Ratio Rank: 44
SPYG Omega Ratio Rank: 45
SPYG Calmar Ratio Rank: 40
SPYG Martin Ratio Rank: 48

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JPSC.DE vs. SPYG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JPSC.DE	SPYG	Difference
Sharpe ratio: Return per unit of total volatility	2.39	1.63	+0.76
Sortino ratio: Return per unit of downside risk	3.22	2.17	+1.04
Omega ratio: Gain probability vs. loss probability	1.42	1.29	+0.13
Calmar ratio: Return relative to maximum drawdown	6.02	2.18	+3.84
Martin ratio: Return relative to average drawdown	18.29	7.48	+10.81

JPSC.DE vs. SPYG - Sharpe Ratio Comparison

The current JPSC.DE Sharpe Ratio is 2.39, which is higher than the SPYG Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of JPSC.DE and SPYG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JPSC.DE vs. SPYG - Drawdown Comparison

The maximum JPSC.DE drawdown since its inception was -30.63%, smaller than the maximum SPYG drawdown of -45.25%. Use the drawdown chart below to compare losses from any high point for JPSC.DE and SPYG.

Drawdown Indicators

	JPSC.DE	SPYG	Difference
Max Drawdown Largest peak-to-trough decline	-30.63%	-45.25%	+14.62%
Max Drawdown (1Y) Largest decline over 1 year	-6.36%	-12.70%	+6.34%
Max Drawdown (3Y) Largest decline over 3 years	-30.63%	-27.05%	-3.58%
Max Drawdown (5Y) Largest decline over 5 years	—	-27.05%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-30.75%	—
Current Drawdown Current decline from peak	0.00%	-3.42%	+3.42%
Average Drawdown Average peak-to-trough decline	-8.08%	-7.59%	-0.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.09%	3.70%	-1.61%

Volatility

JPSC.DE vs. SPYG - Volatility Comparison

The current volatility for JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE) is 3.34%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 6.35%. This indicates that JPSC.DE experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JPSC.DE	SPYG	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.34%	6.35%	-3.01%
Volatility (6M) Calculated over the trailing 6-month period	10.82%	12.77%	-1.95%
Volatility (1Y) Calculated over the trailing 1-year period	16.07%	17.02%	-0.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.90%	21.06%	-2.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.90%	21.10%	-2.20%

JPSC.DE vs. SPYG - Expense Ratio Comparison

JPSC.DE has a 0.14% expense ratio, which is higher than SPYG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

JPSC.DE vs. SPYG - Dividend Comparison

JPSC.DE has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.50%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JPSC.DE JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	0.50%	0.52%	0.60%	1.15%	1.03%	0.62%	0.90%	1.37%	1.51%	1.41%	1.55%	1.57%

Frequently Asked Questions

Can I hold both JPSC.DE and SPYG in my portfolio?

JPSC.DE and SPYG have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JPSC.DE or SPYG?

On fees, SPYG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JPSC.DE or SPYG?

SPYG is cheaper with a 0.04% expense ratio, compared with 0.14% for JPSC.DE.

What is the main difference between JPSC.DE and SPYG?

JPSC.DE is categorized as Small Cap Blend Equities, while SPYG is S&P 500. JPSC.DE tracks Morningstar US Small Cap Target Market Exposure, while SPYG tracks S&P 500 Growth Index. They also come from different issuers: JPMorgan and State Street. Their fees differ too: 0.14% for JPSC.DE and 0.04% for SPYG.