JPSC.DE vs. SPYG

Last updated Apr 4, 2026

Compare and contrast key facts about JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG).

JPSC.DE and SPYG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPSC.DE is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Small Cap Target Market Exposure. It was launched on Aug 16, 2022. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000. Both JPSC.DE and SPYG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

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 3.32% return, which is significantly higher than SPYG's -5.21% return.

JPSC.DE

• 1D: 2.91%
• 1M: -2.41%
• YTD: 3.32%
• 6M: 5.39%
• 1Y: 24.29%
• 3Y*: 12.19%
• 5Y*: —
• 10Y*: —

SPYG

• 1D: 0.47%
• 1M: -3.54%
• YTD: -5.21%
• 6M: -3.40%
• 1Y: 23.80%
• 3Y*: 19.83%
• 5Y*: 13.00%
• 10Y*: 15.80%

*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)	3.32%	0.02%	20.04%	16.16%	-14.38%
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	-5.21%	7.60%	44.97%	26.13%	-21.10%

Correlation

The correlation between JPSC.DE and SPYG is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.

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%.

JPSC.DE

JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

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: 54
JPSC.DE Sharpe Ratio Rank: 35
JPSC.DE Sortino Ratio Rank: 34
JPSC.DE Omega Ratio Rank: 34
JPSC.DE Calmar Ratio Rank: 91
JPSC.DE Martin Ratio Rank: 76

SPYG

SPYG Risk / Return Rank: 54
SPYG Sharpe Ratio Rank: 52
SPYG Sortino Ratio Rank: 57
SPYG Omega Ratio Rank: 56
SPYG Calmar Ratio Rank: 53
SPYG Martin Ratio Rank: 53

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.

	JPSC.DE	SPYG	Difference
Sharpe ratio Return per unit of total volatility	0.72	0.60	+0.12
Sortino ratio Return per unit of downside risk	1.08	1.00	+0.08
Omega ratio Gain probability vs. loss probability	1.15	1.15	+0.01
Calmar ratio Return relative to maximum drawdown	3.82	1.08	+2.74
Martin ratio Return relative to average drawdown	10.10	3.57	+6.53
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JPSC.DE vs. SPYG - Sharpe Ratio Comparison

The current JPSC.DE Sharpe Ratio is 0.72, which is comparable to the SPYG Sharpe Ratio of 0.60. 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.

Sharpe Ratios by Period

	JPSC.DE	SPYG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.72	0.60	+0.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.63	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.75	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.31	0.63	-0.32

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 -45.81%. 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%	-67.63%	+37.00%
Max Drawdown (1Y) Largest decline over 1 year	-6.36%	-13.76%	+7.40%
Max Drawdown (5Y) Largest decline over 5 years	—	-32.67%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-32.67%	—
Current Drawdown Current decline from peak	-4.54%	-9.00%	+4.46%
Average Drawdown Average peak-to-trough decline	-8.52%	-24.48%	+15.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.41%	3.59%	-1.18%

Volatility

JPSC.DE vs. SPYG - Volatility Comparison

The current volatility for JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE) is 5.47%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 6.27%. 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	5.47%	6.27%	-0.80%
Volatility (6M) Calculated over the trailing 6-month period	11.47%	13.03%	-1.56%
Volatility (1Y) Calculated over the trailing 1-year period	21.23%	24.52%	-3.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.14%	20.87%	-1.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.14%	21.01%	-1.87%

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 0.57%.

	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	0.57%	0.52%	0.60%	1.15%	1.03%	0.62%	0.90%	1.37%	1.51%	1.41%	1.55%	1.57%