SLYV vs. JPSV
Compare and contrast key facts about SPDR S&P 600 Small Cap Value ETF (SLYV) and Jpmorgan Active Small Cap Value ETF (JPSV).
SLYV and JPSV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SLYV is a passively managed fund by State Street that tracks the performance of the S&P SmallCap 600 Value Index. It was launched on Sep 29, 2000. JPSV is an actively managed fund by JPMorgan. It was launched on Mar 7, 2023.
Performance
SLYV vs. JPSV - Performance Comparison
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SLYV vs. JPSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SLYV SPDR S&P 600 Small Cap Value ETF | 4.44% | 6.54% | 7.28% | 5.97% |
JPSV Jpmorgan Active Small Cap Value ETF | 1.38% | 0.63% | 8.73% | 9.72% |
Returns By Period
In the year-to-date period, SLYV achieves a 4.44% return, which is significantly higher than JPSV's 1.38% return.
SLYV
- 1D
- 2.14%
- 1M
- -3.30%
- YTD
- 4.44%
- 6M
- 7.85%
- 1Y
- 23.27%
- 3Y*
- 9.97%
- 5Y*
- 4.83%
- 10Y*
- 9.46%
JPSV
- 1D
- 1.20%
- 1M
- -4.02%
- YTD
- 1.38%
- 6M
- 1.63%
- 1Y
- 7.65%
- 3Y*
- 8.20%
- 5Y*
- —
- 10Y*
- —
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SLYV vs. JPSV - Expense Ratio Comparison
SLYV has a 0.15% expense ratio, which is lower than JPSV's 0.74% expense ratio.
Return for Risk
SLYV vs. JPSV — Risk / Return Rank
SLYV
JPSV
SLYV vs. JPSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 600 Small Cap Value ETF (SLYV) and Jpmorgan Active Small Cap Value ETF (JPSV). 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.
| SLYV | JPSV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.39 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.51 | 0.71 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.63 | +0.88 |
Martin ratioReturn relative to average drawdown | 5.74 | 1.96 | +3.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SLYV | JPSV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.39 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.37 | +0.08 |
Correlation
The correlation between SLYV and JPSV is 0.95, 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.
Dividends
SLYV vs. JPSV - Dividend Comparison
SLYV's dividend yield for the trailing twelve months is around 2.01%, more than JPSV's 1.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLYV SPDR S&P 600 Small Cap Value ETF | 2.01% | 2.02% | 2.30% | 2.11% | 1.47% | 1.94% | 1.40% | 1.67% | 2.14% | 5.53% | 2.18% | 6.55% |
JPSV Jpmorgan Active Small Cap Value ETF | 1.40% | 1.42% | 1.21% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SLYV vs. JPSV - Drawdown Comparison
The maximum SLYV drawdown since its inception was -61.15%, which is greater than JPSV's maximum drawdown of -22.78%. Use the drawdown chart below to compare losses from any high point for SLYV and JPSV.
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Drawdown Indicators
| SLYV | JPSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.15% | -22.78% | -38.37% |
Max Drawdown (1Y)Largest decline over 1 year | -15.73% | -12.58% | -3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -28.68% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -47.73% | — | — |
Current DrawdownCurrent decline from peak | -6.18% | -6.44% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -5.88% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 4.02% | +0.11% |
Volatility
SLYV vs. JPSV - Volatility Comparison
SPDR S&P 600 Small Cap Value ETF (SLYV) has a higher volatility of 5.43% compared to Jpmorgan Active Small Cap Value ETF (JPSV) at 4.43%. This indicates that SLYV's price experiences larger fluctuations and is considered to be riskier than JPSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLYV | JPSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 4.43% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 10.75% | +2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 19.61% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 18.14% | +3.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.97% | 18.14% | +5.83% |