JIG vs SPY
JIG vs SPY
JPMorgan International Growth ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | JIG | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.09% | |
| AUM | $470M | $789.1B | |
| Dividend Yield | 1.39% | 1.01% | |
| Holdings | 107 | 505 | |
| YTD Return | +13.19% | +13.79% | |
| 1Y Return | +20.89% | +23.66% | |
| 3Y Return (annualized) | +15.61% | +21.40% | |
| 5Y Return (annualized) | +2.91% | +13.37% | |
| Volatility (annualized) | 17.8% | 15.3% | |
| Max Drawdown | -43.8% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | May 20, 2020 | Jan 22, 1993 |
JIG vs SPY Performance
JPMorgan International Growth ETF (JIG) is a ETF from J.P. Morgan Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year JIG returned +20.89% while SPY returned +23.66%. Year to date, JIG is up 13.19% versus a gain of 13.79% for SPY.
Over three years, JIG compounded at +15.61% per year against +21.40% for SPY; over five years the annualized figures are +2.91% and +13.37% respectively. Across the full 6-year window we track, JIG has the edge at +9.64% annualized vs +8.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIG has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -43.8% for JIG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JIG charges 0.55% per year while SPY charges 0.09%. On a $10,000 position that is $55 vs $9 annually, a gap of $46 per year that compounds over a long holding period. On income, JIG currently yields 1.39% against 1.01% for SPY.
Holdings Overlap
JIG and SPY share 0 holdings out of 593 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JIG or SPY?
JIG has an expense ratio of 0.55% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, JIG or SPY?
Over the past year JIG returned +20.89% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (6 years), JIG annualized +9.64% vs +8.85% for SPY. Past performance does not guarantee future results.
Which is riskier, JIG or SPY?
JIG has been the more volatile fund at 17.8% annualized versus 15.3% for SPY. Worst drawdown: JIG -43.8% vs SPY -56.5%.
Should I hold both JIG and SPY?
JIG and SPY have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JIG and SPY?
JIG and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 593 unique securities.
Which pays a higher dividend, JIG or SPY?
JIG yields 1.39% while SPY yields 1.01%, so JIG currently pays the higher dividend yield.
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