JIVE vs SPY
JPMorgan International Value ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. JIVE delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | JIVE | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.09% | |
| AUM | $3.4B | $789.1B | |
| Dividend Yield | 1.57% | 1.01% | |
| Holdings | 365 | 505 | |
| YTD Return | +19.17% | +13.75% | |
| 1Y Return | +38.35% | +22.91% | |
| 3Y Return (annualized) | +29.31% | +21.67% | |
| 5Y Return (annualized) | +29.31% | +13.32% | |
| Volatility (annualized) | 280.8% | 15.3% | |
| Max Drawdown | -89.1% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Sep 13, 2023 | Jan 22, 1993 |
JIVE vs SPY Performance
JPMorgan International Value ETF (JIVE) 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 JIVE returned +38.35% while SPY returned +22.91%. Year to date, JIVE is up 19.17% versus a gain of 13.75% for SPY.
Over three years, JIVE compounded at +29.31% per year against +21.67% for SPY; over five years the annualized figures are +29.31% and +13.32% respectively. Across the full 15-year window we track, JIVE has the edge at +13.98% annualized vs +8.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 280.8% 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 -89.1% for JIVE 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 -0.15. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JIVE 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, JIVE currently yields 1.57% against 1.01% for SPY.
Holdings Overlap
JIVE and SPY share 3 holdings out of 836 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JIVE or SPY?
JIVE 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, JIVE or SPY?
Over the past year JIVE returned +38.35% vs +22.91% for SPY, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +13.98% vs +8.85% for SPY. Past performance does not guarantee future results.
Which is riskier, JIVE or SPY?
JIVE has been the more volatile fund at 280.8% annualized versus 15.3% for SPY. Worst drawdown: JIVE -89.1% vs SPY -56.5%.
Should I hold both JIVE and SPY?
JIVE and SPY have a monthly-return correlation of -0.15, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JIVE and SPY?
JIVE and SPY share 3 common holdings with a 0.1% weight overlap. Combined, they hold 836 unique securities.
Which pays a higher dividend, JIVE or SPY?
JIVE yields 1.57% while SPY yields 1.01%, so JIVE currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.