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 505 holdings.
Side-by-Side Comparison
| Metric | JIVE | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.09% | |
| AUM | $3.9B | $814.4B | |
| Dividend Yield | 0.99% | 1.01% | |
| Holdings | 387 | 505 | |
| YTD Return | +20.59% | +12.10% | |
| 1Y Return | +38.18% | +20.30% | |
| 3Y Return (annualized) | +29.15% | +20.82% | |
| 5Y Return (annualized) | +29.15% | +12.53% | |
| Volatility (annualized) | 279.5% | 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 +38.18% while SPY returned +20.30%. Year to date, JIVE is up 20.59% versus a gain of 12.10% for SPY.
Over three years, JIVE compounded at +29.15% per year against +20.82% for SPY; over five years the annualized figures are +29.15% and +12.53% respectively. Across the full 15-year window we track, JIVE has the edge at +14.02% annualized vs +8.78%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 279.5% 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 0.99% against 1.01% for SPY.
Holdings Overlap
JIVE and SPY share 1 holdings out of 859 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JIVE | Weight in SPY | Difference |
|---|---|---|---|
| IP | 0.14% | 0.03% | 0.11% |
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 +38.18% vs +20.30% for SPY, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +14.02% vs +8.78% for SPY. Past performance does not guarantee future results.
Which is riskier, JIVE or SPY?
JIVE has been the more volatile fund at 279.5% 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 1 common holdings with a 0.0% weight overlap. Combined, they hold 859 unique securities.
Which pays a higher dividend, JIVE or SPY?
JIVE yields 0.99% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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