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JPHY vs SPHY

Jpmorgan Active High Yield ETF vs State Street SPDR Portfolio High Yield Bond ETF

JPHY

Jpmorgan Active High Yield ETF

JPMorgan

Annual cost

0.45%

Fund size

$2.2B

SPHY

State Street SPDR Portfolio High Yield Bond ETF

State Street Investment Management

Annual cost

0.05%

Fund size

$10.5B

Key differences

  • SPHY costs 0.40% less per year.
  • SPHY is significantly larger than JPHY — larger funds tend to be more liquid and less likely to close.
  • JPHY follows a active selection strategy; SPHY uses index tracking.
  • SPHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPHYSPHY
Annual cost (TER)0.45%0.05%
Fund size (AUM)$2.2B$10.5B
Since20252012
Dividend yield7.29%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+8.2%
CAGR 3YN/A+9.3%
CAGR 5YN/A+4.6%
Sharpe 3YN/A1.08
Volatility 1Y3.71%
Max drawdown-1.65%-21.97%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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