AGOX vs JMSI
Comparison between ADAPTIVE ALPHA OPPORTUNITIES ETF (AGOX, ETF) and JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF (JMSI, ETF).
AGOX vs JMSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AGOX
$364M
JMSI
$364M
Expense Ratio
AGOX
1.33%
Winner
JMSI
0.18%
Max Drawdown
AGOX
30.21%
Winner
JMSI
5.42%
Sharpe Ratio
Winner
AGOX
1.13
JMSI
0.73
5Y Beta
AGOX
0.98
Winner
JMSI
0.03
AGOX vs JMSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGOX
+6.89%
JMSI
+0.45%
3M
Winner
AGOX
+21.80%
JMSI
-0.09%
6M
Winner
AGOX
+18.24%
JMSI
+1.37%
1Y
Winner
AGOX
+25.65%
JMSI
+5.94%
5Y(CAGR)
AGOX
+8.68%
JMSI
N/A
Max(CAGR)
Winner
AGOX
+9.74%
JMSI
+3.79%
AGOX vs JMSI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AGOX | JMSI |
|---|---|---|
| 2026 | +19.14% | +1.06% |
| 2025 | +7.02% | +4.25% |
| 2024 | +16.55% | +2.72% |
| 2023 | +19.27% | +2.70% |
| 2022 | -19.09% | N/A |
| 2021 | +9.84% | N/A |
AGOX vs JMSI Drawdown Comparison
The maximum drawdown for AGOX was -26.92%, occurring on Oct 14, 2022. Recovery took 578 trading sessions.
The maximum drawdown for JMSI was -4.56%, occurring on Oct 31, 2023. Recovery took 91 trading sessions.
The current AGOX drawdown is -1.85%. The current JMSI drawdown is -0.90%.
| Rank | AGOX | JMSI |
|---|---|---|
| #1 | -26.92% Nov 16, 2021 - Mar 7, 2024 | -4.56% Jul 21, 2023 - Nov 29, 2023 |
| #2 | -21.15% Jan 23, 2025 - Jun 30, 2025 | -3.59% Feb 28, 2025 - Sep 5, 2025 |
| #3 | -15.36% Oct 28, 2025 - Apr 15, 2026 | -2.98% Feb 26, 2026 - Mar 24, 2026 |
| #4 | -8.86% Aug 19, 2024 - Oct 14, 2024 | -2.08% Oct 3, 2024 - Dec 2, 2024 |
| #5 | -8.25% Mar 7, 2024 - May 24, 2024 | -2.03% Dec 4, 2024 - Feb 28, 2025 |
| #6 | -8.15% Jul 10, 2024 - Aug 15, 2024 | -1.57% Mar 22, 2024 - May 7, 2024 |
| #7 | -6.73% Dec 4, 2024 - Jan 22, 2025 | -1.07% May 15, 2024 - Jun 6, 2024 |
| #8 | -6.18% Oct 14, 2024 - Dec 2, 2024 | -0.98% Jan 8, 2024 - Feb 1, 2024 |
| #9 | -4.83% Jul 2, 2021 - Jul 29, 2021 | -0.94% Aug 5, 2024 - Sep 9, 2024 |
| #10 | -4.61% Sep 2, 2021 - Oct 19, 2021 | -0.81% Feb 1, 2024 - Mar 5, 2024 |
| #11 | -3.62% May 14, 2026 - Jun 1, 2026 | -0.54% Nov 11, 2025 - Nov 26, 2025 |
| #12 | -3.44% Aug 11, 2021 - Aug 25, 2021 | -0.54% Sep 23, 2025 - Oct 10, 2025 |
| #13 | -3.08% May 28, 2024 - Jun 12, 2024 | -0.43% Jun 17, 2024 - Jul 5, 2024 |
| #14 | -2.95% Oct 9, 2025 - Oct 27, 2025 | -0.35% Jun 6, 2024 - Jun 12, 2024 |
| #15 | -2.79% Apr 23, 2026 - May 6, 2026 | -0.34% Jan 14, 2026 - Jan 27, 2026 |
Correlation
Correlation between AGOX and JMSI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2021 - 2026)
AGOX vs JMSI dividend yield comparison.
| Year | AGOX | JMSI |
|---|---|---|
| 2026 | 0.00% | 1.51% |
| 2025 | 3.23% | 3.65% |
| 2024 | 3.94% | 3.66% |
| 2023 | 0.27% | 1.79% |
| 2022 | 0.20% | 0.00% |
| 2021 | 6.36% | 0.00% |
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