BBHY vs IEO

Comparison between JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF) and ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF (IEO, ETF).

5-Year PerformanceIEO has outperformed BBHY, delivering a return of +18.3% compared to +4.0%

BBHY vs IEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBHY(ETF)	IEO(ETF)
Net Assets	$607M	$608M
Expense Ratio	0.07%	0.38%
Max Drawdown	25.29%	80.76%
Sharpe Ratio	0.79	1.31
5Y Beta	0.24	0.69
P/E Ratio	N/A	21.02
Forward P/E	N/A	9.69
PEG Ratio	N/A	-7.34
5Y Dividends CAGR	7.81%	20.46%
5Y EPS CAGR	N/A	11.02%
Debt to Equity	N/A	33.65%
P/S Ratio	N/A	1.17
P/B Ratio	N/A	2.01

Net Assets

BBHY

$607M

Winner

IEO

$608M

Expense Ratio

Winner

BBHY

0.07%

IEO

0.38%

Max Drawdown

Winner

BBHY

25.29%

IEO

80.76%

Sharpe Ratio

BBHY

0.79

Winner

IEO

1.31

5Y Beta

Winner

BBHY

0.24

IEO

0.69

P/E Ratio

BBHY

N/A

IEO

21.02

Forward P/E

BBHY

N/A

IEO

9.69

PEG Ratio

BBHY

N/A

IEO

-7.34

5Y Dividends CAGR

BBHY

7.81%

Winner

IEO

20.46%

5Y EPS CAGR

BBHY

N/A

IEO

11.02%

Debt to Equity

BBHY

N/A

IEO

33.65%

P/S Ratio

BBHY

N/A

IEO

1.17

P/B Ratio

BBHY

N/A

IEO

2.01

BBHY vs IEO - Historical Returns

Returns include dividend reinvestment.

Period	BBHY	IEO
1 month	+0.05%	-5.62%
3 months	+0.97%	+2.49%
6 months	+1.70%	+22.33%
1 year	+6.85%	+39.73%
5 years(CAGR)	+4.02%	+18.28%
10 years(CAGR)	+4.78%	+9.89%
Max(CAGR)	+4.78%	+5.83%

Winner

BBHY

+0.05%

IEO

-5.62%

BBHY

+0.97%

Winner

IEO

+2.49%

BBHY

+1.70%

Winner

IEO

+22.33%

BBHY

+6.85%

Winner

IEO

+39.73%

5Y(CAGR)

BBHY

+4.02%

Winner

IEO

+18.28%

10Y(CAGR)

BBHY

+4.78%

Winner

IEO

+9.89%

Max(CAGR)

BBHY

+4.78%

Winner

IEO

+5.83%

BBHY vs IEO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BBHY	IEO
2026	+1.27%	+28.18%
2025	+8.28%	+0.46%
2024	+8.22%	-2.43%
2023	+11.85%	+8.96%
2022	-10.31%	+53.26%
2021	+4.19%	+75.45%
2020	+5.26%	-32.94%
2019	+14.72%	+6.86%
2018	-2.57%	-20.73%
2017	+6.56%	-1.32%
2016	+1.83%	+25.14%
2015	N/A	-25.07%
2014	N/A	-10.77%
2013	N/A	+28.27%
2012	N/A	+0.81%
2011	N/A	-4.14%
2010	N/A	+14.30%
2009	N/A	+33.23%
2008	N/A	-42.93%
2007	N/A	+44.84%
2006	N/A	-6.54%

BBHY vs IEO Drawdown Comparison

The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for IEO was -79.16%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.

The current BBHY drawdown is -0.58%. The current IEO drawdown is -9.95%.

Rank	BBHY	IEO
#1	-24.98% Feb 20, 2020 - Aug 4, 2020	-79.16% Jun 23, 2014 - Mar 25, 2022
#2	-15.32% Dec 27, 2021 - Dec 21, 2023	-66.42% Jun 23, 2008 - Mar 28, 2014
#3	-5.00% Feb 28, 2025 - May 12, 2025	-31.45% Apr 5, 2024 - Feb 20, 2026
#4	-4.79% Oct 2, 2018 - Jan 18, 2019	-30.63% Jun 7, 2022 - Nov 7, 2022
#5	-2.75% Jan 25, 2018 - Oct 1, 2018	-24.27% Nov 15, 2022 - Mar 14, 2024
#6	-2.56% Sep 2, 2020 - Oct 9, 2020	-18.95% May 10, 2006 - Dec 1, 2006
#7	-2.50% Oct 25, 2016 - Dec 23, 2016	-15.55% Jan 3, 2008 - Feb 20, 2008
#8	-2.37% Feb 20, 2026 - Apr 9, 2026	-15.50% Jun 18, 2007 - Oct 9, 2007
#9	-2.33% Feb 12, 2021 - May 5, 2021	-14.30% Mar 27, 2026 - Apr 17, 2026
#10	-2.27% Sep 15, 2021 - Dec 23, 2021	-13.97% Dec 1, 2006 - Mar 28, 2007
#11	-2.16% Mar 27, 2024 - May 6, 2024	-10.39% Feb 28, 2008 - Apr 7, 2008
#12	-2.00% Mar 1, 2017 - Apr 10, 2017	-10.25% Nov 6, 2007 - Dec 26, 2007
#13	-1.71% Oct 24, 2017 - Jan 3, 2018	-9.78% May 6, 2022 - May 25, 2022
#14	-1.69% Dec 6, 2024 - Jan 21, 2025	-9.76% Apr 18, 2022 - May 4, 2022
#15	-1.58% Oct 12, 2020 - Nov 4, 2020	-6.93% May 20, 2008 - Jun 9, 2008

Correlation

Correlation between BBHY and IEO is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2006 - 2026)

BBHY vs IEO dividend yield comparison.

Year	BBHY	IEO
2026	2.94%	0.48%
2025	7.24%	2.61%
2024	7.18%	2.63%
2023	6.49%	3.00%
2022	5.92%	3.77%
2021	4.06%	2.62%
2020	4.73%	3.17%
2019	4.99%	1.85%
2018	5.02%	1.67%
2017	4.81%	0.94%
2016	1.42%	0.98%
2015	0.00%	2.03%
2014	0.00%	1.30%
2013	0.00%	0.88%
2012	0.00%	0.78%
2011	0.00%	0.62%
2010	0.00%	0.28%
2009	0.00%	0.44%
2008	0.00%	0.58%
2007	0.00%	0.23%
2006	0.00%	0.19%