BDBT vs JPRE

Comparison between BLUEMONTE CORE BOND ETF (BDBT, ETF) and JPMORGAN REALTY INCOME ETF (JPRE, ETF).

BDBT vs JPRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDBT(ETF)	JPRE(ETF)
Net Assets	$480M	$481M
Expense Ratio	0.23%	0.50%
Max Drawdown	3.60%	31.13%
Sharpe Ratio	-0.13	0.81
5Y Beta	0.10	0.43
P/E Ratio	N/A	44.39
Forward P/E	N/A	39.02
PEG Ratio	N/A	0.44
5Y EPS CAGR	N/A	9.38%
Debt to Equity	N/A	84.11%
P/S Ratio	N/A	7.47
P/B Ratio	N/A	3.02

Net Assets

BDBT

$480M

Winner

JPRE

$481M

Expense Ratio

Winner

BDBT

0.23%

JPRE

0.50%

Max Drawdown

Winner

BDBT

3.60%

JPRE

31.13%

Sharpe Ratio

BDBT

-0.13

Winner

JPRE

0.81

5Y Beta

Winner

BDBT

0.10

JPRE

0.43

P/E Ratio

BDBT

N/A

JPRE

44.39

Forward P/E

BDBT

N/A

JPRE

39.02

PEG Ratio

BDBT

N/A

JPRE

0.44

5Y EPS CAGR

BDBT

N/A

JPRE

9.38%

Debt to Equity

BDBT

N/A

JPRE

84.11%

P/S Ratio

BDBT

N/A

JPRE

7.47

P/B Ratio

BDBT

N/A

JPRE

3.02

BDBT vs JPRE - Historical Returns

Returns include dividend reinvestment.

Period	BDBT	JPRE
1 month	-0.57%	+4.25%
3 months	-0.89%	+6.18%
6 months	-0.34%	+13.80%
1 year	+2.99%	+14.78%
5 years(CAGR)	N/A	+6.54%
Max(CAGR)	+3.06%	+6.54%

BDBT

-0.57%

Winner

JPRE

+4.25%

BDBT

-0.89%

Winner

JPRE

+6.18%

BDBT

-0.34%

Winner

JPRE

+13.80%

BDBT

+2.99%

Winner

JPRE

+14.78%

5Y(CAGR)

BDBT

N/A

JPRE

+6.54%

Max(CAGR)

BDBT

+3.06%

Winner

JPRE

+6.54%

BDBT vs JPRE - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	BDBT	JPRE
2026	-0.28%	+16.63%
2025	+3.68%	+2.45%
2024	N/A	+6.47%
2023	N/A	+13.26%
2022	N/A	-9.83%

BDBT vs JPRE Drawdown Comparison

The maximum drawdown for BDBT was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.

The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.

The current BDBT drawdown is -2.15%. The current JPRE drawdown is -0.02%.

Rank	BDBT	JPRE
#1	-2.88% Feb 27, 2026 - May 19, 2026	-23.82% Aug 15, 2022 - Jul 17, 2024
#2	-1.03% Jun 30, 2025 - Aug 1, 2025	-16.26% Sep 16, 2024 - Feb 12, 2026
#3	-1.02% Oct 27, 2025 - Nov 26, 2025	-12.17% May 27, 2022 - Aug 10, 2022
#4	-0.99% Nov 26, 2025 - Feb 10, 2026	-7.70% Feb 17, 2026 - Apr 16, 2026
#5	-0.91% Sep 16, 2025 - Oct 13, 2025	-3.78% May 26, 2026 - Jun 10, 2026
#6	-0.51% Aug 13, 2025 - Aug 22, 2025	-3.01% Jun 12, 2026 - Jun 26, 2026
#7	-0.39% Aug 5, 2025 - Aug 13, 2025	-2.90% Aug 2, 2024 - Aug 14, 2024
#8	-0.36% Aug 28, 2025 - Sep 3, 2025	-2.82% Apr 20, 2026 - May 6, 2026
#9	-0.23% Feb 10, 2026 - Feb 12, 2026	-2.66% May 6, 2026 - May 20, 2026
#10	-0.21% Jun 26, 2025 - Jun 30, 2025	-2.39% Jun 26, 2026 - Jul 16, 2026
#11	-0.20% Oct 22, 2025 - Oct 27, 2025	-2.07% Jul 23, 2024 - Jul 29, 2024
#12	-0.16% Feb 13, 2026 - Feb 23, 2026	-0.93% Jul 17, 2024 - Jul 23, 2024
#13	-0.14% Jun 24, 2025 - Jun 26, 2025	-0.66% Aug 14, 2024 - Aug 20, 2024
#14	-0.14% Sep 8, 2025 - Sep 10, 2025	-0.57% Jul 16, 2026 - Jul 20, 2026
#15	-0.13% Aug 22, 2025 - Aug 26, 2025	-0.34% Aug 10, 2022 - Aug 12, 2022