BNDW vs JPEF

Comparison between VANGUARD TOTAL WORLD BOND ETF ETF SHARES (BNDW, ETF) and JPMORGAN EQUITY FOCUS ETF (JPEF, ETF).

BNDW vs JPEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BNDW(ETF)	JPEF(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.05%	0.44%
Max Drawdown	20.94%	18.10%
Sharpe Ratio	-0.10	1.07
5Y Beta	0.03	0.94
P/E Ratio	N/A	28.18
Forward P/E	N/A	22.16
PEG Ratio	N/A	0.64
5Y Dividends CAGR	19.22%	N/A
5Y EPS CAGR	N/A	28.85%
Debt to Equity	N/A	-65.21%
P/S Ratio	N/A	4.92
P/B Ratio	N/A	4.93

Net Assets

BNDW

$1.90B

Winner

JPEF

$2B

Expense Ratio

Winner

BNDW

0.05%

JPEF

0.44%

Max Drawdown

BNDW

20.94%

Winner

JPEF

18.10%

Sharpe Ratio

BNDW

-0.10

Winner

JPEF

1.07

5Y Beta

Winner

BNDW

0.03

JPEF

0.94

P/E Ratio

BNDW

N/A

JPEF

28.18

Forward P/E

BNDW

N/A

JPEF

22.16

PEG Ratio

BNDW

N/A

JPEF

0.64

5Y Dividends CAGR

BNDW

19.22%

JPEF

N/A

5Y EPS CAGR

BNDW

N/A

JPEF

28.85%

Debt to Equity

BNDW

N/A

JPEF

-65.21%

P/S Ratio

BNDW

N/A

JPEF

4.92

P/B Ratio

BNDW

N/A

JPEF

4.93

BNDW vs JPEF - Holdings Comparison

BNDW and JPEF have 0 common holdings. Overlap is 0.00%

BNDW's top 25 holdings weight is 100.00%. JPEF's top 25 holdings weight is 79.17%.

Rank	BNDW	JPEF
#1	VANGUARD TOTAL BOND MARKET ETF (BND) - 51.05%	NVIDIA CORP (NVDA) - 9.12%
#2	VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 48.95%	ALPHABET INC CLASS C (GOOG) - 6.85%
#3	N/A	APPLE INC (AAPL) - 4.68%
#4	N/A	AMAZON.COM INC (AMZN) - 4.34%
#5	N/A	BROADCOM INC (AVGO) - 3.75%
#6	N/A	MORGAN STANLEY (MS) - 3.35%
#7	N/A	ANALOG DEVICES INC (ADI) - 3.24%
#8	N/A	MICROSOFT CORP (MSFT) - 3.21%
#9	N/A	LOEWS CORP (L) - 2.95%
#10	N/A	JOHNSON & JOHNSON (JNJ) - 2.88%
#11	N/A	UNITED RENTALS INC (URI) - 2.78%
#12	N/A	ADVANCED MICRO DEVICES INC (AMD) - 2.71%
#13	N/A	M&T BANK CORP (MTB) - 2.51%
#14	N/A	NEXTERA ENERGY INC (NEE) - 2.49%
#15	N/A	KINDER MORGAN INC CLASS P (KMI) - 2.42%
#16	N/A	CAPITAL ONE FINANCIAL CORP (COF) - 2.38%
#17	N/A	META PLATFORMS INC CLASS A (META) - 2.34%
#18	N/A	MICRON TECHNOLOGY INC (MU) - 2.29%
#19	N/A	EXXON MOBIL CORP (XOM) - 2.23%
#20	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.23%
#21	N/A	ECOLAB INC (ECL) - 2.20%
#22	N/A	GILEAD SCIENCES INC (GILD) - 2.11%
#23	N/A	COMFORT SYSTEMS USA INC (FIX) - 2.09%
#24	N/A	MCDONALD'S CORP (MCD) - 2.05%
#25	N/A	CANADIAN PACIFIC KANSAS CITY LTD (CP) - 1.97%
Total Holdings	2	41

BNDW vs JPEF - Historical Returns

Returns include dividend reinvestment.

Period	BNDW	JPEF
1 month	+0.77%	-1.55%
3 months	+1.09%	+8.80%
6 months	+0.88%	+4.30%
1 year	+3.23%	+16.18%
5 years(CAGR)	+0.28%	N/A
Max(CAGR)	+1.87%	+17.57%

Winner

BNDW

+0.77%

JPEF

-1.55%

BNDW

+1.09%

Winner

JPEF

+8.80%

BNDW

+0.88%

Winner

JPEF

+4.30%

BNDW

+3.23%

Winner

JPEF

+16.18%

5Y(CAGR)

BNDW

+0.28%

JPEF

N/A

Max(CAGR)

BNDW

+1.87%

Winner

JPEF

+17.57%

BNDW vs JPEF - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BNDW	JPEF
2026	+0.90%	+5.44%
2025	+4.92%	+11.96%
2024	+2.81%	+28.45%
2023	+6.52%	+5.72%
2022	-12.52%	N/A
2021	-2.04%	N/A
2020	+6.03%	N/A
2019	+8.13%	N/A
2018	+1.21%	N/A

BNDW vs JPEF Drawdown Comparison

The maximum drawdown for BNDW was -17.22%, occurring on Oct 20, 2022. Recovery took 1293 trading sessions.

The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.

The current BNDW drawdown is -1.08%. The current JPEF drawdown is -3.17%.

Rank	BNDW	JPEF
#1	-17.22% Dec 31, 2020 - Feb 26, 2026	-18.09% Jan 23, 2025 - Jun 30, 2025
#2	-7.55% Mar 6, 2020 - Jun 29, 2020	-9.38% Jul 31, 2023 - Nov 20, 2023
#3	-2.69% Feb 27, 2026 - Mar 27, 2026	-8.37% Jul 16, 2024 - Aug 30, 2024
#4	-1.96% Sep 3, 2019 - Jan 24, 2020	-8.25% Feb 25, 2026 - Apr 15, 2026
#5	-1.28% Sep 6, 2018 - Dec 4, 2018	-5.29% Mar 21, 2024 - May 15, 2024
#6	-1.14% Aug 4, 2020 - Nov 30, 2020	-4.88% Oct 28, 2025 - Dec 26, 2025
#7	-0.72% Jul 3, 2019 - Jul 24, 2019	-4.60% May 14, 2026 - Jun 10, 2026
#8	-0.64% Mar 27, 2019 - May 7, 2019	-4.44% Aug 30, 2024 - Sep 19, 2024
#9	-0.57% Jan 3, 2019 - Jan 23, 2019	-4.15% Dec 16, 2024 - Jan 22, 2025
#10	-0.47% Feb 3, 2020 - Feb 18, 2020	-3.31% Oct 18, 2024 - Nov 6, 2024
#11	-0.47% Feb 22, 2019 - Mar 7, 2019	-2.80% Oct 8, 2025 - Oct 20, 2025
#12	-0.46% Aug 15, 2019 - Aug 27, 2019	-2.72% Dec 26, 2025 - Jan 27, 2026
#13	-0.42% Nov 30, 2020 - Dec 11, 2020	-2.12% Jul 28, 2025 - Aug 12, 2025
#14	-0.25% Jun 20, 2019 - Jun 28, 2019	-2.01% Jan 29, 2024 - Feb 2, 2024
#15	-0.22% Aug 7, 2019 - Aug 12, 2019	-1.94% Dec 28, 2023 - Jan 10, 2024