BYLD vs JPME

Comparison between ISHARES YIELD OPTIMIZED BOND ETF (BYLD, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).

5-Year PerformanceJPME has outperformed BYLD, delivering a return of +9.3% compared to +1.9%

BYLD vs JPME - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BYLD(ETF)	JPME(ETF)
Net Assets	$454M	$453M
Expense Ratio	0.13%	0.24%
Max Drawdown	20.25%	41.01%
Sharpe Ratio	0.36	1.36
5Y Beta	0.13	0.73
P/E Ratio	N/A	20.72
Forward P/E	N/A	14.56
5Y Dividends CAGR	9.84%	14.20%
5Y EPS CAGR	N/A	11.90%
Debt to Equity	N/A	51.96%
P/S Ratio	N/A	1.32
P/B Ratio	N/A	2.37

Net Assets

Winner

BYLD

$454M

JPME

$453M

Expense Ratio

Winner

BYLD

0.13%

JPME

0.24%

Max Drawdown

Winner

BYLD

20.25%

JPME

41.01%

Sharpe Ratio

BYLD

0.36

Winner

JPME

1.36

5Y Beta

Winner

BYLD

0.13

JPME

0.73

P/E Ratio

BYLD

N/A

JPME

20.72

Forward P/E

BYLD

N/A

JPME

14.56

5Y Dividends CAGR

BYLD

9.84%

Winner

JPME

14.20%

5Y EPS CAGR

BYLD

N/A

JPME

11.90%

Debt to Equity

BYLD

N/A

JPME

51.96%

P/S Ratio

BYLD

N/A

JPME

1.32

P/B Ratio

BYLD

N/A

JPME

2.37

BYLD vs JPME - Holdings Comparison

BYLD and JPME have 0 common holdings. Overlap is 0.00%

BYLD's top 25 holdings weight is 99.90%. JPME's top 25 holdings weight is 10.58%.

Rank	BYLD	JPME
#1	ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 25.52%	HF SINCLAIR CORP (DINO) - 0.47%
#2	ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 23.98%	DAVITA INC (DVA) - 0.45%
#3	ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 20.17%	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.45%
#4	ISHARES J.P. MORGAN EM HIGH YLD BD ETF (EMHY) - 10.18%	ILLUMINA INC (ILMN) - 0.45%
#5	ISHARES FLOATING RATE BOND ETF (FLOT) - 10.10%	CORTEVA INC (CTVA) - 0.45%
#6	ISHARES CMBS ETF (CMBS) - 9.95%	TEXAS ROADHOUSE INC (TXRH) - 0.44%
#7	N/A	DARLING INGREDIENTS INC (DAR) - 0.44%
#8	N/A	UNITED AIRLINES HOLDINGS INC (UAL) - 0.43%
#9	N/A	W.W. GRAINGER INC (GWW) - 0.43%
#10	N/A	EXELIXIS INC (EXEL) - 0.43%
#11	N/A	HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.43%
#12	N/A	F5 INC (FFIV) - 0.43%
#13	N/A	TECHNIPFMC PLC (n/a) - 0.43%
#14	N/A	ENTERGY CORP (ETR) - 0.43%
#15	N/A	PERFORMANCE FOOD GROUP CO (PFGC) - 0.42%
#16	N/A	IRIDIUM COMMUNICATIONS INC (IRDM) - 0.42%
#17	N/A	JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.42%
#18	N/A	MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.42%
#19	N/A	NETAPP INC (NTAP) - 0.42%
#20	N/A	MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 0.42%
#21	N/A	CASEY'S GENERAL STORES INC (CASY) - 0.38%
#22	N/A	RELIANCE INC (RS) - 0.38%
#23	N/A	EMCOR GROUP INC (EME) - 0.38%
#24	N/A	REGENCY CENTERS CORP (REG) - 0.38%
#25	N/A	CONSOLIDATED EDISON INC (ED) - 0.38%
Total Holdings	6	315

BYLD vs JPME - Historical Returns

Returns include dividend reinvestment.

Period	BYLD	JPME
1 month	-0.54%	+1.72%
3 months	-0.14%	+4.04%
6 months	+0.49%	+10.48%
1 year	+4.66%	+22.03%
5 years(CAGR)	+1.93%	+9.35%
10 years(CAGR)	+2.82%	+10.86%
Max(CAGR)	+2.90%	+11.39%

BYLD

-0.54%

Winner

JPME

+1.72%

BYLD

-0.14%

Winner

JPME

+4.04%

BYLD

+0.49%

Winner

JPME

+10.48%

BYLD

+4.66%

Winner

JPME

+22.03%

5Y(CAGR)

BYLD

+1.93%

Winner

JPME

+9.35%

10Y(CAGR)

BYLD

+2.82%

Winner

JPME

+10.86%

Max(CAGR)

BYLD

+2.90%

Winner

JPME

+11.39%

BYLD vs JPME - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BYLD	JPME
2026	+0.89%	+14.75%
2025	+8.19%	+8.39%
2024	+4.69%	+13.32%
2023	+8.20%	+11.82%
2022	-9.97%	-9.80%
2021	-1.14%	+30.73%
2020	+4.00%	+8.62%
2019	+12.74%	+25.84%
2018	-1.42%	-9.19%
2017	+4.76%	+18.60%
2016	+6.08%	+10.30%
2015	-1.37%	N/A
2014	+2.51%	N/A

BYLD vs JPME Drawdown Comparison

The maximum drawdown for BYLD was -14.75%, occurring on Oct 20, 2022. Recovery took 914 trading sessions.

The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

The current BYLD drawdown is -0.98%. The current JPME drawdown is -0.59%.

Rank	BYLD	JPME
#1	-14.75% Dec 31, 2020 - Aug 21, 2024	-41.01% Jan 17, 2020 - Nov 16, 2020
#2	-14.37% Mar 4, 2020 - Jul 28, 2020	-19.91% Aug 29, 2018 - Jul 3, 2019
#3	-3.84% Apr 15, 2015 - Apr 6, 2016	-19.30% Jan 4, 2022 - Dec 26, 2023
#4	-2.93% Jan 5, 2018 - Jan 23, 2019	-18.70% Nov 29, 2024 - Sep 11, 2025
#5	-2.82% Feb 28, 2025 - May 30, 2025	-7.57% Jan 26, 2018 - Jul 19, 2018
#6	-2.71% Feb 27, 2026 - Jun 16, 2026	-6.84% Mar 2, 2026 - Apr 17, 2026
#7	-2.64% Sep 6, 2016 - Apr 5, 2017	-6.58% Nov 16, 2021 - Dec 27, 2021
#8	-2.50% Oct 13, 2014 - Apr 7, 2015	-6.56% Jul 26, 2019 - Nov 1, 2019
#9	-2.37% Oct 1, 2024 - Feb 24, 2025	-6.51% Mar 28, 2024 - Jul 16, 2024
#10	-1.52% Sep 4, 2019 - Nov 26, 2019	-5.27% Jun 8, 2016 - Jul 12, 2016
#11	-1.39% Aug 6, 2020 - Nov 23, 2020	-5.26% Aug 23, 2016 - Nov 21, 2016
#12	-1.23% Aug 28, 2014 - Oct 13, 2014	-5.09% Jul 31, 2024 - Aug 19, 2024
#13	-1.12% Oct 27, 2025 - Dec 23, 2025	-4.85% Sep 2, 2021 - Oct 20, 2021
#14	-1.11% Jul 23, 2014 - Aug 11, 2014	-4.58% Jan 20, 2021 - Feb 8, 2021
#15	-0.98% Jun 14, 2017 - Jul 18, 2017	-4.42% Sep 11, 2025 - Nov 26, 2025

Correlation

Correlation between BYLD and JPME is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2014 - 2026)

BYLD vs JPME dividend yield comparison.

Year	BYLD	JPME
2026	2.69%	0.73%
2025	5.32%	2.03%
2024	5.31%	1.77%
2023	4.45%	1.84%
2022	3.39%	1.84%
2021	2.18%	1.44%
2020	3.41%	1.51%
2019	3.67%	1.68%
2018	4.22%	1.80%
2017	3.22%	1.17%
2016	3.13%	0.91%
2015	3.37%	0.00%
2014	2.12%	0.00%