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DEMZ vs JPMB

Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF (JPMB, ETF).

5-Year PerformanceDEMZ has outperformed JPMB, delivering a return of +12.8% compared to +1.3%

DEMZ vs JPMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DEMZ
$64M
JPMB
$64M
Expense Ratio
DEMZ
0.45%
Winner
JPMB
0.39%
Max Drawdown
Winner
DEMZ
28.44%
JPMB
32.89%
Sharpe Ratio
Winner
DEMZ
1.31
JPMB
1.24
5Y Beta
DEMZ
0.94
Winner
JPMB
0.24
P/E Ratio
DEMZ
28.13
JPMB
N/A
Forward P/E
DEMZ
21.62
JPMB
N/A
PEG Ratio
DEMZ
0.60
JPMB
N/A
5Y Dividends CAGR
Winner
DEMZ
58.07%
JPMB
0.85%
5Y EPS CAGR
DEMZ
21.21%
JPMB
N/A
Debt to Equity
DEMZ
41.51%
JPMB
N/A
P/S Ratio
DEMZ
3.69
JPMB
N/A
P/B Ratio
DEMZ
5.35
JPMB
N/A

DEMZ vs JPMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DEMZ
+5.50%
JPMB
+1.12%
3M
Winner
DEMZ
+13.48%
JPMB
+2.93%
6M
Winner
DEMZ
+9.91%
JPMB
+2.33%
1Y
Winner
DEMZ
+23.84%
JPMB
+10.64%
5Y(CAGR)
Winner
DEMZ
+12.77%
JPMB
+1.33%
10Y(CAGR)
DEMZ
N/A
JPMB
+2.69%
Max(CAGR)
Winner
DEMZ
+16.74%
JPMB
+2.69%

DEMZ vs JPMB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearDEMZJPMB
2026+8.78%+2.02%
2025+19.81%+13.46%
2024+24.16%+2.42%
2023+24.28%+9.32%
2022-18.81%-15.26%
2021+34.21%-2.28%
2020+11.09%+4.80%
2019N/A+17.61%
2018N/A-4.72%

DEMZ vs JPMB Drawdown Comparison

The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.

The maximum drawdown for JPMB was -26.33%, occurring on Mar 19, 2020. Recovery took 193 trading sessions.

The current JPMB drawdown is -0.02%.

RankDEMZJPMB
#1-27.17%
Dec 29, 2021 - Dec 26, 2023
-26.33%
Feb 21, 2020 - Nov 24, 2020
#2-18.69%
Dec 4, 2024 - Jun 10, 2025
-26.16%
Sep 2, 2021 - Sep 5, 2025
#3-12.28%
Jan 27, 2026 - May 6, 2026
-7.39%
Jan 31, 2018 - Feb 25, 2019
#4-8.31%
Jul 16, 2024 - Sep 19, 2024
-6.60%
Jan 4, 2021 - Sep 2, 2021
#5-7.34%
Oct 27, 2025 - Jan 6, 2026
-4.60%
Feb 27, 2026 - Jun 2, 2026
#6-6.20%
Mar 21, 2024 - May 15, 2024
-1.63%
Sep 4, 2019 - Dec 11, 2019
#7-5.44%
Sep 8, 2021 - Nov 2, 2021
-1.20%
Jul 25, 2019 - Aug 8, 2019
#8-4.64%
Jan 21, 2021 - Feb 4, 2021
-1.20%
Oct 27, 2025 - Dec 3, 2025
#9-4.42%
Feb 12, 2021 - Mar 17, 2021
-0.95%
Jun 2, 2026 - Jun 10, 2026
#10-4.20%
Nov 19, 2021 - Dec 8, 2021
-0.90%
Dec 3, 2025 - Dec 24, 2025
#11-4.10%
Dec 10, 2021 - Dec 27, 2021
-0.84%
May 3, 2019 - May 30, 2019
#12-3.97%
Oct 14, 2024 - Nov 7, 2024
-0.81%
Oct 1, 2025 - Oct 15, 2025
#13-3.91%
May 7, 2021 - May 28, 2021
-0.78%
Dec 29, 2025 - Jan 23, 2026
#14-3.33%
Oct 8, 2025 - Oct 20, 2025
-0.74%
Aug 9, 2019 - Aug 16, 2019
#15-2.79%
Jul 12, 2021 - Jul 23, 2021
-0.55%
Feb 28, 2019 - Mar 12, 2019

Correlation

Correlation between DEMZ and JPMB is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2018 - 2026)

DEMZ vs JPMB dividend yield comparison.

YearDEMZJPMB
20260.00%2.41%
20250.98%6.71%
20240.53%6.32%
20230.90%5.99%
20220.98%4.94%
20212.46%4.29%
20200.27%4.29%
20190.00%4.51%
20180.00%4.58%

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