DGRO vs JPST

Comparison between ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).

5-Year PerformanceDGRO has outperformed JPST, delivering a return of +9.9% compared to +3.6%

DGRO vs JPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGRO(ETF)	JPST(ETF)
Net Assets	$38B	$38B
Expense Ratio	0.08%	0.18%
Max Drawdown	35.10%	3.30%
Sharpe Ratio	1.79	1.37
5Y Beta	0.65	0.00
P/E Ratio	22.50	N/A
Forward P/E	17.97	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	11.61%	33.32%
5Y EPS CAGR	12.20%	N/A
Debt to Equity	1.97%	N/A
P/S Ratio	2.49	N/A
P/B Ratio	3.85	N/A

Net Assets

DGRO

$38B

JPST

$38B

Expense Ratio

Winner

DGRO

0.08%

JPST

0.18%

Max Drawdown

DGRO

35.10%

Winner

JPST

3.30%

Sharpe Ratio

Winner

DGRO

1.79

JPST

1.37

5Y Beta

DGRO

0.65

Winner

JPST

0.00

P/E Ratio

DGRO

22.50

JPST

N/A

Forward P/E

DGRO

17.97

JPST

N/A

PEG Ratio

DGRO

0.47

JPST

N/A

5Y Dividends CAGR

DGRO

11.61%

Winner

JPST

33.32%

5Y EPS CAGR

DGRO

12.20%

JPST

N/A

Debt to Equity

DGRO

1.97%

JPST

N/A

P/S Ratio

DGRO

2.49

JPST

N/A

P/B Ratio

DGRO

3.85

JPST

N/A

DGRO vs JPST - Historical Returns

Returns include dividend reinvestment.

Period	DGRO	JPST
1 month	+1.36%	+0.37%
3 months	-0.73%	+0.68%
6 months	+8.94%	+1.84%
1 year	+22.99%	+4.49%
5 years(CAGR)	+9.86%	+3.58%
10 years(CAGR)	+13.23%	+2.98%
Max(CAGR)	+12.11%	+2.98%

Winner

DGRO

+1.36%

JPST

+0.37%

DGRO

-0.73%

Winner

JPST

+0.68%

Winner

DGRO

+8.94%

JPST

+1.84%

Winner

DGRO

+22.99%

JPST

+4.49%

5Y(CAGR)

Winner

DGRO

+9.86%

JPST

+3.58%

10Y(CAGR)

Winner

DGRO

+13.23%

JPST

+2.98%

Max(CAGR)

Winner

DGRO

+12.11%

JPST

+2.98%

DGRO vs JPST - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	DGRO	JPST
2026	+5.07%	+1.12%
2025	+16.12%	+4.95%
2024	+16.28%	+5.58%
2023	+10.80%	+5.15%
2022	-8.02%	+1.14%
2021	+28.44%	+0.11%
2020	+8.75%	+2.18%
2019	+30.11%	+3.42%
2018	-2.69%	+2.25%
2017	+22.33%	+1.00%
2016	+16.95%	N/A
2015	-0.62%	N/A
2014	+8.55%	N/A

DGRO vs JPST Drawdown Comparison

The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

The current DGRO drawdown is -0.94%.

Rank	DGRO	JPST
#1	-35.10% Feb 12, 2020 - Nov 9, 2020	-3.28% Mar 5, 2020 - May 20, 2020
#2	-19.30% Jan 4, 2022 - Dec 14, 2023	-0.79% Oct 1, 2021 - Nov 8, 2022
#3	-16.64% Sep 21, 2018 - Apr 4, 2019	-0.30% Apr 3, 2025 - Apr 21, 2025
#4	-14.02% Nov 29, 2024 - Jun 30, 2025	-0.28% Sep 26, 2017 - Oct 13, 2017
#5	-11.31% May 18, 2015 - Mar 18, 2016	-0.28% May 11, 2023 - Jun 16, 2023
#6	-10.57% Jan 26, 2018 - Aug 20, 2018	-0.15% Feb 26, 2026 - Mar 31, 2026
#7	-6.47% Feb 11, 2026 - Apr 30, 2026	-0.15% Sep 17, 2020 - Oct 21, 2020
#8	-6.16% Sep 18, 2014 - Oct 31, 2014	-0.14% Jun 10, 2020 - Jun 16, 2020
#9	-6.08% Jul 26, 2019 - Sep 11, 2019	-0.12% Mar 8, 2018 - Mar 26, 2018
#10	-5.77% Apr 30, 2019 - Jun 18, 2019	-0.12% Mar 23, 2023 - Apr 4, 2023
#11	-5.12% Dec 29, 2014 - Feb 24, 2015	-0.12% Mar 1, 2021 - Apr 22, 2021
#12	-4.97% Jun 23, 2016 - Jul 8, 2016	-0.10% Jul 26, 2017 - Aug 3, 2017
#13	-4.93% Aug 16, 2021 - Oct 20, 2021	-0.10% Apr 5, 2023 - Apr 24, 2023
#14	-4.87% Mar 28, 2024 - May 15, 2024	-0.10% Dec 16, 2024 - Dec 26, 2024
#15	-4.56% Aug 15, 2016 - Nov 10, 2016	-0.10% Oct 2, 2024 - Oct 14, 2024

Correlation

Correlation between DGRO and JPST is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2014 - 2026)

DGRO vs JPST dividend yield comparison.

Year	DGRO	JPST
2026	0.45%	1.36%
2025	2.09%	4.43%
2024	2.26%	5.16%
2023	2.45%	4.79%
2022	2.34%	1.83%
2021	1.93%	0.73%
2020	2.30%	1.43%
2019	2.21%	2.69%
2018	2.44%	2.07%
2017	2.03%	0.96%
2016	2.27%	0.00%
2015	2.52%	0.00%
2014	0.97%	0.00%