ESN vs JMHI
Comparison between ESSENTIAL 40 STOCK ETF (ESN, ETF) and JPMORGAN HIGH YIELD MUNICIPAL ETF (JMHI, ETF).
ESN vs JMHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESN
$279M
JMHI
$279M
Expense Ratio
ESN
0.70%
Winner
JMHI
0.35%
Max Drawdown
ESN
13.60%
Winner
JMHI
8.42%
Sharpe Ratio
Winner
ESN
2.08
JMHI
0.83
5Y Beta
ESN
0.67
Winner
JMHI
0.02
P/E Ratio
ESN
22.98
JMHI
N/A
Forward P/E
ESN
17.75
JMHI
N/A
PEG Ratio
ESN
0.40
JMHI
N/A
5Y EPS CAGR
ESN
12.21%
JMHI
N/A
P/S Ratio
ESN
1.58
JMHI
N/A
P/B Ratio
ESN
3.73
JMHI
N/A
ESN vs JMHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESN
+2.84%
JMHI
+0.61%
3M
Winner
ESN
+10.74%
JMHI
+1.20%
6M
Winner
ESN
+14.97%
JMHI
+1.98%
1Y
Winner
ESN
+26.32%
JMHI
+6.13%
Max(CAGR)
Winner
ESN
+17.57%
JMHI
+4.67%
ESN vs JMHI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ESN | JMHI |
|---|---|---|
| 2026 | +14.96% | +1.53% |
| 2025 | +16.95% | +4.49% |
| 2024 | -2.98% | +5.85% |
| 2023 | N/A | +1.43% |
ESN vs JMHI Drawdown Comparison
The maximum drawdown for ESN was -13.60%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for JMHI was -7.11%, occurring on Oct 31, 2023. Recovery took 104 trading sessions.
The current JMHI drawdown is -0.44%.
| Rank | ESN | JMHI |
|---|---|---|
| #1 | -13.60% Feb 19, 2025 - Jun 27, 2025 | -7.11% Jul 18, 2023 - Dec 13, 2023 |
| #2 | -6.42% Mar 2, 2026 - Apr 17, 2026 | -4.77% Feb 28, 2025 - Sep 10, 2025 |
| #3 | -5.60% Nov 29, 2024 - Feb 13, 2025 | -2.93% Feb 27, 2026 - Mar 24, 2026 |
| #4 | -4.90% Oct 27, 2025 - Jan 5, 2026 | -2.35% Dec 9, 2024 - Feb 3, 2025 |
| #5 | -3.18% Jul 10, 2025 - Aug 15, 2025 | -1.86% Oct 2, 2024 - Nov 26, 2024 |
| #6 | -2.86% Oct 21, 2024 - Nov 6, 2024 | -1.74% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -2.19% Oct 6, 2025 - Oct 24, 2025 | -1.60% Feb 1, 2024 - Mar 1, 2024 |
| #8 | -2.13% May 29, 2026 - Jun 12, 2026 | -1.23% Mar 22, 2024 - May 9, 2024 |
| #9 | -1.86% Nov 11, 2024 - Nov 25, 2024 | -1.11% May 15, 2024 - Jun 6, 2024 |
| #10 | -1.80% Feb 11, 2026 - Feb 27, 2026 | -1.02% Feb 6, 2025 - Feb 24, 2025 |
| #11 | -1.39% Jan 15, 2026 - Jan 22, 2026 | -0.89% Aug 5, 2024 - Sep 5, 2024 |
| #12 | -1.17% Feb 4, 2026 - Feb 6, 2026 | -0.74% Oct 28, 2025 - Nov 25, 2025 |
| #13 | -0.92% May 14, 2026 - May 20, 2026 | -0.71% Nov 26, 2025 - Jan 7, 2026 |
| #14 | -0.84% Apr 30, 2026 - May 5, 2026 | -0.69% Sep 16, 2025 - Oct 1, 2025 |
| #15 | -0.74% Sep 11, 2025 - Sep 18, 2025 | -0.52% Jun 6, 2024 - Jun 12, 2024 |
Correlation
Correlation between ESN and JMHI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
ESN vs JMHI dividend yield comparison.
| Year | ESN | JMHI |
|---|---|---|
| 2026 | 0.00% | 1.82% |
| 2025 | 0.91% | 4.42% |
| 2024 | 0.76% | 4.49% |
| 2023 | 0.00% | 2.48% |
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