HBDC vs JOYT

Comparison between Hilton BDC Corporate Bond ETF (HBDC, ETF) and JPMORGAN EQUITY AND OPTIONS TOTAL RETURN ETF (JOYT, ETF).

HBDC vs JOYT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HBDC(ETF)	JOYT(ETF)
Net Assets	$86M	$86M
Expense Ratio	0.39%	0.35%
Max Drawdown	3.83%	7.17%
Sharpe Ratio	-0.32	1.32
5Y Beta	0.08	0.70
P/E Ratio	N/A	26.49
Forward P/E	N/A	20.75
PEG Ratio	N/A	0.53
5Y EPS CAGR	N/A	27.01%
Debt to Equity	N/A	16.57%
P/S Ratio	N/A	3.77
P/B Ratio	N/A	5.38

Net Assets

HBDC

$86M

Winner

JOYT

$86M

Expense Ratio

HBDC

0.39%

Winner

JOYT

0.35%

Max Drawdown

Winner

HBDC

3.83%

JOYT

7.17%

Sharpe Ratio

HBDC

-0.32

Winner

JOYT

1.32

5Y Beta

Winner

HBDC

0.08

JOYT

0.70

P/E Ratio

HBDC

N/A

JOYT

26.49

Forward P/E

HBDC

N/A

JOYT

20.75

PEG Ratio

HBDC

N/A

JOYT

0.53

5Y EPS CAGR

HBDC

N/A

JOYT

27.01%

Debt to Equity

HBDC

N/A

JOYT

16.57%

P/S Ratio

HBDC

N/A

JOYT

3.77

P/B Ratio

HBDC

N/A

JOYT

5.38

HBDC vs JOYT - Historical Returns

Returns include dividend reinvestment.

Period	HBDC	JOYT
1 month	+0.19%	+0.90%
3 months	+1.15%	+2.12%
6 months	+0.53%	+4.76%
1 year	+2.61%	N/A
Max(CAGR)	+2.65%	+17.00%

HBDC

+0.19%

Winner

JOYT

+0.90%

HBDC

+1.15%

Winner

JOYT

+2.12%

HBDC

+0.53%

Winner

JOYT

+4.76%

HBDC

+2.61%

JOYT

N/A

Max(CAGR)

HBDC

+2.65%

Winner

JOYT

+17.00%

HBDC vs JOYT - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	HBDC	JOYT
2026	+0.04%	+3.18%
2025	+2.65%	+9.58%

HBDC vs JOYT Drawdown Comparison

The maximum drawdown for HBDC was -2.96%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for JOYT was -6.99%, occurring on Mar 30, 2026. Recovery took 65 trading sessions.

The current HBDC drawdown is -0.67%. The current JOYT drawdown is -1.81%.

Rank	HBDC	JOYT
#1	-2.96% Dec 30, 2025 - Mar 20, 2026	-6.99% Feb 2, 2026 - May 6, 2026
#2	-1.32% Jun 11, 2025 - Jul 22, 2025	-3.42% Nov 12, 2025 - Nov 28, 2025
#3	-0.71% Oct 1, 2025 - Nov 26, 2025	-2.11% Oct 6, 2025 - Oct 20, 2025
#4	-0.39% Sep 16, 2025 - Oct 1, 2025	-1.96% Jan 12, 2026 - Jan 23, 2026
#5	-0.32% Nov 26, 2025 - Dec 18, 2025	-1.81% Jun 2, 2026 - Jun 5, 2026
#6	-0.30% Aug 1, 2025 - Aug 8, 2025	-1.70% Dec 11, 2025 - Dec 19, 2025
#7	-0.16% Aug 13, 2025 - Aug 22, 2025	-0.90% Aug 28, 2025 - Sep 4, 2025
#8	-0.16% Aug 22, 2025 - Aug 26, 2025	-0.89% Oct 29, 2025 - Nov 10, 2025
#9	-0.13% Jul 29, 2025 - Aug 1, 2025	-0.77% Dec 26, 2025 - Jan 6, 2026
#10	-0.11% Aug 28, 2025 - Sep 4, 2025	-0.60% May 14, 2026 - May 26, 2026
#11	-0.10% Jul 23, 2025 - Jul 29, 2025	-0.46% Sep 22, 2025 - Sep 30, 2025
#12	-0.08% Aug 8, 2025 - Aug 13, 2025	-0.43% Jan 6, 2026 - Jan 9, 2026
#13	-0.08% Dec 19, 2025 - Dec 24, 2025	-0.35% Aug 19, 2025 - Aug 22, 2025
#14	-0.08% Sep 8, 2025 - Sep 11, 2025	-0.33% Oct 21, 2025 - Oct 23, 2025
#15	-0.04% Sep 4, 2025 - Sep 8, 2025	-0.30% Jan 29, 2026 - Feb 2, 2026