HEFA vs JBND
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF) and JPMORGAN ACTIVE BOND ETF (JBND, ETF).
HEFA vs JBND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEFA
$6.80B
Winner
JBND
$6.90B
Expense Ratio
HEFA
0.35%
Winner
JBND
0.25%
Max Drawdown
HEFA
32.39%
Winner
JBND
5.89%
Sharpe Ratio
Winner
HEFA
1.69
JBND
0.49
5Y Beta
HEFA
0.74
Winner
JBND
0.02
5Y Dividends CAGR
HEFA
20.05%
JBND
N/A
HEFA vs JBND - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEFA
+0.59%
JBND
+0.05%
3M
Winner
HEFA
+1.36%
JBND
+0.04%
6M
Winner
HEFA
+12.69%
JBND
+1.19%
1Y
Winner
HEFA
+26.98%
JBND
+6.16%
5Y(CAGR)
HEFA
+13.44%
JBND
N/A
10Y(CAGR)
HEFA
+12.60%
JBND
N/A
Max(CAGR)
Winner
HEFA
+10.53%
JBND
+7.70%
HEFA vs JBND - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HEFA | JBND |
|---|---|---|
| 2026 | +6.69% | +0.71% |
| 2025 | +24.11% | +8.10% |
| 2024 | +13.79% | +3.61% |
| 2023 | +18.27% | +7.75% |
| 2022 | -5.86% | N/A |
| 2021 | +19.07% | N/A |
| 2020 | +0.72% | N/A |
| 2019 | +27.05% | N/A |
| 2018 | -9.58% | N/A |
| 2017 | +15.19% | N/A |
| 2016 | +8.06% | N/A |
| 2015 | +3.94% | N/A |
| 2014 | +6.13% | N/A |
HEFA vs JBND Drawdown Comparison
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The maximum drawdown for JBND was -4.48%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The current HEFA drawdown is -1.13%. The current JBND drawdown is -1.40%.
| Rank | HEFA | JBND |
|---|---|---|
| #1 | -32.39% Feb 12, 2020 - Jan 5, 2021 | -4.48% Sep 16, 2024 - Apr 3, 2025 |
| #2 | -23.14% May 27, 2015 - Mar 1, 2017 | -3.23% Feb 1, 2024 - Jun 13, 2024 |
| #3 | -15.43% Jan 23, 2018 - Apr 12, 2019 | -2.64% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -14.77% Jan 4, 2022 - Jan 23, 2023 | -2.62% Apr 4, 2025 - Jun 26, 2025 |
| #5 | -14.28% Feb 18, 2025 - May 12, 2025 | -1.94% Oct 13, 2023 - Nov 2, 2023 |
| #6 | -9.79% Jul 12, 2024 - Oct 14, 2024 | -1.49% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -9.52% Feb 25, 2026 - Mar 20, 2026 | -1.24% Jun 18, 2024 - Jul 5, 2024 |
| #8 | -9.48% Sep 4, 2014 - Nov 18, 2014 | -1.14% Jul 1, 2025 - Jul 29, 2025 |
| #9 | -7.49% Dec 5, 2014 - Jan 26, 2015 | -1.11% Oct 22, 2025 - Nov 25, 2025 |
| #10 | -6.87% Jul 3, 2019 - Sep 12, 2019 | -1.09% Aug 5, 2024 - Aug 20, 2024 |
| #11 | -6.78% Jul 31, 2023 - Nov 24, 2023 | -0.87% Nov 26, 2025 - Jan 14, 2026 |
| #12 | -5.83% Mar 3, 2023 - Apr 10, 2023 | -0.75% Jul 17, 2024 - Jul 30, 2024 |
| #13 | -5.59% Nov 16, 2021 - Jan 3, 2022 | -0.72% Sep 16, 2025 - Oct 10, 2025 |
| #14 | -4.97% Apr 29, 2019 - Jul 1, 2019 | -0.70% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -4.84% Jun 19, 2014 - Sep 4, 2014 | -0.58% Nov 8, 2023 - Nov 14, 2023 |
Correlation
Correlation between HEFA and JBND is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2014 - 2026)
HEFA vs JBND dividend yield comparison.
| Year | HEFA | JBND |
|---|---|---|
| 2026 | 0.00% | 1.42% |
| 2025 | 4.40% | 4.42% |
| 2024 | 3.09% | 4.58% |
| 2023 | 3.02% | 1.00% |
| 2022 | 25.14% | 0.00% |
| 2021 | 3.06% | 0.00% |
| 2020 | 2.10% | 0.00% |
| 2019 | 7.56% | 0.00% |
| 2018 | 4.58% | 0.00% |
| 2017 | 2.55% | 0.00% |
| 2016 | 3.17% | 0.00% |
| 2015 | 3.54% | 0.00% |
| 2014 | 3.40% | 0.00% |
Select Stocks to Compare
Popular: HEFA vs SPYJBND vs SPY
More Comparisons
Compare with similar stocks