HYGH vs JPRE
Comparison between ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH, ETF) and JPMORGAN REALTY INCOME ETF (JPRE, ETF).
HYGH vs JPRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HYGH
$485M
Winner
JPRE
$485M
Expense Ratio
HYGH
0.52%
Winner
JPRE
0.50%
Max Drawdown
HYGH
33.03%
Winner
JPRE
31.13%
Sharpe Ratio
Winner
HYGH
1.03
JPRE
0.67
5Y Beta
Winner
HYGH
0.26
JPRE
0.45
P/E Ratio
HYGH
N/A
JPRE
42.56
Forward P/E
HYGH
N/A
JPRE
35.79
PEG Ratio
HYGH
N/A
JPRE
0.44
5Y Dividends CAGR
HYGH
11.61%
JPRE
N/A
5Y EPS CAGR
HYGH
N/A
JPRE
9.71%
Debt to Equity
HYGH
N/A
JPRE
78.87%
P/S Ratio
HYGH
N/A
JPRE
7.29
P/B Ratio
HYGH
N/A
JPRE
2.96
HYGH vs JPRE - Historical Returns
Returns include dividend reinvestment.
1M
HYGH
+0.48%
Winner
JPRE
+1.59%
3M
HYGH
+2.34%
Winner
JPRE
+3.64%
6M
HYGH
+3.17%
Winner
JPRE
+11.92%
1Y
HYGH
+7.56%
Winner
JPRE
+12.36%
5Y(CAGR)
Winner
HYGH
+6.92%
JPRE
+5.73%
10Y(CAGR)
HYGH
+6.29%
JPRE
N/A
Max(CAGR)
HYGH
+4.70%
Winner
JPRE
+5.73%
HYGH vs JPRE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HYGH | JPRE |
|---|---|---|
| 2026 | +2.84% | +12.20% |
| 2025 | +7.02% | +2.45% |
| 2024 | +11.13% | +6.47% |
| 2023 | +12.30% | +13.26% |
| 2022 | -1.13% | -9.83% |
| 2021 | +6.04% | N/A |
| 2020 | +0.30% | N/A |
| 2019 | +11.41% | N/A |
| 2018 | -1.09% | N/A |
| 2017 | +6.00% | N/A |
| 2016 | +14.26% | N/A |
| 2015 | -6.62% | N/A |
| 2014 | -3.08% | N/A |
HYGH vs JPRE Drawdown Comparison
The maximum drawdown for HYGH was -23.88%, occurring on Mar 23, 2020. Recovery took 238 trading sessions.
The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.
The current HYGH drawdown is -0.31%. The current JPRE drawdown is -0.59%.
| Rank | HYGH | JPRE |
|---|---|---|
| #1 | -23.88% Jan 16, 2020 - Dec 24, 2020 | -23.82% Aug 15, 2022 - Jul 17, 2024 |
| #2 | -18.41% Jun 23, 2014 - Dec 7, 2016 | -16.26% Sep 16, 2024 - Feb 12, 2026 |
| #3 | -8.24% Apr 4, 2022 - Dec 13, 2022 | -12.17% May 27, 2022 - Aug 10, 2022 |
| #4 | -8.06% Feb 20, 2025 - May 12, 2025 | -7.70% Feb 17, 2026 - Apr 16, 2026 |
| #5 | -7.58% Oct 1, 2018 - Apr 1, 2019 | -3.78% May 26, 2026 - Jun 1, 2026 |
| #6 | -4.79% Dec 27, 2021 - Apr 4, 2022 | -2.90% Aug 2, 2024 - Aug 14, 2024 |
| #7 | -4.76% Mar 6, 2023 - Jun 2, 2023 | -2.82% Apr 20, 2026 - May 6, 2026 |
| #8 | -3.73% Jul 23, 2024 - Aug 20, 2024 | -2.66% May 6, 2026 - May 20, 2026 |
| #9 | -3.60% Apr 12, 2019 - Sep 12, 2019 | -2.07% Jul 23, 2024 - Jul 29, 2024 |
| #10 | -2.77% Dec 13, 2022 - Jan 9, 2023 | -0.93% Jul 17, 2024 - Jul 23, 2024 |
| #11 | -2.50% Mar 1, 2017 - May 10, 2017 | -0.66% Aug 14, 2024 - Aug 20, 2024 |
| #12 | -2.44% Feb 2, 2023 - Mar 3, 2023 | -0.34% Aug 10, 2022 - Aug 12, 2022 |
| #13 | -2.30% Jan 26, 2018 - Apr 12, 2018 | -0.25% Aug 23, 2024 - Aug 30, 2024 |
| #14 | -1.90% Sep 16, 2019 - Oct 21, 2019 | -0.14% Sep 10, 2024 - Sep 12, 2024 |
| #15 | -1.82% Oct 20, 2017 - Jan 2, 2018 | -0.11% Jul 30, 2024 - Aug 1, 2024 |
Correlation
Correlation between HYGH and JPRE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2014 - 2026)
HYGH vs JPRE dividend yield comparison.
| Year | HYGH | JPRE |
|---|---|---|
| 2026 | 2.71% | 0.29% |
| 2025 | 6.86% | 2.62% |
| 2024 | 7.85% | 2.21% |
| 2023 | 8.95% | 3.26% |
| 2022 | 6.21% | 10.60% |
| 2021 | 3.74% | 0.00% |
| 2020 | 4.06% | 0.00% |
| 2019 | 4.89% | 0.00% |
| 2018 | 6.45% | 0.00% |
| 2017 | 4.79% | 0.00% |
| 2016 | 4.60% | 0.00% |
| 2015 | 5.75% | 0.00% |
| 2014 | 3.62% | 0.00% |
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