IBDW vs JMOM

Comparison between ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).

5-Year PerformanceJMOM has outperformed IBDW, delivering a return of +14.4% compared to +0.2%

IBDW vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDW(ETF)	JMOM(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	0.10%	0.12%
Max Drawdown	26.72%	34.31%
Sharpe Ratio	-0.29	1.47
5Y Beta	0.07	1.06
P/E Ratio	N/A	32.33
Forward P/E	N/A	20.41
5Y Dividends CAGR	81.64%	14.90%
5Y EPS CAGR	N/A	21.13%
Debt to Equity	N/A	33.46%
P/S Ratio	N/A	2.35
P/B Ratio	N/A	4.98

Net Assets

IBDW

$2.50B

Winner

JMOM

$2.60B

Expense Ratio

Winner

IBDW

0.10%

JMOM

0.12%

Max Drawdown

Winner

IBDW

26.72%

JMOM

34.31%

Sharpe Ratio

IBDW

-0.29

Winner

JMOM

1.47

5Y Beta

Winner

IBDW

0.07

JMOM

1.06

P/E Ratio

IBDW

N/A

JMOM

32.33

Forward P/E

IBDW

N/A

JMOM

20.41

5Y Dividends CAGR

Winner

IBDW

81.64%

JMOM

14.90%

5Y EPS CAGR

IBDW

N/A

JMOM

21.13%

Debt to Equity

IBDW

N/A

JMOM

33.46%

P/S Ratio

IBDW

N/A

JMOM

2.35

P/B Ratio

IBDW

N/A

JMOM

4.98

IBDW vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	IBDW	JMOM
1 month	+0.11%	+1.65%
3 months	+0.12%	+8.43%
6 months	-0.13%	+19.92%
1 year	+2.93%	+31.42%
5 years(CAGR)	+0.19%	+14.37%
10 years(CAGR)	N/A	+16.19%
Max(CAGR)	+0.49%	+16.19%

IBDW

+0.11%

Winner

JMOM

+1.65%

IBDW

+0.12%

Winner

JMOM

+8.43%

IBDW

-0.13%

Winner

JMOM

+19.92%

IBDW

+2.93%

Winner

JMOM

+31.42%

5Y(CAGR)

IBDW

+0.19%

Winner

JMOM

+14.37%

10Y(CAGR)

IBDW

N/A

JMOM

+16.19%

Max(CAGR)

IBDW

+0.49%

Winner

JMOM

+16.19%

IBDW vs JMOM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IBDW	JMOM
2026	+0.38%	+23.00%
2025	+8.86%	+17.75%
2024	+3.60%	+29.74%
2023	+8.47%	+23.74%
2022	-16.41%	-20.41%
2021	+0.36%	+26.82%
2020	N/A	+28.12%
2019	N/A	+28.88%
2018	N/A	-5.24%
2017	N/A	+3.32%

IBDW vs JMOM Drawdown Comparison

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current IBDW drawdown is -0.93%. The current JMOM drawdown is -1.39%.

Rank	IBDW	JMOM
#1	-23.88% Aug 3, 2021 - Feb 5, 2026	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-2.42% Feb 23, 2026 - Mar 26, 2026	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-0.79% Jul 8, 2021 - Jul 19, 2021	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-0.59% Jul 19, 2021 - Jul 28, 2021	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-0.19% Jul 28, 2021 - Aug 2, 2021	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-0.19% Jun 30, 2021 - Jul 2, 2021	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-0.17% Jun 24, 2021 - Jun 28, 2021	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-0.12% Feb 10, 2026 - Feb 12, 2026	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-0.07% Feb 17, 2026 - Feb 23, 2026	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	N/A	-8.02% Jun 30, 2026 - Jul 29, 2026
#11	N/A	-7.87% Mar 2, 2026 - Apr 8, 2026
#12	N/A	-6.88% Apr 26, 2021 - Jun 14, 2021
#13	N/A	-6.63% Sep 3, 2021 - Oct 21, 2021
#14	N/A	-6.24% Mar 21, 2024 - May 15, 2024
#15	N/A	-6.18% Dec 4, 2024 - Jan 23, 2025