IBHH vs JPME

Comparison between ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF (IBHH, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).

IBHH vs JPME - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBHH(ETF)	JPME(ETF)
Net Assets	$437M	$437M
Expense Ratio	0.35%	0.24%
Max Drawdown	14.74%	41.01%
Sharpe Ratio	0.82	1.43
5Y Beta	0.19	0.74
P/E Ratio	N/A	22.16
Forward P/E	N/A	15.14
5Y Dividends CAGR	N/A	13.97%
5Y EPS CAGR	N/A	11.07%
Debt to Equity	N/A	53.75%
P/S Ratio	N/A	1.36
P/B Ratio	N/A	2.40

Net Assets

Winner

IBHH

$437M

JPME

$437M

Expense Ratio

IBHH

0.35%

Winner

JPME

0.24%

Max Drawdown

Winner

IBHH

14.74%

JPME

41.01%

Sharpe Ratio

IBHH

0.82

Winner

JPME

1.43

5Y Beta

Winner

IBHH

0.19

JPME

0.74

P/E Ratio

IBHH

N/A

JPME

22.16

Forward P/E

IBHH

N/A

JPME

15.14

5Y Dividends CAGR

IBHH

N/A

JPME

13.97%

5Y EPS CAGR

IBHH

N/A

JPME

11.07%

Debt to Equity

IBHH

N/A

JPME

53.75%

P/S Ratio

IBHH

N/A

JPME

1.36

P/B Ratio

IBHH

N/A

JPME

2.40

IBHH vs JPME - Historical Returns

Returns include dividend reinvestment.

Period	IBHH	JPME
1 month	-0.05%	+0.49%
3 months	+0.88%	+4.65%
6 months	+1.94%	+12.71%
1 year	+6.23%	+22.62%
5 years(CAGR)	+5.21%	+8.49%
10 years(CAGR)	N/A	+10.94%
Max(CAGR)	+5.21%	+11.24%

IBHH

-0.05%

Winner

JPME

+0.49%

IBHH

+0.88%

Winner

JPME

+4.65%

IBHH

+1.94%

Winner

JPME

+12.71%

IBHH

+6.23%

Winner

JPME

+22.62%

5Y(CAGR)

IBHH

+5.21%

Winner

JPME

+8.49%

10Y(CAGR)

IBHH

N/A

JPME

+10.94%

Max(CAGR)

IBHH

+5.21%

Winner

JPME

+11.24%

IBHH vs JPME - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBHH	JPME
2026	+1.50%	+11.69%
2025	+7.69%	+8.39%
2024	+8.26%	+13.32%
2023	+12.70%	+11.82%
2022	-6.71%	-9.80%
2021	N/A	+30.73%
2020	N/A	+8.62%
2019	N/A	+25.84%
2018	N/A	-9.19%
2017	N/A	+18.60%
2016	N/A	+10.30%

IBHH vs JPME Drawdown Comparison

The maximum drawdown for IBHH was -12.04%, occurring on Sep 27, 2022. Recovery took 414 trading sessions.

The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

The current IBHH drawdown is -0.40%. The current JPME drawdown is -0.96%.

Rank	IBHH	JPME
#1	-12.04% Mar 31, 2022 - Nov 22, 2023	-41.01% Jan 17, 2020 - Nov 16, 2020
#2	-4.66% Feb 28, 2025 - May 12, 2025	-19.91% Aug 29, 2018 - Jul 3, 2019
#3	-2.08% Mar 10, 2022 - Mar 17, 2022	-19.30% Jan 4, 2022 - Dec 26, 2023
#4	-1.88% Mar 27, 2024 - May 6, 2024	-18.70% Nov 29, 2024 - Sep 11, 2025
#5	-1.49% Dec 27, 2023 - Feb 1, 2024	-7.57% Jan 26, 2018 - Jul 19, 2018
#6	-1.49% Dec 6, 2024 - Jan 16, 2025	-6.84% Mar 2, 2026 - Apr 17, 2026
#7	-1.46% Sep 19, 2024 - Nov 29, 2024	-6.58% Nov 16, 2021 - Dec 27, 2021
#8	-1.22% Feb 23, 2026 - Apr 8, 2026	-6.56% Jul 26, 2019 - Nov 1, 2019
#9	-1.11% Feb 1, 2024 - Mar 6, 2024	-6.51% Mar 28, 2024 - Jul 16, 2024
#10	-1.00% Oct 1, 2025 - Oct 23, 2025	-5.27% Jun 8, 2016 - Jul 12, 2016
#11	-0.95% May 15, 2024 - Jun 5, 2024	-5.26% Aug 23, 2016 - Nov 21, 2016
#12	-0.92% Mar 18, 2022 - Mar 29, 2022	-5.09% Jul 31, 2024 - Aug 19, 2024
#13	-0.88% Jul 31, 2024 - Aug 13, 2024	-4.85% Sep 2, 2021 - Oct 20, 2021
#14	-0.81% May 19, 2025 - May 29, 2025	-4.58% Jan 20, 2021 - Feb 8, 2021
#15	-0.74% Dec 4, 2023 - Dec 13, 2023	-4.42% Sep 11, 2025 - Nov 26, 2025

Correlation

Correlation between IBHH and JPME is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2016 - 2026)

IBHH vs JPME dividend yield comparison.

Year	IBHH	JPME
2026	2.62%	0.33%
2025	6.39%	2.03%
2024	6.93%	1.77%
2023	6.65%	1.84%
2022	5.36%	1.84%
2021	0.00%	1.44%
2020	0.00%	1.51%
2019	0.00%	1.68%
2018	0.00%	1.80%
2017	0.00%	1.17%
2016	0.00%	0.91%