IBHH vs JPUS

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

IBHH vs JPUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBHH(ETF)	JPUS(ETF)
Net Assets	$457M	$458M
Expense Ratio	0.35%	0.18%
Max Drawdown	14.74%	38.69%
Sharpe Ratio	0.31	1.44
5Y Beta	0.19	0.63
P/E Ratio	N/A	20.02
Forward P/E	N/A	15.54
PEG Ratio	N/A	0.17
5Y Dividends CAGR	N/A	12.19%
5Y EPS CAGR	N/A	12.35%
Debt to Equity	N/A	46.26%
P/S Ratio	N/A	1.47
P/B Ratio	N/A	2.76

Net Assets

IBHH

$457M

Winner

JPUS

$458M

Expense Ratio

IBHH

0.35%

Winner

JPUS

0.18%

Max Drawdown

Winner

IBHH

14.74%

JPUS

38.69%

Sharpe Ratio

IBHH

0.31

Winner

JPUS

1.44

5Y Beta

Winner

IBHH

0.19

JPUS

0.63

P/E Ratio

IBHH

N/A

JPUS

20.02

Forward P/E

IBHH

N/A

JPUS

15.54

PEG Ratio

IBHH

N/A

JPUS

0.17

5Y Dividends CAGR

IBHH

N/A

JPUS

12.19%

5Y EPS CAGR

IBHH

N/A

JPUS

12.35%

Debt to Equity

IBHH

N/A

JPUS

46.26%

P/S Ratio

IBHH

N/A

JPUS

1.47

P/B Ratio

IBHH

N/A

JPUS

2.76

IBHH vs JPUS - Historical Returns

Returns include dividend reinvestment.

Period	IBHH	JPUS
1 month	+0.82%	+0.04%
3 months	+1.13%	+5.05%
6 months	+2.19%	+5.75%
1 year	+4.72%	+19.75%
5 years(CAGR)	+5.26%	+9.79%
10 years(CAGR)	N/A	+11.59%
Max(CAGR)	+5.26%	+12.16%

Winner

IBHH

+0.82%

JPUS

+0.04%

IBHH

+1.13%

Winner

JPUS

+5.05%

IBHH

+2.19%

Winner

JPUS

+5.75%

IBHH

+4.72%

Winner

JPUS

+19.75%

5Y(CAGR)

IBHH

+5.26%

Winner

JPUS

+9.79%

10Y(CAGR)

IBHH

N/A

JPUS

+11.59%

Max(CAGR)

IBHH

+5.26%

Winner

JPUS

+12.16%

IBHH vs JPUS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IBHH	JPUS
2026	+2.90%	+16.11%
2025	+7.69%	+11.20%
2024	+8.26%	+13.03%
2023	+12.70%	+11.47%
2022	-6.71%	-8.18%
2021	N/A	+30.47%
2020	N/A	+7.51%
2019	N/A	+25.94%
2018	N/A	-6.49%
2017	N/A	+19.84%
2016	N/A	+14.52%
2015	N/A	+6.56%

IBHH vs JPUS Drawdown Comparison

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

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current IBHH drawdown is -0.13%. The current JPUS drawdown is -1.29%.

Rank	IBHH	JPUS
#1	-12.04% Mar 31, 2022 - Nov 22, 2023	-38.69% Feb 14, 2020 - Nov 11, 2020
#2	-4.66% Feb 28, 2025 - May 12, 2025	-19.04% Apr 20, 2022 - Dec 14, 2023
#3	-2.08% Mar 10, 2022 - Mar 17, 2022	-17.85% Sep 21, 2018 - Apr 5, 2019
#4	-1.88% Mar 27, 2024 - May 6, 2024	-15.97% Nov 29, 2024 - Aug 13, 2025
#5	-1.49% Dec 27, 2023 - Feb 1, 2024	-11.74% Oct 30, 2015 - Mar 17, 2016
#6	-1.49% Dec 6, 2024 - Jan 16, 2025	-9.37% Jan 26, 2018 - Aug 7, 2018
#7	-1.46% Sep 19, 2024 - Nov 29, 2024	-8.27% Jan 4, 2022 - Mar 29, 2022
#8	-1.22% Feb 23, 2026 - Apr 8, 2026	-6.90% Mar 2, 2026 - Apr 17, 2026
#9	-1.11% Feb 1, 2024 - Mar 6, 2024	-6.00% Apr 30, 2019 - Jun 20, 2019
#10	-1.00% Oct 1, 2025 - Oct 23, 2025	-5.76% Jul 26, 2019 - Sep 12, 2019
#11	-0.95% May 15, 2024 - Jun 5, 2024	-5.57% Mar 28, 2024 - Jul 12, 2024
#12	-0.92% Mar 18, 2022 - Mar 29, 2022	-5.38% Jul 26, 2016 - Dec 7, 2016
#13	-0.88% Jul 31, 2024 - Aug 13, 2024	-5.18% Nov 16, 2021 - Dec 23, 2021
#14	-0.81% May 19, 2025 - May 29, 2025	-5.03% Sep 2, 2021 - Oct 22, 2021
#15	-0.74% Dec 4, 2023 - Dec 13, 2023	-4.43% Jul 31, 2024 - Aug 19, 2024

Correlation

Correlation between IBHH and JPUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2015 - 2026)

IBHH vs JPUS dividend yield comparison.

Year	IBHH	JPUS
2026	3.64%	0.85%
2025	6.39%	2.27%
2024	6.93%	2.12%
2023	6.65%	2.26%
2022	5.36%	2.35%
2021	0.00%	1.67%
2020	0.00%	1.94%
2019	0.00%	2.09%
2018	0.00%	2.16%
2017	0.00%	1.25%
2016	0.00%	0.77%
2015	0.00%	0.48%