IBMR vs JPUS
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF).
IBMR vs JPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMR
$457M
JPUS
$456M
Expense Ratio
IBMR
0.18%
JPUS
0.18%
Max Drawdown
Winner
IBMR
5.58%
JPUS
38.69%
Sharpe Ratio
IBMR
-0.65
Winner
JPUS
1.53
5Y Beta
Winner
IBMR
0.02
JPUS
0.64
P/E Ratio
IBMR
N/A
JPUS
21.28
Forward P/E
IBMR
N/A
JPUS
15.69
5Y Dividends CAGR
IBMR
N/A
JPUS
12.19%
5Y EPS CAGR
IBMR
N/A
JPUS
13.43%
Debt to Equity
IBMR
N/A
JPUS
65.61%
P/S Ratio
IBMR
N/A
JPUS
1.54
P/B Ratio
IBMR
N/A
JPUS
2.85
IBMR vs JPUS - Holdings Comparison
IBMR and JPUS have 1 common holdings. Overlap is -0.07%
IBMR's top 25 holdings weight is 20.21%. JPUS's top 25 holdings weight is 10.68%.
| Rank | IBMR | JPUS |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.38% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.49% |
| #2 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.59% | VALERO ENERGY CORP (VLO) - 0.47% |
| #3 | NEW YORK N Y 5% (n/a) - 1.57% | MARATHON PETROLEUM CORP (MPC) - 0.46% |
| #4 | ILLINOIS ST 5% (n/a) - 1.23% | ARISTA NETWORKS INC (ANET) - 0.45% |
| #5 | n/a (n/a) - 1.04% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.44% |
| #6 | PENNSYLVANIA ST 5% (n/a) - 0.88% | CORTEVA INC (CTVA) - 0.44% |
| #7 | n/a (n/a) - 0.83% | DARLING INGREDIENTS INC (DAR) - 0.43% |
| #8 | n/a (n/a) - 0.71% | APPLE INC (AAPL) - 0.43% |
| #9 | CONNECTICUT ST 5% (n/a) - 0.71% | EATON CORP PLC (ETN) - 0.43% |
| #10 | MARYLAND ST 5% (n/a) - 0.69% | BANK OF NEW YORK MELLON CORP (BNY) - 0.43% |
| #11 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.68% | EXELIXIS INC (EXEL) - 0.42% |
| #12 | MASSACHUSETTS ST 5% (n/a) - 0.67% | MONSTER BEVERAGE CORP (MNST) - 0.42% |
| #13 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.66% | APPLIED MATERIALS INC (AMAT) - 0.42% |
| #14 | UNIVERSITY CALIF REVS 5% (n/a) - 0.65% | TECHNIPFMC PLC (n/a) - 0.42% |
| #15 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.61% | CVS HEALTH CORP (CVS) - 0.42% |
| #16 | MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.58% | PHILLIPS 66 (PSX) - 0.42% |
| #17 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.56% | ROYALTY PHARMA PLC CLASS A (RPRX) - 0.41% |
| #18 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.56% | CF INDUSTRIES HOLDINGS INC (CF) - 0.41% |
| #19 | OHIO ST 5% (n/a) - 0.56% | CARPENTER TECHNOLOGY CORP (CRS) - 0.41% |
| #20 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.53% | CATERPILLAR INC (CAT) - 0.41% |
| #21 | NEW JERSEY ST 5% (n/a) - 0.53% | STATE STREET CORP (STT) - 0.41% |
| #22 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.53% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.41% |
| #23 | NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5% (n/a) - 0.51% | CUMMINS INC (CMI) - 0.41% |
| #24 | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.50% | BROADCOM INC (AVGO) - 0.41% |
| #25 | INDIANA ST FIN AUTH REV 5% (n/a) - 0.45% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.41% |
| Total Holdings | 702 | 376 |
IBMR vs JPUS - Historical Returns
Returns include dividend reinvestment.
1M
IBMR
-0.08%
Winner
JPUS
+1.83%
3M
IBMR
+0.18%
Winner
JPUS
+4.25%
6M
IBMR
+0.01%
Winner
JPUS
+10.23%
1Y
IBMR
+2.62%
Winner
JPUS
+21.28%
5Y(CAGR)
IBMR
N/A
JPUS
+10.20%
10Y(CAGR)
IBMR
N/A
JPUS
+11.40%
Max(CAGR)
IBMR
+2.71%
Winner
JPUS
+12.10%
IBMR vs JPUS - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | JPUS |
|---|---|---|
| 2026 | +0.58% | +14.04% |
| 2025 | +4.28% | +11.20% |
| 2024 | +0.26% | +13.03% |
| 2023 | +3.46% | +11.47% |
| 2022 | N/A | -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% |
IBMR vs JPUS Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current IBMR drawdown is -0.67%. The current JPUS drawdown is -0.40%.
| Rank | IBMR | JPUS |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -38.69% Feb 14, 2020 - Nov 11, 2020 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -19.04% Apr 20, 2022 - Dec 14, 2023 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -17.85% Sep 21, 2018 - Apr 5, 2019 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -15.97% Nov 29, 2024 - Aug 13, 2025 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -11.74% Oct 30, 2015 - Mar 17, 2016 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -9.37% Jan 26, 2018 - Aug 7, 2018 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -8.27% Jan 4, 2022 - Mar 29, 2022 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -6.90% Mar 2, 2026 - Apr 17, 2026 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -6.00% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -5.76% Jul 26, 2019 - Sep 12, 2019 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -5.57% Mar 28, 2024 - Jul 12, 2024 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -5.38% Jul 26, 2016 - Dec 7, 2016 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -5.18% Nov 16, 2021 - Dec 23, 2021 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -5.03% Sep 2, 2021 - Oct 22, 2021 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -4.43% Jul 31, 2024 - Aug 19, 2024 |
Correlation
Correlation between IBMR and JPUS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2015 - 2026)
IBMR vs JPUS dividend yield comparison.
| Year | IBMR | JPUS |
|---|---|---|
| 2026 | 1.26% | 0.86% |
| 2025 | 2.55% | 2.27% |
| 2024 | 2.53% | 2.12% |
| 2023 | 1.27% | 2.26% |
| 2022 | 0.00% | 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% |
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