IBTO vs JPME

Comparison between ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).

IBTO vs JPME - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTO(ETF)	JPME(ETF)
Net Assets	$464M	$465M
Expense Ratio	0.07%	0.24%
Max Drawdown	9.04%	41.01%
Sharpe Ratio	-0.59	1.36
5Y Beta	0.00	0.72
P/E Ratio	N/A	20.15
Forward P/E	N/A	14.72
PEG Ratio	N/A	0.19
5Y Dividends CAGR	N/A	14.20%
5Y EPS CAGR	N/A	9.91%
Debt to Equity	N/A	163.59%
P/S Ratio	N/A	1.40
P/B Ratio	N/A	2.35

Net Assets

IBTO

$464M

Winner

JPME

$465M

Expense Ratio

Winner

IBTO

0.07%

JPME

0.24%

Max Drawdown

Winner

IBTO

9.04%

JPME

41.01%

Sharpe Ratio

IBTO

-0.59

Winner

JPME

1.36

5Y Beta

Winner

IBTO

0.00

JPME

0.72

P/E Ratio

IBTO

N/A

JPME

20.15

Forward P/E

IBTO

N/A

JPME

14.72

PEG Ratio

IBTO

N/A

JPME

0.19

5Y Dividends CAGR

IBTO

N/A

JPME

14.20%

5Y EPS CAGR

IBTO

N/A

JPME

9.91%

Debt to Equity

IBTO

N/A

JPME

163.59%

P/S Ratio

IBTO

N/A

JPME

1.40

P/B Ratio

IBTO

N/A

JPME

2.35

IBTO vs JPME - Historical Returns

Returns include dividend reinvestment.

Period	IBTO	JPME
1 month	+0.36%	+1.14%
3 months	+0.01%	+4.73%
6 months	-2.60%	+7.50%
1 year	+1.12%	+19.83%
5 years(CAGR)	N/A	+8.96%
10 years(CAGR)	N/A	+11.09%
Max(CAGR)	+2.62%	+11.50%

IBTO

+0.36%

Winner

JPME

+1.14%

IBTO

+0.01%

Winner

JPME

+4.73%

IBTO

-2.60%

Winner

JPME

+7.50%

IBTO

+1.12%

Winner

JPME

+19.83%

5Y(CAGR)

IBTO

N/A

JPME

+8.96%

10Y(CAGR)

IBTO

N/A

JPME

+11.09%

Max(CAGR)

IBTO

+2.62%

Winner

JPME

+11.50%

IBTO vs JPME - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBTO	JPME
2026	-0.50%	+17.15%
2025	+8.05%	+8.39%
2024	-0.45%	+13.32%
2023	+1.71%	+11.82%
2022	N/A	-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%

IBTO vs JPME Drawdown Comparison

The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.

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

The current IBTO drawdown is -2.60%. The current JPME drawdown is -1.31%.

Rank	IBTO	JPME
#1	-8.35% Jul 19, 2023 - Dec 14, 2023	-41.01% Jan 17, 2020 - Nov 16, 2020
#2	-6.91% Sep 16, 2024 - Aug 1, 2025	-19.91% Aug 29, 2018 - Jul 3, 2019
#3	-5.50% Dec 27, 2023 - Jul 31, 2024	-19.30% Jan 4, 2022 - Dec 26, 2023
#4	-3.65% Feb 27, 2026 - May 19, 2026	-18.70% Nov 29, 2024 - Sep 11, 2025
#5	-1.86% Jun 30, 2023 - Jul 13, 2023	-7.57% Jan 26, 2018 - Jul 19, 2018
#6	-1.61% Aug 5, 2024 - Aug 21, 2024	-6.84% Mar 2, 2026 - Apr 17, 2026
#7	-1.38% Nov 26, 2025 - Feb 12, 2026	-6.58% Nov 16, 2021 - Dec 27, 2021
#8	-1.18% Oct 22, 2025 - Nov 25, 2025	-6.56% Jul 26, 2019 - Nov 1, 2019
#9	-1.03% Sep 11, 2025 - Oct 14, 2025	-6.51% Mar 28, 2024 - Jul 16, 2024
#10	-0.75% Aug 21, 2024 - Sep 4, 2024	-5.27% Jun 8, 2016 - Jul 12, 2016
#11	-0.59% Aug 4, 2025 - Aug 22, 2025	-5.26% Aug 23, 2016 - Nov 21, 2016
#12	-0.52% Jul 13, 2023 - Jul 19, 2023	-5.09% Jul 31, 2024 - Aug 19, 2024
#13	-0.32% Dec 14, 2023 - Dec 20, 2023	-4.85% Sep 2, 2021 - Oct 20, 2021
#14	-0.31% Aug 28, 2025 - Sep 3, 2025	-4.58% Jan 20, 2021 - Feb 8, 2021
#15	-0.28% Dec 20, 2023 - Dec 27, 2023	-4.42% Sep 11, 2025 - Nov 26, 2025

Correlation

Correlation between IBTO and JPME is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2016 - 2026)

IBTO vs JPME dividend yield comparison.

Year	IBTO	JPME
2026	2.43%	0.72%
2025	4.05%	2.03%
2024	4.23%	1.77%
2023	1.66%	1.84%
2022	0.00%	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%