IDV vs JMUB

Comparison between ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV, ETF) and JPMORGAN MUNICIPAL ETF (JMUB, ETF).

5-Year PerformanceIDV has outperformed JMUB, delivering a return of +12.9% compared to +1.0%

IDV vs JMUB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDV(ETF)	JMUB(ETF)
Net Assets	$8B	$8B
Expense Ratio	0.50%	0.18%
Max Drawdown	72.82%	14.47%
Sharpe Ratio	1.76	0.68
5Y Beta	0.49	0.02
5Y Dividends CAGR	12.48%	12.05%

Net Assets

IDV

$8B

JMUB

$8B

Expense Ratio

IDV

0.50%

Winner

JMUB

0.18%

Max Drawdown

IDV

72.82%

Winner

JMUB

14.47%

Sharpe Ratio

Winner

IDV

1.76

JMUB

0.68

5Y Beta

IDV

0.49

Winner

JMUB

0.02

5Y Dividends CAGR

Winner

IDV

12.48%

JMUB

12.05%

IDV vs JMUB - Historical Returns

Returns include dividend reinvestment.

Period	IDV	JMUB
1 month	-1.02%	-0.10%
3 months	-0.54%	+0.54%
6 months	+9.05%	+0.61%
1 year	+29.19%	+5.68%
5 years(CAGR)	+12.86%	+1.03%
10 years(CAGR)	+10.14%	N/A
Max(CAGR)	+4.78%	+2.98%

IDV

-1.02%

Winner

JMUB

-0.10%

IDV

-0.54%

Winner

JMUB

+0.54%

Winner

IDV

+9.05%

JMUB

+0.61%

Winner

IDV

+29.19%

JMUB

+5.68%

5Y(CAGR)

Winner

IDV

+12.86%

JMUB

+1.03%

10Y(CAGR)

IDV

+10.14%

JMUB

N/A

Max(CAGR)

Winner

IDV

+4.78%

JMUB

+2.98%

IDV vs JMUB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IDV	JMUB
2026	+10.20%	+1.13%
2025	+52.29%	+4.15%
2024	+4.41%	+1.90%
2023	+10.20%	+5.86%
2022	-7.00%	-7.39%
2021	+10.67%	+1.59%
2020	-7.01%	+4.88%
2019	+23.86%	+8.35%
2018	-11.18%	+2.81%
2017	+18.64%	N/A
2016	+9.21%	N/A
2015	-10.47%	N/A
2014	-4.46%	N/A
2013	+17.28%	N/A
2012	+16.31%	N/A
2011	-7.56%	N/A
2010	+8.59%	N/A
2009	+57.86%	N/A
2008	-51.98%	N/A
2007	-6.71%	N/A

IDV vs JMUB Drawdown Comparison

The maximum drawdown for IDV was -70.15%, occurring on Mar 9, 2009. Recovery took 1588 trading sessions.

The maximum drawdown for JMUB was -12.50%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.

The current IDV drawdown is -3.33%. The current JMUB drawdown is -0.73%.

Rank	IDV	JMUB
#1	-70.15% Oct 31, 2007 - Feb 24, 2014	-12.50% Mar 9, 2020 - Aug 7, 2020
#2	-42.50% Feb 12, 2020 - Mar 11, 2021	-12.06% Jul 30, 2021 - Sep 5, 2024
#3	-32.43% Jul 3, 2014 - Jan 4, 2018	-4.02% Feb 28, 2025 - Sep 5, 2025
#4	-29.12% Feb 9, 2022 - May 7, 2024	-2.55% Feb 27, 2026 - Jul 2, 2026
#5	-17.77% Jan 26, 2018 - Nov 12, 2019	-2.18% Oct 1, 2024 - Dec 4, 2024
#6	-16.68% Jul 19, 2007 - Oct 9, 2007	-2.17% Feb 12, 2021 - Jun 8, 2021
#7	-11.86% Mar 18, 2025 - Apr 22, 2025	-2.07% Dec 4, 2024 - Feb 26, 2025
#8	-10.14% Sep 27, 2024 - Mar 5, 2025	-1.36% Aug 15, 2019 - Oct 9, 2019
#9	-9.60% Jun 2, 2021 - Jan 12, 2022	-1.22% Aug 11, 2020 - Nov 20, 2020
#10	-8.52% Feb 25, 2026 - May 6, 2026	-1.18% Oct 9, 2019 - Jan 3, 2020
#11	-7.01% May 21, 2026 - Jul 1, 2026	-0.73% Jul 6, 2026 - Jul 16, 2026
#12	-6.86% May 17, 2024 - Aug 19, 2024	-0.55% Jun 15, 2021 - Jul 8, 2021
#13	-4.19% Nov 12, 2025 - Nov 28, 2025	-0.48% Mar 28, 2019 - Apr 29, 2019
#14	-3.96% Oct 12, 2007 - Oct 29, 2007	-0.45% Nov 11, 2025 - Nov 28, 2025
#15	-3.33% Jul 23, 2025 - Aug 8, 2025	-0.42% Sep 17, 2025 - Oct 10, 2025

Correlation

Correlation between IDV and JMUB is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2007 - 2026)

IDV vs JMUB dividend yield comparison.

Year	IDV	JMUB
2026	3.05%	1.81%
2025	4.94%	3.52%
2024	6.46%	3.50%
2023	6.51%	3.20%
2022	7.33%	2.16%
2021	5.78%	1.94%
2020	5.47%	2.13%
2019	5.15%	3.66%
2018	5.93%	0.45%
2017	4.52%	0.00%
2016	4.69%	0.00%
2015	5.08%	0.00%
2014	6.03%	0.00%
2013	4.48%	0.00%
2012	4.84%	0.00%
2011	5.47%	0.00%
2010	3.92%	0.00%
2009	3.37%	0.00%
2008	13.84%	0.00%
2007	2.26%	0.00%