IUSB vs JPST

Comparison between ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).

5-Year PerformanceJPST has outperformed IUSB, delivering a return of +3.6% compared to +0.5%

IUSB vs JPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IUSB(ETF)	JPST(ETF)
Net Assets	$37B	$38B
Expense Ratio	0.06%	0.18%
Max Drawdown	22.73%	3.30%
Sharpe Ratio	0.53	1.44
5Y Beta	0.05	0.00
5Y Dividends CAGR	9.63%	33.32%

Net Assets

IUSB

$37B

Winner

JPST

$38B

Expense Ratio

Winner

IUSB

0.06%

JPST

0.18%

Max Drawdown

IUSB

22.73%

Winner

JPST

3.30%

Sharpe Ratio

IUSB

0.53

Winner

JPST

1.44

5Y Beta

IUSB

0.05

Winner

JPST

0.00

5Y Dividends CAGR

IUSB

9.63%

Winner

JPST

33.32%

IUSB vs JPST - Historical Returns

Returns include dividend reinvestment.

Period	IUSB	JPST
1 month	-0.43%	+0.37%
3 months	-1.18%	+0.64%
6 months	+0.67%	+1.88%
1 year	+5.67%	+4.53%
5 years(CAGR)	+0.54%	+3.59%
10 years(CAGR)	+1.97%	+2.98%
Max(CAGR)	+2.20%	+2.98%

IUSB

-0.43%

Winner

JPST

+0.37%

IUSB

-1.18%

Winner

JPST

+0.64%

IUSB

+0.67%

Winner

JPST

+1.88%

Winner

IUSB

+5.67%

JPST

+4.53%

5Y(CAGR)

IUSB

+0.54%

Winner

JPST

+3.59%

10Y(CAGR)

IUSB

+1.97%

Winner

JPST

+2.98%

Max(CAGR)

IUSB

+2.20%

Winner

JPST

+2.98%

IUSB vs JPST - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IUSB	JPST
2026	+0.23%	+1.16%
2025	+7.38%	+4.95%
2024	+2.60%	+5.58%
2023	+5.66%	+5.15%
2022	-12.47%	+1.14%
2021	-1.17%	+0.11%
2020	+7.38%	+2.18%
2019	+8.95%	+3.42%
2018	-0.27%	+2.25%
2017	+3.93%	+1.00%
2016	+3.83%	N/A
2015	+0.06%	N/A
2014	+1.90%	N/A

IUSB vs JPST Drawdown Comparison

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

The current IUSB drawdown is -1.54%.

Rank	IUSB	JPST
#1	-17.90% Dec 31, 2020 - Oct 20, 2025	-3.28% Mar 5, 2020 - May 20, 2020
#2	-9.90% Mar 6, 2020 - Jun 10, 2020	-0.79% Oct 1, 2021 - Nov 8, 2022
#3	-4.01% Sep 7, 2016 - Jul 21, 2017	-0.30% Apr 3, 2025 - Apr 21, 2025
#4	-3.26% Sep 7, 2017 - Jan 30, 2019	-0.28% Sep 26, 2017 - Oct 13, 2017
#5	-2.58% Apr 24, 2015 - Mar 16, 2016	-0.28% May 11, 2023 - Jun 16, 2023
#6	-2.49% Feb 27, 2026 - Mar 27, 2026	-0.15% Feb 26, 2026 - Mar 31, 2026
#7	-1.78% Sep 4, 2019 - Oct 4, 2019	-0.15% Sep 17, 2020 - Oct 21, 2020
#8	-1.69% Jan 30, 2015 - Mar 24, 2015	-0.14% Jun 10, 2020 - Jun 16, 2020
#9	-1.54% Aug 4, 2020 - Dec 30, 2020	-0.12% Mar 8, 2018 - Mar 26, 2018
#10	-1.31% Oct 4, 2019 - Jan 3, 2020	-0.12% Mar 23, 2023 - Apr 4, 2023
#11	-0.99% Oct 28, 2025 - Nov 26, 2025	-0.12% Mar 1, 2021 - Apr 22, 2021
#12	-0.85% Aug 15, 2014 - Oct 7, 2014	-0.10% Jul 26, 2017 - Aug 3, 2017
#13	-0.76% Jul 8, 2016 - Jul 29, 2016	-0.10% Apr 5, 2023 - Apr 24, 2023
#14	-0.75% Nov 26, 2025 - Jan 14, 2026	-0.10% Dec 16, 2024 - Dec 26, 2024
#15	-0.72% Oct 20, 2014 - Nov 26, 2014	-0.10% Oct 2, 2024 - Oct 14, 2024

Correlation

Correlation between IUSB and JPST is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57

-101

Dividend Comparison (2014 - 2026)

IUSB vs JPST dividend yield comparison.

Year	IUSB	JPST
2026	1.41%	1.36%
2025	4.17%	4.43%
2024	4.04%	5.16%
2023	3.46%	4.79%
2022	2.53%	1.83%
2021	1.74%	0.73%
2020	2.68%	1.43%
2019	3.04%	2.69%
2018	2.98%	2.07%
2017	2.56%	0.96%
2016	2.60%	0.00%
2015	1.95%	0.00%
2014	1.39%	0.00%