IVVW vs JMHI
Comparison between ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF) and JPMORGAN HIGH YIELD MUNICIPAL ETF (JMHI, ETF).
IVVW vs JMHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVVW
$270M
Winner
JMHI
$271M
Expense Ratio
Winner
IVVW
0.25%
JMHI
0.35%
Max Drawdown
IVVW
19.66%
Winner
JMHI
8.42%
Sharpe Ratio
Winner
IVVW
1.80
JMHI
0.70
5Y Beta
IVVW
0.73
Winner
JMHI
0.02
IVVW vs JMHI - Historical Returns
Returns include dividend reinvestment.
1M
IVVW
+0.39%
Winner
JMHI
+0.40%
3M
Winner
IVVW
+2.45%
JMHI
+0.15%
6M
Winner
IVVW
+5.00%
JMHI
+1.64%
1Y
Winner
IVVW
+18.62%
JMHI
+6.23%
Max(CAGR)
Winner
IVVW
+12.71%
JMHI
+4.64%
IVVW vs JMHI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IVVW | JMHI |
|---|---|---|
| 2026 | +3.46% | +1.33% |
| 2025 | +11.80% | +4.49% |
| 2024 | +12.89% | +5.85% |
| 2023 | N/A | +1.43% |
IVVW vs JMHI Drawdown Comparison
The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.
The maximum drawdown for JMHI was -7.11%, occurring on Oct 31, 2023. Recovery took 104 trading sessions.
The current IVVW drawdown is -1.56%. The current JMHI drawdown is -0.63%.
| Rank | IVVW | JMHI |
|---|---|---|
| #1 | -16.79% Feb 18, 2025 - Sep 9, 2025 | -7.11% Jul 18, 2023 - Dec 13, 2023 |
| #2 | -6.19% Jul 22, 2024 - Aug 15, 2024 | -4.77% Feb 28, 2025 - Sep 10, 2025 |
| #3 | -5.81% Feb 25, 2026 - Apr 17, 2026 | -2.93% Feb 27, 2026 - Mar 24, 2026 |
| #4 | -3.66% Mar 28, 2024 - Jun 5, 2024 | -2.35% Dec 9, 2024 - Feb 3, 2025 |
| #5 | -2.59% Dec 16, 2024 - Jan 17, 2025 | -1.86% Oct 2, 2024 - Nov 26, 2024 |
| #6 | -2.45% Nov 12, 2025 - Nov 28, 2025 | -1.74% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -1.84% Aug 30, 2024 - Sep 12, 2024 | -1.60% Feb 1, 2024 - Mar 1, 2024 |
| #8 | -1.82% Feb 2, 2026 - Feb 9, 2026 | -1.23% Mar 22, 2024 - May 9, 2024 |
| #9 | -1.58% Oct 18, 2024 - Nov 6, 2024 | -1.11% May 15, 2024 - Jun 6, 2024 |
| #10 | -1.56% Jun 4, 2026 - Jun 5, 2026 | -1.02% Feb 6, 2025 - Feb 24, 2025 |
| #11 | -1.50% Jan 16, 2026 - Jan 26, 2026 | -0.89% Aug 5, 2024 - Sep 5, 2024 |
| #12 | -1.47% Oct 6, 2025 - Oct 17, 2025 | -0.74% Oct 28, 2025 - Nov 25, 2025 |
| #13 | -1.27% Feb 9, 2026 - Feb 25, 2026 | -0.71% Nov 26, 2025 - Jan 7, 2026 |
| #14 | -0.90% Nov 14, 2024 - Nov 22, 2024 | -0.69% Sep 16, 2025 - Oct 1, 2025 |
| #15 | -0.81% May 12, 2026 - May 22, 2026 | -0.52% Jun 6, 2024 - Jun 12, 2024 |
Correlation
Correlation between IVVW and JMHI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
IVVW vs JMHI dividend yield comparison.
| Year | IVVW | JMHI |
|---|---|---|
| 2026 | 7.78% | 1.83% |
| 2025 | 18.55% | 4.42% |
| 2024 | 13.72% | 4.49% |
| 2023 | 0.00% | 2.48% |
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