IXN vs JMST
Comparison between ISHARES GLOBAL TECH ETF (IXN, ETF) and JPMorgan Ultra-Short Municipal Income ETF (JMST, ETF).
5-Year PerformanceIXN has outperformed JMST, delivering a return of +20.8% compared to +2.2%
IXN vs JMST - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXN
$6.30B
JMST
$6.30B
Expense Ratio
IXN
0.39%
Winner
JMST
0.18%
Max Drawdown
IXN
56.25%
Winner
JMST
2.41%
Sharpe Ratio
Winner
IXN
2.40
JMST
-1.00
5Y Beta
IXN
1.41
Winner
JMST
0.00
P/E Ratio
IXN
31.38
JMST
N/A
Forward P/E
IXN
20.65
JMST
N/A
PEG Ratio
IXN
0.57
JMST
N/A
5Y Dividends CAGR
IXN
20.67%
Winner
JMST
37.41%
5Y EPS CAGR
IXN
34.23%
JMST
N/A
Debt to Equity
IXN
40.65%
JMST
N/A
P/S Ratio
IXN
5.32
JMST
N/A
P/B Ratio
IXN
7.11
JMST
N/A
IXN vs JMST - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXN
+23.95%
JMST
+0.26%
3M
Winner
IXN
+23.43%
JMST
+0.33%
6M
Winner
IXN
+27.38%
JMST
+1.31%
1Y
Winner
IXN
+68.73%
JMST
+3.11%
5Y(CAGR)
Winner
IXN
+20.75%
JMST
+2.24%
10Y(CAGR)
IXN
+24.79%
JMST
N/A
Max(CAGR)
Winner
IXN
+12.34%
JMST
+2.13%
IXN vs JMST - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXN | JMST |
|---|---|---|
| 2026 | +25.60% | +0.80% |
| 2025 | +25.60% | +3.33% |
| 2024 | +28.36% | +3.33% |
| 2023 | +54.20% | +3.57% |
| 2022 | -30.60% | +0.09% |
| 2021 | +30.90% | +0.33% |
| 2020 | +41.15% | +2.00% |
| 2019 | +47.55% | +2.07% |
| 2018 | -6.75% | +0.70% |
| 2017 | +40.11% | N/A |
| 2016 | +15.95% | N/A |
| 2015 | +4.27% | N/A |
| 2014 | +16.69% | N/A |
| 2013 | +21.45% | N/A |
| 2012 | +13.68% | N/A |
| 2011 | -4.54% | N/A |
| 2010 | +8.27% | N/A |
| 2009 | +48.03% | N/A |
| 2008 | -42.01% | N/A |
| 2007 | +12.40% | N/A |
| 2006 | +6.99% | N/A |
| 2005 | +5.43% | N/A |
| 2004 | +2.41% | N/A |
| 2003 | +41.04% | N/A |
| 2002 | -38.26% | N/A |
| 2001 | +0.32% | N/A |
IXN vs JMST Drawdown Comparison
The maximum drawdown for IXN was -55.66%, occurring on Mar 9, 2009. Recovery took 1099 trading sessions.
The maximum drawdown for JMST was -2.41%, occurring on Mar 20, 2020. Recovery took 29 trading sessions.
| Rank | IXN | JMST |
|---|---|---|
| #1 | -55.66% Oct 31, 2007 - Mar 13, 2012 | -2.41% Mar 9, 2020 - Apr 20, 2020 |
| #2 | -55.51% Dec 6, 2001 - Jan 4, 2007 | -1.15% Dec 29, 2021 - Dec 13, 2022 |
| #3 | -36.30% Dec 27, 2021 - Nov 20, 2023 | -0.71% Apr 1, 2025 - May 15, 2025 |
| #4 | -30.89% Feb 19, 2020 - Jun 10, 2020 | -0.32% May 16, 2023 - Jun 6, 2023 |
| #5 | -25.55% Feb 18, 2025 - Jun 24, 2025 | -0.26% Jan 31, 2023 - Mar 10, 2023 |
| #6 | -23.64% Aug 29, 2018 - Apr 12, 2019 | -0.25% Oct 29, 2025 - Nov 6, 2025 |
| #7 | -16.87% Jul 10, 2024 - Dec 16, 2024 | -0.25% Apr 13, 2023 - May 11, 2023 |
| #8 | -14.88% Dec 4, 2015 - Jul 12, 2016 | -0.22% Sep 13, 2023 - Oct 10, 2023 |
| #9 | -14.63% May 21, 2015 - Nov 2, 2015 | -0.21% Mar 17, 2026 - Apr 20, 2026 |
| #10 | -14.13% Apr 2, 2012 - Apr 30, 2013 | -0.20% Mar 25, 2025 - Apr 1, 2025 |
| #11 | -13.80% Oct 29, 2025 - Apr 14, 2026 | -0.19% Sep 20, 2021 - Dec 29, 2021 |
| #12 | -11.29% Sep 2, 2020 - Dec 1, 2020 | -0.18% Aug 21, 2019 - Oct 4, 2019 |
| #13 | -10.79% Jan 26, 2018 - Mar 9, 2018 | -0.17% Nov 5, 2024 - Nov 8, 2024 |
| #14 | -10.02% Jul 19, 2007 - Sep 27, 2007 | -0.17% Aug 6, 2024 - Aug 19, 2024 |
| #15 | -9.90% Apr 24, 2019 - Jul 1, 2019 | -0.16% Jan 31, 2024 - Feb 15, 2024 |
Correlation
Correlation between IXN and JMST is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
IXN vs JMST dividend yield comparison.
| Year | IXN | JMST |
|---|---|---|
| 2026 | 0.00% | 0.86% |
| 2025 | 1.04% | 2.84% |
| 2024 | 0.43% | 3.32% |
| 2023 | 0.55% | 3.09% |
| 2022 | 0.81% | 1.10% |
| 2021 | 0.58% | 0.27% |
| 2020 | 0.63% | 0.87% |
| 2019 | 1.06% | 1.63% |
| 2018 | 0.94% | 0.28% |
| 2017 | 0.93% | 0.00% |
| 2016 | 1.03% | 0.00% |
| 2015 | 1.12% | 0.00% |
| 2014 | 1.14% | 0.00% |
| 2013 | 1.02% | 0.00% |
| 2012 | 1.08% | 0.00% |
| 2011 | 0.99% | 0.00% |
| 2010 | 0.67% | 0.00% |
| 2009 | 0.61% | 0.00% |
| 2008 | 1.19% | 0.00% |
| 2007 | 0.36% | 0.00% |
| 2006 | 0.22% | 0.00% |
| 2005 | 0.05% | 0.00% |
| 2004 | 1.21% | 0.00% |
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