JBND vs SHLD
Comparison between JPMORGAN ACTIVE BOND ETF (JBND, ETF) and GLOBAL X DEFENSE TECH ETF (SHLD, ETF).
JBND vs SHLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JBND
$8.10B
SHLD
$8B
Expense Ratio
Winner
JBND
0.25%
SHLD
0.50%
Max Drawdown
Winner
JBND
5.89%
SHLD
20.10%
Sharpe Ratio
JBND
0.42
Winner
SHLD
0.44
5Y Beta
Winner
JBND
0.02
SHLD
0.68
P/E Ratio
JBND
N/A
SHLD
33.60
Forward P/E
JBND
N/A
SHLD
23.62
PEG Ratio
JBND
N/A
SHLD
0.61
Debt to Equity
JBND
N/A
SHLD
65.70%
P/S Ratio
JBND
N/A
SHLD
2.34
P/B Ratio
JBND
N/A
SHLD
4.78
JBND vs SHLD - Historical Returns
Returns include dividend reinvestment.
1M
JBND
+1.10%
Winner
SHLD
+1.51%
3M
Winner
JBND
+0.06%
SHLD
-17.45%
6M
Winner
JBND
+0.94%
SHLD
-1.40%
1Y
JBND
+5.63%
Winner
SHLD
+8.17%
Max(CAGR)
JBND
+7.37%
Winner
SHLD
+41.34%
JBND vs SHLD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JBND | SHLD |
|---|---|---|
| 2026 | +0.66% | -4.74% |
| 2025 | +8.10% | +74.68% |
| 2024 | +3.61% | +35.09% |
| 2023 | +7.75% | +12.89% |
JBND vs SHLD Drawdown Comparison
The maximum drawdown for JBND was -4.48%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The maximum drawdown for SHLD was -20.10%, occurring on May 15, 2026. This drawdown has not yet recovered.
The current JBND drawdown is -1.45%. The current SHLD drawdown is -18.89%.
| Rank | JBND | SHLD |
|---|---|---|
| #1 | -4.48% Sep 16, 2024 - Apr 3, 2025 | -20.10% Mar 9, 2026 - May 15, 2026 |
| #2 | -3.23% Feb 1, 2024 - Jun 13, 2024 | -15.06% Oct 8, 2025 - Jan 8, 2026 |
| #3 | -2.94% Feb 27, 2026 - May 19, 2026 | -10.92% Nov 11, 2024 - Feb 18, 2025 |
| #4 | -2.62% Apr 4, 2025 - Jun 26, 2025 | -10.53% Mar 18, 2025 - Apr 11, 2025 |
| #5 | -1.94% Oct 13, 2023 - Nov 2, 2023 | -8.91% Jan 16, 2026 - Mar 9, 2026 |
| #6 | -1.49% Dec 27, 2023 - Feb 1, 2024 | -5.42% Sep 18, 2023 - Oct 9, 2023 |
| #7 | -1.24% Jun 18, 2024 - Jul 5, 2024 | -5.39% Aug 6, 2025 - Sep 10, 2025 |
| #8 | -1.14% Jul 1, 2025 - Jul 29, 2025 | -4.96% Apr 8, 2024 - May 9, 2024 |
| #9 | -1.11% Oct 22, 2025 - Nov 25, 2025 | -4.52% Aug 30, 2024 - Oct 1, 2024 |
| #10 | -1.09% Aug 5, 2024 - Aug 20, 2024 | -4.49% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -0.87% Nov 26, 2025 - Jan 14, 2026 | -4.17% May 31, 2024 - Jul 15, 2024 |
| #12 | -0.75% Jul 17, 2024 - Jul 30, 2024 | -3.79% Feb 18, 2025 - Mar 3, 2025 |
| #13 | -0.72% Sep 16, 2025 - Oct 10, 2025 | -3.62% May 8, 2025 - May 16, 2025 |
| #14 | -0.70% Jan 14, 2026 - Feb 5, 2026 | -3.55% Jul 31, 2024 - Aug 9, 2024 |
| #15 | -0.58% Nov 8, 2023 - Nov 14, 2023 | -3.15% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between JBND and SHLD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
JBND vs SHLD dividend yield comparison.
| Year | JBND | SHLD |
|---|---|---|
| 2026 | 1.79% | 0.00% |
| 2025 | 4.42% | 0.55% |
| 2024 | 4.58% | 0.53% |
| 2023 | 1.00% | 0.26% |
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