JCAL vs CSM
Comparison between JPMorgan California Tax Free Bond ETF (JCAL, ETF) and PROSHARES LARGE CAP CORE PLUS (CSM, ETF).
JCAL vs CSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCAL
$510M
Winner
CSM
$510M
Expense Ratio
Winner
JCAL
0.34%
CSM
0.45%
Max Drawdown
Winner
JCAL
1.39%
CSM
36.11%
Sharpe Ratio
JCAL
-3.88
Winner
CSM
1.37
5Y Beta
Winner
JCAL
0.05
CSM
0.98
P/E Ratio
JCAL
N/A
CSM
24.84
Forward P/E
JCAL
N/A
CSM
17.86
PEG Ratio
JCAL
N/A
CSM
0.14
5Y Dividends CAGR
JCAL
N/A
CSM
13.85%
5Y EPS CAGR
JCAL
N/A
CSM
23.05%
Debt to Equity
JCAL
N/A
CSM
13.74%
P/S Ratio
JCAL
N/A
CSM
2.21
P/B Ratio
JCAL
N/A
CSM
3.80
JCAL vs CSM - Historical Returns
Returns include dividend reinvestment.
1M
JCAL
-0.64%
Winner
CSM
+1.30%
3M
JCAL
N/A
CSM
+6.57%
6M
JCAL
N/A
CSM
+9.65%
1Y
JCAL
N/A
CSM
+22.26%
5Y(CAGR)
JCAL
N/A
CSM
+12.75%
10Y(CAGR)
JCAL
N/A
CSM
+13.97%
Max(CAGR)
JCAL
-4.55%
Winner
CSM
+14.84%
JCAL vs CSM - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | JCAL | CSM |
|---|---|---|
| 2026 | -0.46% | +8.57% |
| 2025 | N/A | +22.04% |
| 2024 | N/A | +22.42% |
| 2023 | N/A | +24.05% |
| 2022 | N/A | -18.61% |
| 2021 | N/A | +34.52% |
| 2020 | N/A | +10.20% |
| 2019 | N/A | +28.94% |
| 2018 | N/A | -8.62% |
| 2017 | N/A | +21.46% |
| 2016 | N/A | +15.46% |
| 2015 | N/A | -0.48% |
| 2014 | N/A | +17.21% |
| 2013 | N/A | +32.52% |
| 2012 | N/A | +14.81% |
| 2011 | N/A | -0.83% |
| 2010 | N/A | +12.54% |
| 2009 | N/A | +25.40% |
JCAL vs CSM Drawdown Comparison
The maximum drawdown for JCAL was -1.12%, occurring on Jul 21, 2026. This drawdown has not yet recovered.
The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The current JCAL drawdown is -1.12%. The current CSM drawdown is -1.03%.
| Rank | JCAL | CSM |
|---|---|---|
| #1 | -1.12% Jun 29, 2026 - Jul 21, 2026 | -36.11% Feb 19, 2020 - Sep 1, 2020 |
| #2 | -0.12% Jun 18, 2026 - Jun 24, 2026 | -23.81% Dec 29, 2021 - Dec 19, 2023 |
| #3 | -0.06% Jun 16, 2026 - Jun 18, 2026 | -21.13% Sep 21, 2018 - Jul 3, 2019 |
| #4 | N/A | -19.99% Apr 29, 2011 - Feb 28, 2012 |
| #5 | N/A | -18.30% Feb 19, 2025 - Jun 24, 2025 |
| #6 | N/A | -15.53% Apr 15, 2010 - Nov 4, 2010 |
| #7 | N/A | -13.68% May 21, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.06% Apr 2, 2012 - Aug 7, 2012 |
| #9 | N/A | -9.78% Sep 2, 2020 - Nov 24, 2020 |
| #10 | N/A | -9.71% Jan 26, 2018 - Aug 20, 2018 |
| #11 | N/A | -9.40% Jan 6, 2026 - Apr 15, 2026 |
| #12 | N/A | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #13 | N/A | -7.61% Oct 17, 2012 - Jan 4, 2013 |
| #14 | N/A | -7.42% Jan 14, 2010 - Mar 5, 2010 |
| #15 | N/A | -7.28% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between JCAL and CSM is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-1.00
-101
Dividend Comparison (2009 - 2026)
JCAL vs CSM dividend yield comparison.
| Year | JCAL | CSM |
|---|---|---|
| 2026 | 0.27% | 0.51% |
| 2025 | 0.00% | 1.04% |
| 2024 | 0.00% | 1.06% |
| 2023 | 0.00% | 1.17% |
| 2022 | 0.00% | 1.37% |
| 2021 | 0.00% | 0.78% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 1.41% |
| 2018 | 0.00% | 1.55% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 1.50% |
| 2015 | 0.00% | 1.67% |
| 2014 | 0.00% | 1.39% |
| 2013 | 0.00% | 1.22% |
| 2012 | 0.00% | 0.61% |
| 2011 | 0.00% | 1.01% |
| 2010 | 0.00% | 0.34% |
| 2009 | 0.00% | 0.43% |
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