JCPB vs AVUS
Comparison between JPMorgan Core Plus Bond ETF (JCPB, ETF) and AVANTIS U.S. EQUITY ETF (AVUS, ETF).
5-Year PerformanceAVUS has outperformed JCPB, delivering a return of +12.5% compared to +1.2%
JCPB vs AVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCPB
$11B
AVUS
$11B
Expense Ratio
JCPB
0.38%
Winner
AVUS
0.15%
Max Drawdown
Winner
JCPB
22.96%
AVUS
37.04%
Sharpe Ratio
JCPB
0.61
Winner
AVUS
2.24
5Y Beta
Winner
JCPB
0.04
AVUS
0.98
P/E Ratio
JCPB
N/A
AVUS
24.45
Forward P/E
JCPB
N/A
AVUS
18.33
5Y Dividends CAGR
JCPB
9.35%
Winner
AVUS
14.19%
5Y EPS CAGR
JCPB
N/A
AVUS
23.68%
P/S Ratio
JCPB
N/A
AVUS
2.25
P/B Ratio
JCPB
N/A
AVUS
3.91
JCPB vs AVUS - Holdings Comparison
JCPB and AVUS have 1 common holdings. Overlap is -0.10%
JCPB's top 25 holdings weight is 40.80%. AVUS's top 25 holdings weight is 37.92%.
| Rank | JCPB | AVUS |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | NVIDIA CORP (NVDA) - 4.90% |
| #2 | n/a (n/a) - 4.59% | APPLE INC (AAPL) - 4.85% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | MICROSOFT CORP (MSFT) - 3.53% |
| #4 | n/a (n/a) - 2.95% | AMAZON.COM INC (AMZN) - 3.21% |
| #5 | n/a (n/a) - 2.90% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | ALPHABET INC CLASS C (GOOG) - 1.89% |
| #8 | n/a (n/a) - 1.80% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #9 | n/a (n/a) - 1.35% | EXXON MOBIL CORP (XOM) - 1.33% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | MICRON TECHNOLOGY INC (MU) - 1.09% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | BROADCOM INC (AVGO) - 1.01% |
| #12 | n/a (n/a) - 1.09% | LAM RESEARCH CORP (LRCX) - 0.90% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | CATERPILLAR INC (CAT) - 0.90% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | TESLA INC (TSLA) - 0.80% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | WALMART INC (WMT) - 0.78% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% | ELI LILLY AND CO (LLY) - 0.73% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | JOHNSON & JOHNSON (JNJ) - 0.72% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | MERCK & CO INC (MRK) - 0.72% |
| #20 | n/a (n/a) - 0.67% | VISA INC CLASS A (V) - 0.72% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | CHEVRON CORP (CVX) - 0.67% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | APPLIED MATERIALS INC (AMAT) - 0.66% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | MASTERCARD INC CLASS A (MA) - 0.55% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | GILEAD SCIENCES INC (GILD) - 0.54% |
| Total Holdings | 1670 | 1846 |
JCPB vs AVUS - Historical Returns
Returns include dividend reinvestment.
1M
JCPB
+0.09%
Winner
AVUS
+7.89%
3M
JCPB
+0.12%
Winner
AVUS
+6.28%
6M
JCPB
+1.38%
Winner
AVUS
+14.79%
1Y
JCPB
+6.59%
Winner
AVUS
+35.69%
5Y(CAGR)
JCPB
+1.18%
Winner
AVUS
+12.52%
Max(CAGR)
JCPB
+2.82%
Winner
AVUS
+16.30%
JCPB vs AVUS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | AVUS |
|---|---|---|
| 2026 | +0.90% | +10.98% |
| 2025 | +7.95% | +16.80% |
| 2024 | +3.38% | +21.05% |
| 2023 | +6.57% | +22.55% |
| 2022 | -12.45% | -14.25% |
| 2021 | -0.46% | +30.39% |
| 2020 | +8.93% | +16.67% |
| 2019 | +7.76% | +8.87% |
JCPB vs AVUS Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The current JCPB drawdown is -1.22%. The current AVUS drawdown is -0.02%.
| Rank | JCPB | AVUS |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -37.04% Feb 19, 2020 - Aug 27, 2020 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -22.20% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -19.74% Dec 4, 2024 - Jul 1, 2025 |
| #4 | -2.63% Feb 27, 2026 - Mar 26, 2026 | -9.15% Sep 2, 2020 - Oct 12, 2020 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -8.68% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -7.85% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -6.89% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -5.56% Nov 16, 2021 - Dec 27, 2021 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -4.79% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -4.24% Jan 20, 2021 - Feb 4, 2021 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -4.24% Sep 2, 2021 - Oct 19, 2021 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -4.23% May 7, 2021 - Jun 4, 2021 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -4.06% Jul 12, 2021 - Jul 29, 2021 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -4.00% Feb 24, 2021 - Mar 10, 2021 |
Correlation
Correlation between JCPB and AVUS is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2019 - 2026)
JCPB vs AVUS dividend yield comparison.
| Year | JCPB | AVUS |
|---|---|---|
| 2026 | 1.62% | 0.20% |
| 2025 | 4.90% | 1.08% |
| 2024 | 5.16% | 1.27% |
| 2023 | 4.32% | 1.41% |
| 2022 | 3.01% | 1.59% |
| 2021 | 2.19% | 1.08% |
| 2020 | 2.97% | 1.19% |
| 2019 | 3.01% | 0.35% |
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