JCPB vs ESGV
Comparison between JPMorgan Core Plus Bond ETF (JCPB, ETF) and VANGUARD ESG U.S. STOCK ETF ETF SHARES (ESGV, ETF).
5-Year PerformanceESGV has outperformed JCPB, delivering a return of +12.0% compared to +1.2%
JCPB vs ESGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCPB
$11B
Winner
ESGV
$11B
Expense Ratio
JCPB
0.38%
Winner
ESGV
0.09%
Max Drawdown
Winner
JCPB
22.96%
ESGV
33.86%
Sharpe Ratio
JCPB
0.61
Winner
ESGV
1.87
5Y Beta
Winner
JCPB
0.04
ESGV
1.05
P/E Ratio
JCPB
N/A
ESGV
27.59
Forward P/E
JCPB
N/A
ESGV
20.68
5Y Dividends CAGR
JCPB
9.35%
Winner
ESGV
12.06%
5Y EPS CAGR
JCPB
N/A
ESGV
25.82%
Debt to Equity
JCPB
N/A
ESGV
12.22%
P/S Ratio
JCPB
N/A
ESGV
3.30
P/B Ratio
JCPB
N/A
ESGV
5.11
JCPB vs ESGV - Holdings Comparison
JCPB and ESGV have 1 common holdings. Overlap is -0.10%
JCPB's top 25 holdings weight is 40.80%. ESGV's top 25 holdings weight is 53.72%.
| Rank | JCPB | ESGV |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | NVIDIA CORP (NVDA) - 7.68% |
| #2 | n/a (n/a) - 4.59% | APPLE INC (AAPL) - 7.53% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | MICROSOFT CORP (MSFT) - 6.76% |
| #4 | n/a (n/a) - 2.95% | AMAZON.COM INC (AMZN) - 4.15% |
| #5 | n/a (n/a) - 2.90% | BROADCOM INC (AVGO) - 3.45% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | ALPHABET INC CLASS A (GOOGL) - 3.42% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | ALPHABET INC CLASS C (GOOG) - 2.83% |
| #8 | n/a (n/a) - 1.80% | META PLATFORMS INC CLASS A (META) - 2.62% |
| #9 | n/a (n/a) - 1.35% | TESLA INC (TSLA) - 2.24% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | JPMORGAN CHASE & CO (JPM) - 1.61% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | ELI LILLY AND CO (LLY) - 1.60% |
| #12 | n/a (n/a) - 1.09% | VISA INC CLASS A (V) - 1.06% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | NETFLIX INC (NFLX) - 0.85% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | MASTERCARD INC CLASS A (MA) - 0.83% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | ABBVIE INC (ABBV) - 0.75% |
| #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% | n/a (PLTR) - 0.68% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | BANK OF AMERICA CORP (BAC) - 0.67% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | THE HOME DEPOT INC (HD) - 0.66% |
| #20 | n/a (n/a) - 0.67% | PROCTER & GAMBLE CO (PG) - 0.65% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | ADVANCED MICRO DEVICES INC (AMD) - 0.65% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | ORACLE CORP (ORCL) - 0.62% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | CISCO SYSTEMS INC (CSCO) - 0.57% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | UNITEDHEALTH GROUP INC (UNH) - 0.56% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | COCA-COLA CO (KO) - 0.53% |
| Total Holdings | 1670 | 1273 |
JCPB vs ESGV - Historical Returns
Returns include dividend reinvestment.
1M
JCPB
+0.09%
Winner
ESGV
+11.04%
3M
JCPB
+0.12%
Winner
ESGV
+7.57%
6M
JCPB
+1.38%
Winner
ESGV
+10.00%
1Y
JCPB
+6.59%
Winner
ESGV
+32.00%
5Y(CAGR)
JCPB
+1.18%
Winner
ESGV
+12.04%
Max(CAGR)
JCPB
+2.82%
Winner
ESGV
+14.56%
JCPB vs ESGV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | ESGV |
|---|---|---|
| 2026 | +0.90% | +7.85% |
| 2025 | +7.95% | +16.78% |
| 2024 | +3.38% | +25.78% |
| 2023 | +6.57% | +31.30% |
| 2022 | -12.45% | -24.39% |
| 2021 | -0.46% | +28.15% |
| 2020 | +8.93% | +24.59% |
| 2019 | +7.76% | +33.24% |
| 2018 | N/A | -14.58% |
JCPB vs ESGV Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current JCPB drawdown is -1.22%.
| Rank | JCPB | ESGV |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -33.67% Feb 19, 2020 - Jul 22, 2020 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -28.81% Dec 27, 2021 - Jan 19, 2024 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -20.41% Feb 19, 2025 - Jun 27, 2025 |
| #4 | -2.63% Feb 27, 2026 - Mar 26, 2026 | -19.89% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -11.60% Jan 12, 2026 - Apr 17, 2026 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -9.63% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -9.31% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -7.03% May 3, 2019 - Jun 20, 2019 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -6.38% Mar 28, 2024 - May 15, 2024 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -6.26% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -5.94% Oct 28, 2025 - Dec 23, 2025 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -5.83% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -5.79% Feb 12, 2021 - Apr 1, 2021 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -4.82% Nov 16, 2021 - Dec 27, 2021 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -4.59% Apr 29, 2021 - Jun 10, 2021 |
Correlation
Correlation between JCPB and ESGV is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2018 - 2026)
JCPB vs ESGV dividend yield comparison.
| Year | JCPB | ESGV |
|---|---|---|
| 2026 | 1.62% | 0.23% |
| 2025 | 4.90% | 0.91% |
| 2024 | 5.16% | 1.04% |
| 2023 | 4.32% | 1.16% |
| 2022 | 3.01% | 1.42% |
| 2021 | 2.19% | 0.95% |
| 2020 | 2.97% | 1.11% |
| 2019 | 3.01% | 1.27% |
| 2018 | 0.00% | 0.28% |
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