JCPB vs MGV
Comparison between JPMORGAN CORE PLUS BOND ETF (JCPB, ETF) and VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF).
5-Year PerformanceMGV has outperformed JCPB, delivering a return of +13.4% compared to +1.1%
JCPB vs MGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCPB
$12B
Winner
MGV
$13B
Expense Ratio
JCPB
0.38%
Winner
MGV
0.05%
Max Drawdown
Winner
JCPB
22.96%
MGV
57.07%
Sharpe Ratio
JCPB
0.54
Winner
MGV
2.24
5Y Beta
Winner
JCPB
0.05
MGV
0.65
P/E Ratio
JCPB
N/A
MGV
21.96
Forward P/E
JCPB
N/A
MGV
17.94
PEG Ratio
JCPB
N/A
MGV
0.42
5Y Dividends CAGR
JCPB
7.91%
Winner
MGV
11.56%
5Y EPS CAGR
JCPB
N/A
MGV
11.47%
Debt to Equity
JCPB
N/A
MGV
30.34%
JCPB vs MGV - Holdings Comparison
JCPB and MGV have 1 common holdings. Overlap is -0.10%
JCPB's top 25 holdings weight is 40.80%. MGV's top 25 holdings weight is 48.78%.
| Rank | JCPB | MGV |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | JPMORGAN CHASE & CO (JPM) - 3.94% |
| #2 | n/a (n/a) - 4.59% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.22% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | EXXON MOBIL CORP (XOM) - 3.18% |
| #4 | n/a (n/a) - 2.95% | MICRON TECHNOLOGY INC (MU) - 2.88% |
| #5 | n/a (n/a) - 2.90% | WALMART INC (WMT) - 2.86% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | JOHNSON & JOHNSON (JNJ) - 2.74% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | COSTCO WHOLESALE CORP (COST) - 2.23% |
| #8 | n/a (n/a) - 1.80% | CATERPILLAR INC (CAT) - 2.05% |
| #9 | n/a (n/a) - 1.35% | INTEL CORP (INTC) - 1.87% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | ABBVIE INC (ABBV) - 1.85% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | CHEVRON CORP (CVX) - 1.81% |
| #12 | n/a (n/a) - 1.09% | PROCTER & GAMBLE CO (PG) - 1.69% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | BANK OF AMERICA CORP (BAC) - 1.68% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | UNITEDHEALTH GROUP INC (UNH) - 1.66% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | THE HOME DEPOT INC (HD) - 1.62% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% | CISCO SYSTEMS INC (CSCO) - 1.61% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% | APPLIED MATERIALS INC (AMAT) - 1.55% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | GE AEROSPACE (GE) - 1.43% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | COCA-COLA CO (KO) - 1.34% |
| #20 | n/a (n/a) - 0.67% | MERCK & CO INC (MRK) - 1.33% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | THE GOLDMAN SACHS GROUP INC (GS) - 1.29% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.27% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | TEXAS INSTRUMENTS INC (TXN) - 1.26% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | WELLS FARGO & CO (WFC) - 1.25% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | RTX CORP (RTX) - 1.17% |
| Total Holdings | 1670 | 129 |
JCPB vs MGV - Historical Returns
Returns include dividend reinvestment.
1M
JCPB
+1.35%
Winner
MGV
+4.93%
3M
JCPB
+0.65%
Winner
MGV
+12.05%
6M
JCPB
+0.95%
Winner
MGV
+16.45%
1Y
JCPB
+5.73%
Winner
MGV
+29.15%
5Y(CAGR)
JCPB
+1.06%
Winner
MGV
+13.45%
10Y(CAGR)
JCPB
N/A
MGV
+13.14%
Max(CAGR)
JCPB
+2.80%
Winner
MGV
+9.33%
JCPB vs MGV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | MGV |
|---|---|---|
| 2026 | +1.04% | +14.56% |
| 2025 | +7.95% | +15.69% |
| 2024 | +3.38% | +16.14% |
| 2023 | +6.57% | +9.44% |
| 2022 | -12.45% | -1.69% |
| 2021 | -0.46% | +27.43% |
| 2020 | +8.93% | +1.87% |
| 2019 | +7.76% | +25.48% |
| 2018 | N/A | -4.44% |
| 2017 | N/A | +16.00% |
| 2016 | N/A | +18.26% |
| 2015 | N/A | -0.17% |
| 2014 | N/A | +13.94% |
| 2013 | N/A | +28.83% |
| 2012 | N/A | +13.14% |
| 2011 | N/A | +0.18% |
| 2010 | N/A | +11.13% |
| 2009 | N/A | +12.92% |
| 2008 | N/A | -34.86% |
| 2007 | N/A | -0.46% |
JCPB vs MGV Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The current JCPB drawdown is -1.08%. The current MGV drawdown is -0.50%.
| Rank | JCPB | MGV |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -55.86% Dec 27, 2007 - Oct 18, 2012 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -35.41% Jan 17, 2020 - Dec 4, 2020 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -16.63% Sep 21, 2018 - Apr 23, 2019 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -16.55% Apr 20, 2022 - Jul 20, 2023 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -13.18% Feb 19, 2025 - Jul 1, 2025 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -12.88% May 21, 2015 - Apr 18, 2016 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -11.02% Jan 26, 2018 - Sep 14, 2018 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -9.07% Jul 24, 2023 - Dec 13, 2023 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -7.73% Oct 18, 2012 - Jan 2, 2013 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -7.68% Sep 19, 2014 - Nov 6, 2014 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -7.06% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -6.71% Jan 11, 2022 - Mar 29, 2022 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -6.55% Jul 29, 2019 - Oct 22, 2019 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -6.41% Feb 11, 2026 - Apr 30, 2026 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -6.00% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between JCPB and MGV is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2008 - 2026)
JCPB vs MGV dividend yield comparison.
| Year | JCPB | MGV |
|---|---|---|
| 2026 | 2.02% | 0.49% |
| 2025 | 4.90% | 2.04% |
| 2024 | 5.16% | 2.31% |
| 2023 | 4.32% | 2.48% |
| 2022 | 3.01% | 2.45% |
| 2021 | 2.19% | 2.17% |
| 2020 | 2.97% | 2.47% |
| 2019 | 3.01% | 2.69% |
| 2018 | 0.00% | 2.65% |
| 2017 | 0.00% | 2.34% |
| 2016 | 0.00% | 2.53% |
| 2015 | 0.00% | 2.59% |
| 2014 | 0.00% | 2.26% |
| 2013 | 0.00% | 2.29% |
| 2012 | 0.00% | 2.80% |
| 2011 | 0.00% | 2.75% |
| 2010 | 0.00% | 2.37% |
| 2009 | 0.00% | 3.01% |
| 2008 | 0.00% | 3.39% |
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