JCPB vs SUB

Comparison between JPMorgan Core Plus Bond ETF (JCPB, ETF) and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF).

5-Year PerformanceSUB has outperformed JCPB, delivering a return of +1.4% compared to +1.2%

JCPB vs SUB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JCPB(ETF)	SUB(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.38%	0.07%
Max Drawdown	22.96%	11.72%
Sharpe Ratio	0.61	-0.24
5Y Beta	0.04	0.00
5Y Dividends CAGR	9.35%	19.17%

Net Assets

JCPB

$11B

SUB

$11B

Expense Ratio

JCPB

0.38%

Winner

SUB

0.07%

Max Drawdown

JCPB

22.96%

Winner

SUB

11.72%

Sharpe Ratio

Winner

JCPB

0.61

SUB

-0.24

5Y Beta

JCPB

0.04

Winner

SUB

0.00

5Y Dividends CAGR

JCPB

9.35%

Winner

SUB

19.17%

JCPB vs SUB - Historical Returns

Returns include dividend reinvestment.

Period	JCPB	SUB
1 month	+0.09%	+0.05%
3 months	+0.12%	-0.17%
6 months	+1.38%	+1.24%
1 year	+6.59%	+3.43%
5 years(CAGR)	+1.18%	+1.43%
10 years(CAGR)	N/A	+1.45%
Max(CAGR)	+2.82%	+1.58%

Winner

JCPB

+0.09%

SUB

+0.05%

Winner

JCPB

+0.12%

SUB

-0.17%

Winner

JCPB

+1.38%

SUB

+1.24%

Winner

JCPB

+6.59%

SUB

+3.43%

5Y(CAGR)

JCPB

+1.18%

Winner

SUB

+1.43%

10Y(CAGR)

JCPB

N/A

SUB

+1.45%

Max(CAGR)

Winner

JCPB

+2.82%

SUB

+1.58%

JCPB vs SUB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	JCPB	SUB
2026	+0.90%	+0.51%
2025	+7.95%	+3.55%
2024	+3.38%	+2.26%
2023	+6.57%	+2.83%
2022	-12.45%	-2.02%
2021	-0.46%	+0.17%
2020	+8.93%	+2.58%
2019	+7.76%	+3.00%
2018	N/A	+1.88%
2017	N/A	+0.83%
2016	N/A	+0.01%
2015	N/A	+0.71%
2014	N/A	+0.54%
2013	N/A	+0.77%
2012	N/A	+0.41%
2011	N/A	+3.85%
2010	N/A	+0.55%
2009	N/A	+4.28%
2008	N/A	+1.68%

JCPB vs SUB Drawdown Comparison

The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current JCPB drawdown is -1.22%. The current SUB drawdown is -0.35%.

Rank	JCPB	SUB
#1	-16.68% Sep 14, 2021 - Aug 1, 2025	-9.46% Mar 6, 2020 - May 19, 2020
#2	-6.03% Mar 6, 2020 - Jun 23, 2020	-6.40% Jan 16, 2009 - Sep 12, 2011
#3	-3.48% Dec 31, 2020 - Aug 2, 2021	-4.92% Jan 13, 2009 - Jan 16, 2009
#4	-2.63% Feb 27, 2026 - Mar 26, 2026	-4.35% Jul 22, 2021 - Dec 13, 2023
#5	-2.12% Sep 5, 2019 - Oct 3, 2019	-2.43% Mar 1, 2013 - Oct 24, 2013
#6	-1.97% Oct 7, 2019 - Jan 24, 2020	-1.71% Aug 24, 2016 - May 23, 2017
#7	-1.49% Aug 4, 2020 - Nov 30, 2020	-1.46% Jan 17, 2012 - Mar 1, 2013
#8	-1.05% Oct 28, 2025 - Nov 25, 2025	-1.25% Sep 7, 2017 - Nov 29, 2018
#9	-0.88% Aug 3, 2021 - Sep 14, 2021	-1.23% Apr 4, 2025 - May 29, 2025
#10	-0.83% Nov 26, 2025 - Jan 13, 2026	-0.92% Oct 2, 2024 - Jan 27, 2025
#11	-0.71% Jul 5, 2019 - Aug 2, 2019	-0.87% Jan 30, 2015 - Oct 2, 2015
#12	-0.68% Sep 16, 2025 - Oct 13, 2025	-0.80% Feb 23, 2026 - Mar 24, 2026
#13	-0.65% Jan 14, 2026 - Feb 5, 2026	-0.77% Aug 15, 2019 - Nov 27, 2019
#14	-0.56% Apr 1, 2019 - May 7, 2019	-0.75% Sep 12, 2011 - Dec 2, 2011
#15	-0.53% Jan 31, 2020 - Feb 10, 2020	-0.68% Dec 27, 2023 - May 8, 2024

Correlation

Correlation between JCPB and SUB is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2008 - 2026)

JCPB vs SUB dividend yield comparison.

Year	JCPB	SUB
2026	1.62%	0.85%
2025	4.90%	2.42%
2024	5.16%	2.10%
2023	4.32%	1.73%
2022	3.01%	0.86%
2021	2.19%	0.72%
2020	2.97%	1.23%
2019	3.01%	1.58%
2018	0.00%	1.32%
2017	0.00%	0.95%
2016	0.00%	0.75%
2015	0.00%	0.77%
2014	0.00%	0.76%
2013	0.00%	0.84%
2012	0.00%	0.99%
2011	0.00%	1.27%
2010	0.00%	1.28%
2009	0.00%	1.44%
2008	0.00%	0.33%