JCPB vs VPU
Comparison between JPMorgan Core Plus Bond ETF (JCPB, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
5-Year PerformanceVPU has outperformed JCPB, delivering a return of +9.4% compared to +1.2%
JCPB vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JCPB
$11B
VPU
$11B
Expense Ratio
JCPB
0.38%
Winner
VPU
0.09%
Max Drawdown
Winner
JCPB
22.96%
VPU
48.41%
Sharpe Ratio
JCPB
0.61
Winner
VPU
0.74
5Y Beta
Winner
JCPB
0.04
VPU
0.34
P/E Ratio
JCPB
N/A
VPU
21.08
Forward P/E
JCPB
N/A
VPU
18.99
5Y Dividends CAGR
JCPB
9.35%
Winner
VPU
12.72%
5Y EPS CAGR
JCPB
N/A
VPU
12.68%
Debt to Equity
JCPB
N/A
VPU
130.57%
P/S Ratio
JCPB
N/A
VPU
2.93
P/B Ratio
JCPB
N/A
VPU
2.39
JCPB vs VPU - Holdings Comparison
JCPB and VPU have 1 common holdings. Overlap is -0.10%
JCPB's top 25 holdings weight is 40.80%. VPU's top 25 holdings weight is 83.01%.
| Rank | JCPB | VPU |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | NEXTERA ENERGY INC (NEE) - 12.15% |
| #2 | n/a (n/a) - 4.59% | SOUTHERN CO (SO) - 6.75% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | DUKE ENERGY CORP (DUK) - 6.47% |
| #4 | n/a (n/a) - 2.95% | CONSTELLATION ENERGY CORP (CEG) - 5.46% |
| #5 | n/a (n/a) - 2.90% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.45% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | SEMPRA (SRE) - 4.03% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | DOMINION ENERGY INC (D) - 3.35% |
| #8 | n/a (n/a) - 1.80% | VISTRA CORP (VST) - 3.24% |
| #9 | n/a (n/a) - 1.35% | ENTERGY CORP (ETR) - 3.19% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | XCEL ENERGY INC (XEL) - 2.98% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | EXELON CORP (EXC) - 2.87% |
| #12 | n/a (n/a) - 1.09% | CONSOLIDATED EDISON INC (ED) - 2.59% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | PG&E CORP (PCG) - 2.45% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | WEC ENERGY GROUP INC (WEC) - 2.39% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% | DTE ENERGY CO (DTE) - 1.93% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% | ATMOS ENERGY CORP (ATO) - 1.90% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | AMEREN CORP (AEE) - 1.89% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | NRG ENERGY INC (NRG) - 1.87% |
| #20 | n/a (n/a) - 0.67% | EDISON INTERNATIONAL (EIX) - 1.79% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | CENTERPOINT ENERGY INC (CNP) - 1.79% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | PPL CORP (PPL) - 1.79% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | FIRSTENERGY CORP (FE) - 1.77% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | AMERICAN WATER WORKS CO INC (AWK) - 1.69% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | EVERSOURCE ENERGY (ES) - 1.65% |
| Total Holdings | 1670 | 71 |
JCPB vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JCPB
+0.09%
VPU
-4.05%
3M
JCPB
+0.12%
Winner
VPU
+3.43%
6M
Winner
JCPB
+1.38%
VPU
+1.10%
1Y
JCPB
+6.59%
Winner
VPU
+14.94%
5Y(CAGR)
JCPB
+1.18%
Winner
VPU
+9.36%
10Y(CAGR)
JCPB
N/A
VPU
+9.49%
Max(CAGR)
JCPB
+2.82%
Winner
VPU
+9.82%
JCPB vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | VPU |
|---|---|---|
| 2026 | +0.90% | +4.25% |
| 2025 | +7.95% | +15.69% |
| 2024 | +3.38% | +21.44% |
| 2023 | +6.57% | -7.47% |
| 2022 | -12.45% | +1.95% |
| 2021 | -0.46% | +20.23% |
| 2020 | +8.93% | +0.48% |
| 2019 | +7.76% | +27.23% |
| 2018 | N/A | +5.28% |
| 2017 | N/A | +12.90% |
| 2016 | N/A | +18.00% |
| 2015 | N/A | -5.35% |
| 2014 | N/A | +28.95% |
| 2013 | N/A | +12.65% |
| 2012 | N/A | +3.49% |
| 2011 | N/A | +18.22% |
| 2010 | N/A | +6.57% |
| 2009 | N/A | +9.14% |
| 2008 | N/A | -27.21% |
| 2007 | N/A | +16.61% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | +16.00% |
| 2004 | N/A | +20.60% |
JCPB vs VPU Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current JCPB drawdown is -1.22%. The current VPU drawdown is -5.20%.
| Rank | JCPB | VPU |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -2.63% Feb 27, 2026 - Mar 26, 2026 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between JCPB and VPU is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2004 - 2026)
JCPB vs VPU dividend yield comparison.
| Year | JCPB | VPU |
|---|---|---|
| 2026 | 1.62% | 0.66% |
| 2025 | 4.90% | 2.73% |
| 2024 | 5.16% | 3.02% |
| 2023 | 4.32% | 3.49% |
| 2022 | 3.01% | 2.98% |
| 2021 | 2.19% | 2.70% |
| 2020 | 2.97% | 3.17% |
| 2019 | 3.01% | 2.83% |
| 2018 | 0.00% | 3.23% |
| 2017 | 0.00% | 3.18% |
| 2016 | 0.00% | 3.19% |
| 2015 | 0.00% | 3.63% |
| 2014 | 0.00% | 3.02% |
| 2013 | 0.00% | 3.76% |
| 2012 | 0.00% | 3.98% |
| 2011 | 0.00% | 3.46% |
| 2010 | 0.00% | 3.79% |
| 2009 | 0.00% | 3.79% |
| 2008 | 0.00% | 3.87% |
| 2007 | 0.00% | 2.50% |
| 2006 | 0.00% | 2.85% |
| 2005 | 0.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
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