JDIV vs WTMU

Comparison between JPMORGAN DIVIDEND LEADERS ETF (JDIV, ETF) and WISDOMTREE CORE LADDERED MUNICIPAL FUND (WTMU, ETF).

JDIV vs WTMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JDIV(ETF)	WTMU(ETF)
Net Assets	$11M	$11M
Expense Ratio	0.47%	0.25%
Max Drawdown	13.85%	4.24%
Sharpe Ratio	0.76	0.87
5Y Beta	0.75	0.02
P/E Ratio	20.10	N/A
Forward P/E	15.39	N/A
PEG Ratio	0.25	N/A
5Y EPS CAGR	14.77%	N/A
Debt to Equity	-63.57%	N/A
P/S Ratio	3.22	N/A
P/B Ratio	3.67	N/A

Net Assets

JDIV

$11M

Winner

WTMU

$11M

Expense Ratio

JDIV

0.47%

Winner

WTMU

0.25%

Max Drawdown

JDIV

13.85%

Winner

WTMU

4.24%

Sharpe Ratio

JDIV

0.76

Winner

WTMU

0.87

5Y Beta

JDIV

0.75

Winner

WTMU

0.02

P/E Ratio

JDIV

20.10

WTMU

N/A

Forward P/E

JDIV

15.39

WTMU

N/A

PEG Ratio

JDIV

0.25

WTMU

N/A

5Y EPS CAGR

JDIV

14.77%

WTMU

N/A

Debt to Equity

JDIV

-63.57%

WTMU

N/A

P/S Ratio

JDIV

3.22

WTMU

N/A

P/B Ratio

JDIV

3.67

WTMU

N/A

JDIV vs WTMU - Historical Returns

Returns include dividend reinvestment.

Period	JDIV	WTMU
1 month	-0.50%	+0.43%
3 months	+2.03%	-0.69%
6 months	+3.68%	+0.90%
1 year	+12.89%	+5.71%
Max(CAGR)	+9.73%	+4.73%

JDIV

-0.50%

Winner

WTMU

+0.43%

Winner

JDIV

+2.03%

WTMU

-0.69%

Winner

JDIV

+3.68%

WTMU

+0.90%

Winner

JDIV

+12.89%

WTMU

+5.71%

Max(CAGR)

Winner

JDIV

+9.73%

WTMU

+4.73%

JDIV vs WTMU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	JDIV	WTMU
2026	+3.14%	+0.45%
2025	+19.20%	+5.09%
2024	-5.27%	N/A

JDIV vs WTMU Drawdown Comparison

The maximum drawdown for JDIV was -13.34%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.

The maximum drawdown for WTMU was -4.24%, occurring on Apr 8, 2025. Recovery took 50 trading sessions.

The current JDIV drawdown is -2.68%. The current WTMU drawdown is -1.52%.

Rank	JDIV	WTMU
#1	-13.34% Feb 20, 2025 - May 12, 2025	-4.24% Apr 4, 2025 - Jun 17, 2025
#2	-9.28% Feb 25, 2026 - May 6, 2026	-2.72% Feb 27, 2026 - Mar 27, 2026
#3	-6.50% Oct 18, 2024 - Feb 20, 2025	-0.63% Jul 9, 2025 - Aug 1, 2025
#4	-4.52% Oct 27, 2025 - Dec 11, 2025	-0.46% Sep 17, 2025 - Oct 10, 2025
#5	-3.08% Oct 6, 2025 - Oct 27, 2025	-0.27% Jan 16, 2026 - Jan 27, 2026
#6	-2.82% Jul 23, 2025 - Aug 13, 2025	-0.23% Oct 28, 2025 - Nov 11, 2025
#7	-2.73% May 6, 2026 - Jun 2, 2026	-0.23% Nov 11, 2025 - Dec 16, 2025
#8	-2.68% Jun 2, 2026 - Jun 5, 2026	-0.20% Aug 13, 2025 - Aug 22, 2025
#9	-2.64% Dec 11, 2025 - Jan 5, 2026	-0.14% Aug 27, 2025 - Sep 4, 2025
#10	-2.06% Aug 22, 2025 - Sep 15, 2025	-0.12% Aug 22, 2025 - Aug 27, 2025
#11	-1.92% Jun 12, 2025 - Jun 24, 2025	-0.10% Jul 3, 2025 - Jul 9, 2025
#12	-1.85% Jan 27, 2026 - Feb 6, 2026	-0.10% Jan 9, 2026 - Jan 13, 2026
#13	-1.84% May 20, 2025 - Jun 4, 2025	-0.08% Jan 30, 2026 - Feb 3, 2026
#14	-1.81% Jan 16, 2026 - Jan 27, 2026	-0.06% Jun 24, 2025 - Jun 26, 2025
#15	-1.29% Sep 26, 2024 - Oct 14, 2024	-0.06% Aug 7, 2025 - Aug 13, 2025