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JFLX vs UTES

Comparison between JPMorgan Flexible Debt ETF (JFLX, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

JFLX vs UTES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JFLX
$1.40B
UTES
$1.40B
Expense Ratio
Winner
JFLX
0.45%
UTES
0.49%
Max Drawdown
Winner
JFLX
2.76%
UTES
35.71%
Sharpe Ratio
JFLX
0.37
Winner
UTES
0.51
5Y Beta
Winner
JFLX
0.14
UTES
0.72
P/E Ratio
JFLX
N/A
UTES
27.29
Forward P/E
JFLX
N/A
UTES
19.98
PEG Ratio
JFLX
N/A
UTES
1.05
5Y Dividends CAGR
JFLX
N/A
UTES
1.74%
5Y EPS CAGR
JFLX
N/A
UTES
8.87%
Debt to Equity
JFLX
N/A
UTES
219.65%
P/S Ratio
JFLX
N/A
UTES
3.09
P/B Ratio
JFLX
N/A
UTES
3.07

JFLX vs UTES - Historical Returns

Returns include dividend reinvestment.

1M
JFLX
+1.05%
Winner
UTES
+1.25%
3M
JFLX
+2.37%
Winner
UTES
+5.63%
6M
JFLX
+2.32%
Winner
UTES
+4.75%
1Y
JFLX
N/A
UTES
+11.50%
5Y(CAGR)
JFLX
N/A
UTES
+17.20%
10Y(CAGR)
JFLX
N/A
UTES
+12.80%
Max(CAGR)
JFLX
+4.76%
Winner
UTES
+14.23%

JFLX vs UTES - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearJFLXUTES
2026+2.08%+2.92%
2025+1.26%+22.66%
2024N/A+43.95%
2023N/A-1.97%
2022N/A+1.90%
2021N/A+23.82%
2020N/A+1.59%
2019N/A+27.65%
2018N/A+6.28%
2017N/A+14.80%
2016N/A+16.95%
2015N/A+5.54%

JFLX vs UTES Drawdown Comparison

The maximum drawdown for JFLX was -2.36%, occurring on Mar 27, 2026. Recovery took 61 trading sessions.

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current JFLX drawdown is -0.22%. The current UTES drawdown is -4.76%.

RankJFLXUTES
#1-2.36%
Feb 27, 2026 - May 27, 2026
-35.37%
Feb 18, 2020 - Apr 20, 2021
#2-0.56%
Oct 28, 2025 - Nov 28, 2025
-20.39%
Sep 12, 2022 - Apr 25, 2024
#3-0.52%
Oct 1, 2025 - Oct 15, 2025
-17.62%
Jan 24, 2025 - May 19, 2025
#4-0.48%
Jun 1, 2026 - Jun 12, 2026
-15.99%
Apr 8, 2022 - Aug 12, 2022
#5-0.39%
Jun 15, 2026 - Jun 17, 2026
-13.88%
Oct 15, 2025 - Feb 4, 2026
#6-0.38%
Dec 3, 2025 - Dec 19, 2025
-13.20%
Nov 27, 2017 - Jul 6, 2018
#7-0.24%
Jan 29, 2026 - Feb 6, 2026
-12.43%
Jul 6, 2016 - Mar 24, 2017
#8-0.21%
Jan 13, 2026 - Jan 23, 2026
-10.42%
Nov 26, 2024 - Jan 16, 2025
#9-0.19%
Nov 28, 2025 - Dec 2, 2025
-9.80%
Dec 31, 2021 - Mar 24, 2022
#10-0.16%
Feb 17, 2026 - Feb 26, 2026
-8.97%
Dec 13, 2018 - Feb 21, 2019
#11-0.07%
Dec 30, 2025 - Jan 2, 2026
-8.59%
Sep 2, 2021 - Dec 6, 2021
#12-0.06%
Oct 20, 2025 - Oct 23, 2025
-7.78%
Oct 4, 2024 - Nov 18, 2024
#13-0.04%
Feb 10, 2026 - Feb 13, 2026
-6.74%
Aug 4, 2025 - Oct 1, 2025
#14-0.02%
Jan 5, 2026 - Jan 7, 2026
-6.63%
Sep 30, 2019 - Jan 15, 2020
#15-0.02%
Jan 7, 2026 - Jan 9, 2026
-6.45%
May 31, 2024 - Aug 15, 2024

Correlation

Correlation between JFLX and UTES is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

Dividend Comparison (2015 - 2026)

JFLX vs UTES dividend yield comparison.

YearJFLXUTES
20262.00%0.69%
20251.27%1.42%
20240.00%1.51%
20230.00%2.44%
20220.00%2.13%
20210.00%1.94%
20200.00%2.09%
20190.00%1.84%
20180.00%2.09%
20170.00%3.44%
20160.00%3.53%
20150.00%0.61%

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