JMBS vs COPX

Comparison between JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS, ETF) and GLOBAL X COPPER MINERS ETF (COPX, ETF).

5-Year PerformanceCOPX has outperformed JMBS, delivering a return of +16.9% compared to +0.8%

JMBS vs COPX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMBS(ETF)	COPX(ETF)
Net Assets	$6.60B	$6.70B
Expense Ratio	0.21%	0.65%
Max Drawdown	22.48%	85.41%
Sharpe Ratio	0.70	2.21
5Y Beta	0.04	1.35
5Y Dividends CAGR	12.04%	40.45%

Net Assets

JMBS

$6.60B

Winner

COPX

$6.70B

Expense Ratio

Winner

JMBS

0.21%

COPX

0.65%

Max Drawdown

Winner

JMBS

22.48%

COPX

85.41%

Sharpe Ratio

JMBS

0.70

Winner

COPX

2.21

5Y Beta

Winner

JMBS

0.04

COPX

1.35

5Y Dividends CAGR

JMBS

12.04%

Winner

COPX

40.45%

JMBS vs COPX - Historical Returns

Returns include dividend reinvestment.

Period	JMBS	COPX
1 month	+0.11%	+4.80%
3 months	+0.24%	-3.44%
6 months	+1.79%	+44.49%
1 year	+7.59%	+127.77%
5 years(CAGR)	+0.80%	+16.88%
10 years(CAGR)	N/A	+21.83%
Max(CAGR)	+2.40%	+6.51%

JMBS

+0.11%

Winner

COPX

+4.80%

Winner

JMBS

+0.24%

COPX

-3.44%

JMBS

+1.79%

Winner

COPX

+44.49%

JMBS

+7.59%

Winner

COPX

+127.77%

5Y(CAGR)

JMBS

+0.80%

Winner

COPX

+16.88%

10Y(CAGR)

JMBS

N/A

COPX

+21.83%

Max(CAGR)

JMBS

+2.40%

Winner

COPX

+6.51%

JMBS vs COPX - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	JMBS	COPX
2026	+1.32%	+17.67%
2025	+8.67%	+91.73%
2024	+2.14%	+4.40%
2023	+5.34%	+7.39%
2022	-11.28%	-0.34%
2021	-0.50%	+17.77%
2020	+5.74%	+48.76%
2019	+6.91%	+13.16%
2018	+1.53%	-33.02%
2017	N/A	+34.67%
2016	N/A	+75.40%
2015	N/A	-46.25%
2014	N/A	-19.27%
2013	N/A	-30.56%
2012	N/A	-0.43%
2011	N/A	-32.07%
2010	N/A	+36.20%

JMBS vs COPX Drawdown Comparison

The maximum drawdown for JMBS was -16.68%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

The maximum drawdown for COPX was -83.13%, occurring on Jan 20, 2016. Recovery took 3272 trading sessions.

The current JMBS drawdown is -1.10%. The current COPX drawdown is -10.17%.

Rank	JMBS	COPX
#1	-16.68% Aug 3, 2021 - Sep 5, 2025	-83.13% Apr 6, 2011 - Apr 9, 2024
#2	-4.28% Mar 9, 2020 - May 1, 2020	-39.71% May 20, 2024 - Sep 10, 2025
#3	-2.98% Feb 27, 2026 - Mar 26, 2026	-29.25% Apr 20, 2010 - Sep 20, 2010
#4	-1.46% Sep 13, 2018 - Dec 4, 2018	-27.82% Feb 27, 2026 - Mar 20, 2026
#5	-0.97% Feb 3, 2021 - Aug 2, 2021	-15.82% Feb 7, 2011 - Apr 5, 2011
#6	-0.93% Oct 28, 2025 - Nov 25, 2025	-13.71% Jan 29, 2026 - Feb 25, 2026
#7	-0.78% Sep 15, 2025 - Oct 10, 2025	-10.46% Oct 13, 2025 - Nov 28, 2025
#8	-0.68% Nov 26, 2025 - Dec 18, 2025	-9.10% Nov 11, 2010 - Dec 6, 2010
#9	-0.67% Jun 11, 2020 - Aug 4, 2020	-7.89% Jan 18, 2011 - Feb 7, 2011
#10	-0.65% Jan 14, 2026 - Feb 5, 2026	-6.75% Oct 13, 2010 - Nov 4, 2010
#11	-0.58% Mar 27, 2019 - May 7, 2019	-5.87% Jan 3, 2011 - Jan 18, 2011
#12	-0.53% Sep 4, 2019 - Oct 2, 2019	-5.72% Oct 8, 2025 - Oct 13, 2025
#13	-0.49% Jan 4, 2019 - Jan 31, 2019	-5.10% Apr 29, 2024 - May 13, 2024
#14	-0.48% Dec 30, 2025 - Jan 9, 2026	-4.99% Apr 9, 2024 - Apr 26, 2024
#15	-0.44% Oct 7, 2019 - Nov 5, 2019	-3.61% Dec 26, 2025 - Jan 5, 2026

Correlation

Correlation between JMBS and COPX is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (2010 - 2026)

JMBS vs COPX dividend yield comparison.

Year	JMBS	COPX
2026	1.74%	0.00%
2025	5.03%	2.68%
2024	5.53%	1.80%
2023	4.38%	2.39%
2022	2.73%	3.14%
2021	1.16%	1.48%
2020	2.92%	1.30%
2019	3.64%	1.37%
2018	0.89%	2.59%
2017	0.00%	1.57%
2016	0.00%	0.60%
2015	0.00%	1.20%
2014	0.00%	2.31%
2013	0.00%	0.71%
2012	0.00%	3.29%
2011	0.00%	7.06%
2010	0.00%	0.47%