JMBS vs INDA

Comparison between JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS, ETF) and ISHARES MSCI INDIA ETF (INDA, ETF).

5-Year PerformanceINDA has outperformed JMBS, delivering a return of +4.6% compared to +0.8%

JMBS vs INDA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMBS(ETF)	INDA(ETF)
Net Assets	$6.60B	$6.70B
Expense Ratio	0.21%	0.61%
Max Drawdown	22.48%	46.14%
Sharpe Ratio	0.70	-0.60
5Y Beta	0.04	0.46
5Y Dividends CAGR	12.04%	-8.35%

Net Assets

JMBS

$6.60B

Winner

INDA

$6.70B

Expense Ratio

Winner

JMBS

0.21%

INDA

0.61%

Max Drawdown

Winner

JMBS

22.48%

INDA

46.14%

Sharpe Ratio

Winner

JMBS

0.70

INDA

-0.60

5Y Beta

Winner

JMBS

0.04

INDA

0.46

5Y Dividends CAGR

Winner

JMBS

12.04%

INDA

-8.35%

JMBS vs INDA - Historical Returns

Returns include dividend reinvestment.

Period	JMBS	INDA
1 month	+0.11%	+1.16%
3 months	+0.24%	-6.74%
6 months	+1.79%	-7.27%
1 year	+7.59%	-3.30%
5 years(CAGR)	+0.80%	+4.64%
10 years(CAGR)	N/A	+7.61%
Max(CAGR)	+2.40%	+5.54%

JMBS

+0.11%

Winner

INDA

+1.16%

Winner

JMBS

+0.24%

INDA

-6.74%

Winner

JMBS

+1.79%

INDA

-7.27%

Winner

JMBS

+7.59%

INDA

-3.30%

5Y(CAGR)

JMBS

+0.80%

Winner

INDA

+4.64%

10Y(CAGR)

JMBS

N/A

INDA

+7.61%

Max(CAGR)

JMBS

+2.40%

Winner

INDA

+5.54%

JMBS vs INDA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	JMBS	INDA
2026	+1.32%	-8.65%
2025	+8.67%	+1.22%
2024	+2.14%	+8.95%
2023	+5.34%	+16.71%
2022	-11.28%	-10.39%
2021	-0.50%	+21.22%
2020	+5.74%	+13.44%
2019	+6.91%	+7.78%
2018	+1.53%	-6.87%
2017	N/A	+35.47%
2016	N/A	+0.48%
2015	N/A	-8.46%
2014	N/A	+27.77%
2013	N/A	-6.75%
2012	N/A	-1.36%

JMBS vs INDA Drawdown Comparison

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

The maximum drawdown for INDA was -45.08%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current JMBS drawdown is -1.10%. The current INDA drawdown is -15.19%.

Rank	JMBS	INDA
#1	-16.68% Aug 3, 2021 - Sep 5, 2025	-45.08% Jan 23, 2018 - Dec 1, 2020
#2	-4.28% Mar 9, 2020 - May 1, 2020	-29.62% Feb 1, 2013 - May 12, 2014
#3	-2.98% Feb 27, 2026 - Mar 26, 2026	-28.72% Mar 3, 2015 - Jun 2, 2017
#4	-1.46% Sep 13, 2018 - Dec 4, 2018	-26.46% Feb 21, 2012 - Jan 18, 2013
#5	-0.97% Feb 3, 2021 - Aug 2, 2021	-22.72% Sep 26, 2024 - Mar 30, 2026
#6	-0.93% Oct 28, 2025 - Nov 25, 2025	-21.57% Jan 12, 2022 - Dec 18, 2023
#7	-0.78% Sep 15, 2025 - Oct 10, 2025	-11.64% Nov 21, 2014 - Jan 20, 2015
#8	-0.68% Nov 26, 2025 - Dec 18, 2025	-9.73% Mar 11, 2021 - May 26, 2021
#9	-0.67% Jun 11, 2020 - Aug 4, 2020	-8.56% Nov 12, 2021 - Jan 11, 2022
#10	-0.65% Jan 14, 2026 - Feb 5, 2026	-7.29% Aug 4, 2017 - Oct 27, 2017
#11	-0.58% Mar 27, 2019 - May 7, 2019	-7.23% Sep 5, 2014 - Nov 18, 2014
#12	-0.53% Sep 4, 2019 - Oct 2, 2019	-6.79% Jan 20, 2021 - Feb 3, 2021
#13	-0.49% Jan 4, 2019 - Jan 31, 2019	-6.09% Jun 3, 2024 - Jun 14, 2024
#14	-0.48% Dec 30, 2025 - Jan 9, 2026	-5.48% Nov 6, 2017 - Dec 20, 2017
#15	-0.44% Oct 7, 2019 - Nov 5, 2019	-4.92% Aug 12, 2014 - Sep 5, 2014

Correlation

Correlation between JMBS and INDA is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2012 - 2026)

JMBS vs INDA dividend yield comparison.

Year	JMBS	INDA
2026	1.74%	0.00%
2025	5.03%	0.00%
2024	5.53%	0.76%
2023	4.38%	0.16%
2022	2.73%	0.00%
2021	1.16%	6.44%
2020	2.92%	0.27%
2019	3.64%	0.99%
2018	0.89%	0.94%
2017	0.00%	1.09%
2016	0.00%	0.90%
2015	0.00%	1.19%
2014	0.00%	0.63%
2013	0.00%	0.61%
2012	0.00%	0.41%