JMHI vs OIA

Comparison between JPMORGAN HIGH YIELD MUNICIPAL ETF (JMHI, ETF) and Invesco Municipal Income Opportunities Trust (OIA, ETF).

JMHI vs OIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMHI(ETF)	OIA(ETF)
Net Assets	$292M	$292M
Expense Ratio	0.35%	N/A
Max Drawdown	8.42%	58.71%
Sharpe Ratio	0.33	0.70
5Y Beta	0.03	0.18
5Y Dividends CAGR	N/A	-0.05%

Net Assets

Winner

JMHI

$292M

OIA

$292M

Expense Ratio

JMHI

0.35%

OIA

N/A

Max Drawdown

Winner

JMHI

8.42%

OIA

58.71%

Sharpe Ratio

JMHI

0.33

Winner

OIA

0.70

5Y Beta

Winner

JMHI

0.03

OIA

0.18

5Y Dividends CAGR

JMHI

N/A

OIA

-0.05%

JMHI vs OIA - Historical Returns

Returns include dividend reinvestment.

Period	JMHI	OIA
1 month	+0.08%	-0.67%
3 months	-0.18%	-1.18%
6 months	-0.95%	-2.58%
1 year	+4.93%	+11.78%
5 years(CAGR)	N/A	-1.22%
10 years(CAGR)	N/A	+2.34%
Max(CAGR)	+4.18%	+4.82%

Winner

JMHI

+0.08%

OIA

-0.67%

Winner

JMHI

-0.18%

OIA

-1.18%

Winner

JMHI

-0.95%

OIA

-2.58%

JMHI

+4.93%

Winner

OIA

+11.78%

5Y(CAGR)

JMHI

N/A

OIA

-1.22%

10Y(CAGR)

JMHI

N/A

OIA

+2.34%

Max(CAGR)

JMHI

+4.18%

Winner

OIA

+4.82%

JMHI vs OIA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JMHI	OIA
2026	+1.01%	+4.90%
2025	+4.49%	+6.44%
2024	+5.85%	-4.20%
2023	+1.43%	+7.17%
2022	N/A	-17.71%
2021	N/A	+6.09%
2020	N/A	+4.68%
2019	N/A	+17.64%
2018	N/A	-8.99%
2017	N/A	+17.32%
2016	N/A	+3.43%
2015	N/A	+10.72%
2014	N/A	+18.25%
2013	N/A	-12.44%
2012	N/A	+16.13%
2011	N/A	+16.63%
2010	N/A	+6.34%
2009	N/A	+37.16%
2008	N/A	-32.05%
2007	N/A	-21.12%
2006	N/A	+20.62%
2005	N/A	+21.06%
2004	N/A	+12.12%
2003	N/A	+3.36%
2002	N/A	-0.03%
2001	N/A	-0.47%
2000	N/A	+8.10%
1999	N/A	-5.35%

JMHI vs OIA Drawdown Comparison

The maximum drawdown for JMHI was -7.11%, occurring on Oct 31, 2023. Recovery took 104 trading sessions.

The maximum drawdown for OIA was -55.23%, occurring on Oct 10, 2008. Recovery took 1283 trading sessions.

The current JMHI drawdown is -1.66%. The current OIA drawdown is -6.41%.

Rank	JMHI	OIA
#1	-7.11% Jul 18, 2023 - Dec 13, 2023	-55.23% May 11, 2007 - Jun 13, 2012
#2	-4.77% Feb 28, 2025 - Sep 10, 2025	-34.85% Aug 30, 2021 - Oct 27, 2023
#3	-2.93% Feb 27, 2026 - Jun 22, 2026	-31.78% Feb 24, 2020 - Dec 31, 2020
#4	-2.35% Dec 9, 2024 - Feb 3, 2025	-22.39% Nov 26, 2012 - Jan 12, 2015
#5	-2.16% Jul 2, 2026 - Jul 31, 2026	-19.90% Sep 6, 2000 - Feb 12, 2001
#6	-1.86% Oct 2, 2024 - Nov 26, 2024	-14.09% Sep 30, 2016 - May 31, 2017
#7	-1.74% Dec 27, 2023 - Feb 1, 2024	-13.06% Sep 10, 2018 - Mar 21, 2019
#8	-1.60% Feb 1, 2024 - Mar 1, 2024	-11.94% Oct 7, 2002 - Jun 11, 2003
#9	-1.23% Mar 22, 2024 - May 9, 2024	-11.02% Nov 5, 1999 - Jul 19, 2000
#10	-1.11% May 15, 2024 - Jun 6, 2024	-11.02% Mar 9, 2004 - Oct 6, 2004
#11	-1.02% Feb 6, 2025 - Feb 24, 2025	-10.80% Aug 31, 2001 - Sep 3, 2002
#12	-0.89% Aug 5, 2024 - Sep 5, 2024	-9.53% Nov 7, 2005 - Jan 5, 2006
#13	-0.74% Oct 28, 2025 - Nov 25, 2025	-9.10% Jun 16, 2003 - Mar 8, 2004
#14	-0.71% Nov 26, 2025 - Jan 7, 2026	-8.65% Dec 27, 2017 - Aug 29, 2018
#15	-0.69% Sep 16, 2025 - Oct 1, 2025	-7.54% Apr 12, 2019 - Aug 6, 2019

Correlation

Correlation between JMHI and OIA is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

JMHI vs OIA dividend yield comparison.

Year	JMHI	OIA
2026	2.58%	3.85%
2025	4.42%	5.81%
2024	4.49%	5.87%
2023	2.48%	5.09%
2022	0.00%	5.68%
2021	0.00%	4.69%
2020	0.00%	4.81%
2019	0.00%	4.88%
2018	0.00%	5.84%
2017	0.00%	5.16%
2016	0.00%	5.58%
2015	0.00%	5.40%
2014	0.00%	5.85%
2013	0.00%	6.77%
2012	0.00%	5.74%
2011	0.00%	6.31%
2010	0.00%	6.80%
2009	0.00%	6.98%
2008	0.00%	10.17%
2007	0.00%	7.22%
2006	0.00%	5.61%
2005	0.00%	6.07%
2004	0.00%	6.46%
2003	0.00%	7.31%
2002	0.00%	7.50%
2001	0.00%	7.31%
2000	0.00%	3.07%