JMHI vs USMF

Comparison between JPMORGAN HIGH YIELD MUNICIPAL ETF (JMHI, ETF) and WISDOMTREE U.S. MULTIFACTOR FUND (USMF, ETF).

JMHI vs USMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMHI(ETF)	USMF(ETF)
Net Assets	$292M	$292M
Expense Ratio	0.35%	0.28%
Max Drawdown	8.42%	36.24%
Sharpe Ratio	0.33	0.15
5Y Beta	0.03	0.69
P/E Ratio	N/A	22.93
Forward P/E	N/A	17.07
PEG Ratio	N/A	0.18
5Y Dividends CAGR	N/A	15.79%
5Y EPS CAGR	N/A	20.49%
Debt to Equity	N/A	57.20%
P/S Ratio	N/A	1.81
P/B Ratio	N/A	3.84

Net Assets

Winner

JMHI

$292M

USMF

$292M

Expense Ratio

JMHI

0.35%

Winner

USMF

0.28%

Max Drawdown

Winner

JMHI

8.42%

USMF

36.24%

Sharpe Ratio

Winner

JMHI

0.33

USMF

0.15

5Y Beta

Winner

JMHI

0.03

USMF

0.69

P/E Ratio

JMHI

N/A

USMF

22.93

Forward P/E

JMHI

N/A

USMF

17.07

PEG Ratio

JMHI

N/A

USMF

0.18

5Y Dividends CAGR

JMHI

N/A

USMF

15.79%

5Y EPS CAGR

JMHI

N/A

USMF

20.49%

Debt to Equity

JMHI

N/A

USMF

57.20%

P/S Ratio

JMHI

N/A

USMF

1.81

P/B Ratio

JMHI

N/A

USMF

3.84

JMHI vs USMF - Historical Returns

Returns include dividend reinvestment.

Period	JMHI	USMF
1 month	+0.08%	+0.76%
3 months	-0.18%	+1.22%
6 months	-0.95%	+4.03%
1 year	+4.93%	+4.08%
5 years(CAGR)	N/A	+7.08%
10 years(CAGR)	N/A	+10.31%
Max(CAGR)	+4.18%	+10.31%

JMHI

+0.08%

Winner

USMF

+0.76%

JMHI

-0.18%

Winner

USMF

+1.22%

JMHI

-0.95%

Winner

USMF

+4.03%

Winner

JMHI

+4.93%

USMF

+4.08%

5Y(CAGR)

JMHI

N/A

USMF

+7.08%

10Y(CAGR)

JMHI

N/A

USMF

+10.31%

Max(CAGR)

JMHI

+4.18%

Winner

USMF

+10.31%

JMHI vs USMF - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	JMHI	USMF
2026	+1.01%	+5.11%
2025	+4.49%	+4.59%
2024	+5.85%	+19.52%
2023	+1.43%	+13.88%
2022	N/A	-8.76%
2021	N/A	+22.46%
2020	N/A	+11.53%
2019	N/A	+24.74%
2018	N/A	-4.54%
2017	N/A	+11.27%

JMHI vs USMF Drawdown Comparison

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

The maximum drawdown for USMF was -36.24%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current JMHI drawdown is -1.66%. The current USMF drawdown is -2.04%.

Rank	JMHI	USMF
#1	-7.11% Jul 18, 2023 - Dec 13, 2023	-36.24% Feb 19, 2020 - Sep 2, 2020
#2	-4.77% Feb 28, 2025 - Sep 10, 2025	-19.07% Sep 14, 2018 - Jul 3, 2019
#3	-2.93% Feb 27, 2026 - Jun 22, 2026	-18.11% Jan 4, 2022 - Dec 4, 2023
#4	-2.35% Dec 9, 2024 - Feb 3, 2025	-15.39% Nov 26, 2024 - Sep 11, 2025
#5	-2.16% Jul 2, 2026 - Jul 31, 2026	-8.63% Jan 29, 2018 - Jun 8, 2018
#6	-1.86% Oct 2, 2024 - Nov 26, 2024	-7.91% Sep 2, 2020 - Oct 13, 2020
#7	-1.74% Dec 27, 2023 - Feb 1, 2024	-6.90% Oct 13, 2020 - Nov 16, 2020
#8	-1.60% Feb 1, 2024 - Mar 1, 2024	-6.46% Sep 29, 2025 - May 8, 2026
#9	-1.23% Mar 22, 2024 - May 9, 2024	-5.94% Nov 12, 2021 - Dec 27, 2021
#10	-1.11% May 15, 2024 - Jun 6, 2024	-5.63% Mar 28, 2024 - Jul 16, 2024
#11	-1.02% Feb 6, 2025 - Feb 24, 2025	-5.51% Jul 31, 2024 - Aug 16, 2024
#12	-0.89% Aug 5, 2024 - Sep 5, 2024	-5.18% Jul 12, 2019 - Oct 28, 2019
#13	-0.74% Oct 28, 2025 - Nov 25, 2025	-4.99% Feb 12, 2021 - Mar 11, 2021
#14	-0.71% Nov 26, 2025 - Jan 7, 2026	-4.66% Sep 2, 2021 - Oct 22, 2021
#15	-0.69% Sep 16, 2025 - Oct 1, 2025	-4.08% Jun 11, 2021 - Jul 29, 2021