JMOM vs IBDW

Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

5-Year PerformanceJMOM has outperformed IBDW, delivering a return of +16.2% compared to +0.5%

JMOM vs IBDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMOM(ETF)	IBDW(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.12%	0.10%
Max Drawdown	34.31%	26.72%
Sharpe Ratio	1.92	0.36
5Y Beta	1.05	0.06
P/E Ratio	33.92	N/A
Forward P/E	22.28	N/A
PEG Ratio	0.29	N/A
5Y Dividends CAGR	12.88%	N/A
5Y EPS CAGR	23.21%	N/A
Debt to Equity	31.37%	N/A

Net Assets

JMOM

$2.40B

IBDW

$2.40B

Expense Ratio

JMOM

0.12%

Winner

IBDW

0.10%

Max Drawdown

JMOM

34.31%

Winner

IBDW

26.72%

Sharpe Ratio

Winner

JMOM

1.92

IBDW

0.36

5Y Beta

JMOM

1.05

Winner

IBDW

0.06

P/E Ratio

JMOM

33.92

IBDW

N/A

Forward P/E

JMOM

22.28

IBDW

N/A

PEG Ratio

JMOM

0.29

IBDW

N/A

5Y Dividends CAGR

JMOM

12.88%

IBDW

N/A

5Y EPS CAGR

JMOM

23.21%

IBDW

N/A

Debt to Equity

JMOM

31.37%

IBDW

N/A

JMOM vs IBDW - Historical Returns

Returns include dividend reinvestment.

Period	JMOM	IBDW
1 month	+7.60%	+0.71%
3 months	+22.34%	+0.62%
6 months	+24.94%	+0.29%
1 year	+37.90%	+4.91%
5 years(CAGR)	+16.23%	+0.47%
10 years(CAGR)	+16.45%	N/A
Max(CAGR)	+16.45%	+0.47%

Winner

JMOM

+7.60%

IBDW

+0.71%

Winner

JMOM

+22.34%

IBDW

+0.62%

Winner

JMOM

+24.94%

IBDW

+0.29%

Winner

JMOM

+37.90%

IBDW

+4.91%

5Y(CAGR)

Winner

JMOM

+16.23%

IBDW

+0.47%

10Y(CAGR)

JMOM

+16.45%

IBDW

N/A

Max(CAGR)

Winner

JMOM

+16.45%

IBDW

+0.47%

JMOM vs IBDW - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	JMOM	IBDW
2026	+22.90%	+0.24%
2025	+17.75%	+8.86%
2024	+29.74%	+3.60%
2023	+23.74%	+8.47%
2022	-20.41%	-16.41%
2021	+26.82%	+0.36%
2020	+28.12%	N/A
2019	+28.88%	N/A
2018	-5.24%	N/A
2017	+3.32%	N/A

JMOM vs IBDW Drawdown Comparison

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current JMOM drawdown is -0.13%. The current IBDW drawdown is -1.06%.

Rank	JMOM	IBDW
#1	-34.31% Feb 19, 2020 - Jul 20, 2020	-23.88% Aug 3, 2021 - Feb 5, 2026
#2	-28.27% Nov 16, 2021 - Jan 30, 2024	-2.42% Feb 23, 2026 - Mar 26, 2026
#3	-21.59% Oct 3, 2018 - Jun 10, 2019	-0.79% Jul 8, 2021 - Jul 19, 2021
#4	-19.51% Feb 18, 2025 - Jun 24, 2025	-0.59% Jul 19, 2021 - Jul 28, 2021
#5	-10.94% Feb 12, 2021 - Apr 15, 2021	-0.19% Jul 28, 2021 - Aug 2, 2021
#6	-9.09% Jan 26, 2018 - Jun 5, 2018	-0.19% Jun 30, 2021 - Jul 2, 2021
#7	-8.49% Jul 16, 2024 - Aug 23, 2024	-0.17% Jun 24, 2021 - Jun 28, 2021
#8	-8.34% Oct 13, 2020 - Nov 24, 2020	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-8.27% Sep 2, 2020 - Oct 9, 2020	-0.07% Feb 17, 2026 - Feb 23, 2026
#10	-7.87% Mar 2, 2026 - Apr 8, 2026	N/A
#11	-6.88% Apr 26, 2021 - Jun 14, 2021	N/A
#12	-6.63% Sep 3, 2021 - Oct 21, 2021	N/A
#13	-6.24% Mar 21, 2024 - May 15, 2024	N/A
#14	-6.18% Dec 4, 2024 - Jan 23, 2025	N/A
#15	-6.07% Oct 27, 2025 - Dec 10, 2025	N/A