JMOM vs XHLF

Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).

JMOM vs XHLF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMOM(ETF)	XHLF(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.12%	0.03%
Max Drawdown	34.31%	0.62%
Sharpe Ratio	2.01	0.81
5Y Beta	1.04	-0.00
P/E Ratio	33.21	N/A
Forward P/E	22.36	N/A
PEG Ratio	0.80	N/A
5Y Dividends CAGR	12.88%	N/A
5Y EPS CAGR	23.62%	N/A
Debt to Equity	29.25%	N/A
P/S Ratio	2.39	N/A
P/B Ratio	5.11	N/A

Net Assets

JMOM

$1.90B

XHLF

$1.90B

Expense Ratio

JMOM

0.12%

Winner

XHLF

0.03%

Max Drawdown

JMOM

34.31%

Winner

XHLF

0.62%

Sharpe Ratio

Winner

JMOM

2.01

XHLF

0.81

5Y Beta

JMOM

1.04

Winner

XHLF

-0.00

P/E Ratio

JMOM

33.21

XHLF

N/A

Forward P/E

JMOM

22.36

XHLF

N/A

PEG Ratio

JMOM

0.80

XHLF

N/A

5Y Dividends CAGR

JMOM

12.88%

XHLF

N/A

5Y EPS CAGR

JMOM

23.62%

XHLF

N/A

Debt to Equity

JMOM

29.25%

XHLF

N/A

P/S Ratio

JMOM

2.39

XHLF

N/A

P/B Ratio

JMOM

5.11

XHLF

N/A

JMOM vs XHLF - Historical Returns

Returns include dividend reinvestment.

Period	JMOM	XHLF
1 month	+10.37%	+0.30%
3 months	+11.40%	+0.79%
6 months	+17.05%	+1.74%
1 year	+36.39%	+3.95%
5 years(CAGR)	+15.08%	N/A
10 years(CAGR)	+15.81%	N/A
Max(CAGR)	+15.81%	+4.47%

Winner

JMOM

+10.37%

XHLF

+0.30%

Winner

JMOM

+11.40%

XHLF

+0.79%

Winner

JMOM

+17.05%

XHLF

+1.74%

Winner

JMOM

+36.39%

XHLF

+3.95%

5Y(CAGR)

JMOM

+15.08%

XHLF

N/A

10Y(CAGR)

JMOM

+15.81%

XHLF

N/A

Max(CAGR)

Winner

JMOM

+15.81%

XHLF

+4.47%

JMOM vs XHLF - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	JMOM	XHLF
2026	+15.25%	+1.11%
2025	+17.75%	+4.21%
2024	+29.74%	+5.06%
2023	+23.74%	+4.90%
2022	-20.41%	+0.96%
2021	+26.82%	N/A
2020	+28.12%	N/A
2019	+28.88%	N/A
2018	-5.24%	N/A
2017	+3.32%	N/A

JMOM vs XHLF Drawdown Comparison

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

The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.

Rank	JMOM	XHLF
#1	-34.31% Feb 19, 2020 - Jul 20, 2020	-0.11% Oct 10, 2022 - Oct 27, 2022
#2	-28.27% Nov 16, 2021 - Jan 30, 2024	-0.09% Mar 13, 2023 - Mar 15, 2023
#3	-21.59% Oct 3, 2018 - Jun 10, 2019	-0.07% Mar 17, 2023 - Mar 23, 2023
#4	-19.51% Feb 18, 2025 - Jun 24, 2025	-0.07% Mar 24, 2023 - Apr 4, 2023
#5	-10.94% Feb 12, 2021 - Apr 15, 2021	-0.07% Dec 23, 2022 - Dec 29, 2022
#6	-9.09% Jan 26, 2018 - Jun 5, 2018	-0.07% Oct 28, 2022 - Nov 8, 2022
#7	-8.49% Jul 16, 2024 - Aug 23, 2024	-0.06% Apr 5, 2023 - Apr 20, 2023
#8	-8.34% Oct 13, 2020 - Nov 24, 2020	-0.06% Mar 3, 2023 - Mar 10, 2023
#9	-8.27% Sep 2, 2020 - Oct 9, 2020	-0.06% Feb 2, 2023 - Feb 10, 2023
#10	-7.87% Mar 2, 2026 - Apr 8, 2026	-0.06% Feb 1, 2024 - Feb 8, 2024
#11	-6.88% Apr 26, 2021 - Jun 14, 2021	-0.06% Aug 5, 2024 - Aug 12, 2024
#12	-6.63% Sep 3, 2021 - Oct 21, 2021	-0.06% Oct 2, 2024 - Oct 11, 2024
#13	-6.24% Mar 21, 2024 - May 15, 2024	-0.06% Mar 15, 2023 - Mar 17, 2023
#14	-6.18% Dec 4, 2024 - Jan 23, 2025	-0.04% Mar 1, 2024 - Mar 7, 2024
#15	-6.07% Oct 27, 2025 - Dec 10, 2025	-0.04% May 9, 2025 - May 16, 2025