JMSI vs AVGV
Comparison between JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF (JMSI, ETF) and AVANTIS ALL EQUITY MARKETS VALUE ETF (AVGV, ETF).
JMSI vs AVGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMSI
$391M
Winner
AVGV
$391M
Expense Ratio
Winner
JMSI
0.18%
AVGV
0.26%
Max Drawdown
Winner
JMSI
5.42%
AVGV
18.05%
Sharpe Ratio
JMSI
0.58
Winner
AVGV
1.88
5Y Beta
Winner
JMSI
0.03
AVGV
0.84
JMSI vs AVGV - Historical Returns
Returns include dividend reinvestment.
1M
JMSI
-0.82%
Winner
AVGV
-0.12%
3M
JMSI
-0.10%
Winner
AVGV
+5.39%
6M
JMSI
-0.03%
Winner
AVGV
+11.76%
1Y
JMSI
+5.37%
Winner
AVGV
+31.86%
Max(CAGR)
JMSI
+3.45%
Winner
AVGV
+21.02%
JMSI vs AVGV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JMSI | AVGV |
|---|---|---|
| 2026 | +0.53% | +16.51% |
| 2025 | +4.25% | +22.51% |
| 2024 | +2.72% | +11.94% |
| 2023 | +2.70% | +11.38% |
JMSI vs AVGV Drawdown Comparison
The maximum drawdown for JMSI was -4.56%, occurring on Oct 31, 2023. Recovery took 91 trading sessions.
The maximum drawdown for AVGV was -17.03%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.
The current JMSI drawdown is -1.42%. The current AVGV drawdown is -0.64%.
| Rank | JMSI | AVGV |
|---|---|---|
| #1 | -4.56% Jul 21, 2023 - Nov 29, 2023 | -17.03% Nov 29, 2024 - Jun 6, 2025 |
| #2 | -3.59% Feb 28, 2025 - Sep 5, 2025 | -10.54% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -2.98% Feb 26, 2026 - Mar 24, 2026 | -8.35% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -2.08% Oct 3, 2024 - Dec 2, 2024 | -8.12% Feb 20, 2026 - Apr 17, 2026 |
| #5 | -2.03% Dec 4, 2024 - Feb 28, 2025 | -4.77% Mar 28, 2024 - May 14, 2024 |
| #6 | -1.57% Mar 22, 2024 - May 7, 2024 | -4.42% Nov 12, 2025 - Nov 26, 2025 |
| #7 | -1.07% May 15, 2024 - Jun 6, 2024 | -4.32% Dec 27, 2023 - Feb 12, 2024 |
| #8 | -0.98% Jan 8, 2024 - Feb 1, 2024 | -3.82% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -0.94% Aug 5, 2024 - Sep 9, 2024 | -3.77% May 15, 2024 - Jul 11, 2024 |
| #10 | -0.81% Feb 1, 2024 - Mar 5, 2024 | -3.70% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -0.54% Nov 11, 2025 - Nov 26, 2025 | -2.65% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.54% Sep 23, 2025 - Oct 10, 2025 | -2.53% Jun 2, 2026 - Jun 12, 2026 |
| #13 | -0.43% Jun 17, 2024 - Jul 5, 2024 | -2.43% Oct 27, 2025 - Nov 11, 2025 |
| #14 | -0.35% Jun 6, 2024 - Jun 12, 2024 | -2.38% Jul 3, 2023 - Jul 11, 2023 |
| #15 | -0.34% Jan 14, 2026 - Jan 27, 2026 | -2.23% Nov 7, 2024 - Nov 25, 2024 |
Correlation
Correlation between JMSI and AVGV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
JMSI vs AVGV dividend yield comparison.
| Year | JMSI | AVGV |
|---|---|---|
| 2026 | 1.83% | 0.77% |
| 2025 | 3.65% | 1.98% |
| 2024 | 3.66% | 2.32% |
| 2023 | 1.79% | 1.14% |
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