JMST vs IXN

Comparison between JPMorgan Ultra-Short Municipal Income ETF (JMST, ETF) and ISHARES GLOBAL TECH ETF (IXN, ETF).

5-Year PerformanceIXN has outperformed JMST, delivering a return of +20.8% compared to +2.2%

JMST vs IXN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMST(ETF)	IXN(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.18%	0.39%
Max Drawdown	2.41%	56.25%
Sharpe Ratio	-1.00	2.40
5Y Beta	0.00	1.41
P/E Ratio	N/A	31.38
Forward P/E	N/A	20.65
PEG Ratio	N/A	0.57
5Y Dividends CAGR	37.41%	20.67%
5Y EPS CAGR	N/A	34.23%
Debt to Equity	N/A	40.65%
P/S Ratio	N/A	5.32
P/B Ratio	N/A	7.11

Net Assets

JMST

$6.30B

IXN

$6.30B

Expense Ratio

Winner

JMST

0.18%

IXN

0.39%

Max Drawdown

Winner

JMST

2.41%

IXN

56.25%

Sharpe Ratio

JMST

-1.00

Winner

IXN

2.40

5Y Beta

Winner

JMST

0.00

IXN

1.41

P/E Ratio

JMST

N/A

IXN

31.38

Forward P/E

JMST

N/A

IXN

20.65

PEG Ratio

JMST

N/A

IXN

0.57

5Y Dividends CAGR

Winner

JMST

37.41%

IXN

20.67%

5Y EPS CAGR

JMST

N/A

IXN

34.23%

Debt to Equity

JMST

N/A

IXN

40.65%

P/S Ratio

JMST

N/A

IXN

5.32

P/B Ratio

JMST

N/A

IXN

7.11

JMST vs IXN - Historical Returns

Returns include dividend reinvestment.

Period	JMST	IXN
1 month	+0.26%	+23.95%
3 months	+0.33%	+23.43%
6 months	+1.31%	+27.38%
1 year	+3.11%	+68.73%
5 years(CAGR)	+2.24%	+20.75%
10 years(CAGR)	N/A	+24.79%
Max(CAGR)	+2.13%	+12.34%

JMST

+0.26%

Winner

IXN

+23.95%

JMST

+0.33%

Winner

IXN

+23.43%

JMST

+1.31%

Winner

IXN

+27.38%

JMST

+3.11%

Winner

IXN

+68.73%

5Y(CAGR)

JMST

+2.24%

Winner

IXN

+20.75%

10Y(CAGR)

JMST

N/A

IXN

+24.79%

Max(CAGR)

JMST

+2.13%

Winner

IXN

+12.34%

JMST vs IXN - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	JMST	IXN
2026	+0.80%	+25.60%
2025	+3.33%	+25.60%
2024	+3.33%	+28.36%
2023	+3.57%	+54.20%
2022	+0.09%	-30.60%
2021	+0.33%	+30.90%
2020	+2.00%	+41.15%
2019	+2.07%	+47.55%
2018	+0.70%	-6.75%
2017	N/A	+40.11%
2016	N/A	+15.95%
2015	N/A	+4.27%
2014	N/A	+16.69%
2013	N/A	+21.45%
2012	N/A	+13.68%
2011	N/A	-4.54%
2010	N/A	+8.27%
2009	N/A	+48.03%
2008	N/A	-42.01%
2007	N/A	+12.40%
2006	N/A	+6.99%
2005	N/A	+5.43%
2004	N/A	+2.41%
2003	N/A	+41.04%
2002	N/A	-38.26%
2001	N/A	+0.32%

JMST vs IXN Drawdown Comparison

The maximum drawdown for JMST was -2.41%, occurring on Mar 20, 2020. Recovery took 29 trading sessions.

The maximum drawdown for IXN was -55.66%, occurring on Mar 9, 2009. Recovery took 1099 trading sessions.

Rank	JMST	IXN
#1	-2.41% Mar 9, 2020 - Apr 20, 2020	-55.66% Oct 31, 2007 - Mar 13, 2012
#2	-1.15% Dec 29, 2021 - Dec 13, 2022	-55.51% Dec 6, 2001 - Jan 4, 2007
#3	-0.71% Apr 1, 2025 - May 15, 2025	-36.30% Dec 27, 2021 - Nov 20, 2023
#4	-0.32% May 16, 2023 - Jun 6, 2023	-30.89% Feb 19, 2020 - Jun 10, 2020
#5	-0.26% Jan 31, 2023 - Mar 10, 2023	-25.55% Feb 18, 2025 - Jun 24, 2025
#6	-0.25% Oct 29, 2025 - Nov 6, 2025	-23.64% Aug 29, 2018 - Apr 12, 2019
#7	-0.25% Apr 13, 2023 - May 11, 2023	-16.87% Jul 10, 2024 - Dec 16, 2024
#8	-0.22% Sep 13, 2023 - Oct 10, 2023	-14.88% Dec 4, 2015 - Jul 12, 2016
#9	-0.21% Mar 17, 2026 - Apr 20, 2026	-14.63% May 21, 2015 - Nov 2, 2015
#10	-0.20% Mar 25, 2025 - Apr 1, 2025	-14.13% Apr 2, 2012 - Apr 30, 2013
#11	-0.19% Sep 20, 2021 - Dec 29, 2021	-13.80% Oct 29, 2025 - Apr 14, 2026
#12	-0.18% Aug 21, 2019 - Oct 4, 2019	-11.29% Sep 2, 2020 - Dec 1, 2020
#13	-0.17% Nov 5, 2024 - Nov 8, 2024	-10.79% Jan 26, 2018 - Mar 9, 2018
#14	-0.17% Aug 6, 2024 - Aug 19, 2024	-10.02% Jul 19, 2007 - Sep 27, 2007
#15	-0.16% Jan 31, 2024 - Feb 15, 2024	-9.90% Apr 24, 2019 - Jul 1, 2019

Correlation

Correlation between JMST and IXN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2004 - 2026)

JMST vs IXN dividend yield comparison.

Year	JMST	IXN
2026	0.86%	0.00%
2025	2.84%	1.04%
2024	3.32%	0.43%
2023	3.09%	0.55%
2022	1.10%	0.81%
2021	0.27%	0.58%
2020	0.87%	0.63%
2019	1.63%	1.06%
2018	0.28%	0.94%
2017	0.00%	0.93%
2016	0.00%	1.03%
2015	0.00%	1.12%
2014	0.00%	1.14%
2013	0.00%	1.02%
2012	0.00%	1.08%
2011	0.00%	0.99%
2010	0.00%	0.67%
2009	0.00%	0.61%
2008	0.00%	1.19%
2007	0.00%	0.36%
2006	0.00%	0.22%
2005	0.00%	0.05%
2004	0.00%	1.21%