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JMST vs SUB

Comparison between JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF (JMST, ETF) and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF).

5-Year PerformanceJMST has outperformed SUB, delivering a return of +2.3% compared to +1.5%

JMST vs SUB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JMST
$6.20B
Winner
SUB
$11B
Expense Ratio
JMST
0.18%
Winner
SUB
0.07%
Max Drawdown
Winner
JMST
2.41%
SUB
11.72%
Sharpe Ratio
JMST
-1.10
Winner
SUB
-0.56
5Y Beta
Winner
JMST
0.00
SUB
0.01
5Y Dividends CAGR
Winner
JMST
38.66%
SUB
19.04%

JMST vs SUB - Historical Returns

Returns include dividend reinvestment.

1M
JMST
+0.32%
Winner
SUB
+0.32%
3M
Winner
JMST
+0.51%
SUB
+0.19%
6M
Winner
JMST
+1.36%
SUB
+1.24%
1Y
JMST
+3.01%
Winner
SUB
+3.06%
5Y(CAGR)
Winner
JMST
+2.28%
SUB
+1.46%
10Y(CAGR)
JMST
N/A
SUB
+1.49%
Max(CAGR)
Winner
JMST
+2.15%
SUB
+1.59%

JMST vs SUB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearJMSTSUB
2026+1.07%+0.76%
2025+3.33%+3.55%
2024+3.33%+2.26%
2023+3.57%+2.83%
2022+0.09%-2.02%
2021+0.33%+0.17%
2020+2.00%+2.58%
2019+2.07%+3.00%
2018+0.70%+1.88%
2017N/A+0.83%
2016N/A+0.01%
2015N/A+0.71%
2014N/A+0.54%
2013N/A+0.77%
2012N/A+0.41%
2011N/A+3.85%
2010N/A+0.55%
2009N/A+4.28%
2008N/A+1.68%

JMST vs SUB Drawdown Comparison

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

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current SUB drawdown is -0.11%.

RankJMSTSUB
#1-2.41%
Mar 9, 2020 - Apr 20, 2020
-9.46%
Mar 6, 2020 - May 19, 2020
#2-1.15%
Dec 29, 2021 - Dec 13, 2022
-6.40%
Jan 16, 2009 - Sep 12, 2011
#3-0.71%
Apr 1, 2025 - May 15, 2025
-4.92%
Jan 13, 2009 - Jan 16, 2009
#4-0.32%
May 16, 2023 - Jun 6, 2023
-4.35%
Jul 22, 2021 - Dec 13, 2023
#5-0.26%
Jan 31, 2023 - Mar 10, 2023
-2.43%
Mar 1, 2013 - Oct 24, 2013
#6-0.25%
Oct 29, 2025 - Nov 6, 2025
-1.71%
Aug 24, 2016 - May 23, 2017
#7-0.25%
Apr 13, 2023 - May 11, 2023
-1.46%
Jan 17, 2012 - Mar 1, 2013
#8-0.22%
Sep 13, 2023 - Oct 10, 2023
-1.25%
Sep 7, 2017 - Nov 29, 2018
#9-0.21%
Mar 17, 2026 - Apr 20, 2026
-1.23%
Apr 4, 2025 - May 29, 2025
#10-0.20%
Mar 25, 2025 - Apr 1, 2025
-0.92%
Oct 2, 2024 - Jan 27, 2025
#11-0.19%
Sep 20, 2021 - Dec 29, 2021
-0.87%
Jan 30, 2015 - Oct 2, 2015
#12-0.18%
Aug 21, 2019 - Oct 4, 2019
-0.80%
Feb 23, 2026 - Mar 24, 2026
#13-0.17%
Nov 5, 2024 - Nov 8, 2024
-0.77%
Aug 15, 2019 - Nov 27, 2019
#14-0.17%
Aug 6, 2024 - Aug 19, 2024
-0.75%
Sep 12, 2011 - Dec 2, 2011
#15-0.16%
Jan 31, 2024 - Feb 15, 2024
-0.68%
Dec 27, 2023 - May 8, 2024

Correlation

Correlation between JMST and SUB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2008 - 2026)

JMST vs SUB dividend yield comparison.

YearJMSTSUB
20261.06%1.06%
20252.84%2.42%
20243.32%2.10%
20233.09%1.73%
20221.10%0.86%
20210.27%0.72%
20200.87%1.23%
20191.63%1.58%
20180.28%1.32%
20170.00%0.95%
20160.00%0.75%
20150.00%0.77%
20140.00%0.76%
20130.00%0.84%
20120.00%0.99%
20110.00%1.27%
20100.00%1.28%
20090.00%1.44%
20080.00%0.33%

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