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JMUB vs IBB

Comparison between JPMORGAN MUNICIPAL ETF (JMUB, ETF) and ISHARES BIOTECHNOLOGY ETF (IBB, ETF).

5-Year PerformanceIBB has outperformed JMUB, delivering a return of +1.8% compared to +1.1%

JMUB vs IBB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JMUB
$7.80B
Winner
IBB
$7.90B
Expense Ratio
Winner
JMUB
0.18%
IBB
0.44%
Max Drawdown
Winner
JMUB
14.47%
IBB
62.85%
Sharpe Ratio
JMUB
0.77
Winner
IBB
1.35
5Y Beta
Winner
JMUB
0.02
IBB
0.80
P/E Ratio
JMUB
N/A
IBB
-90.87
Forward P/E
JMUB
N/A
IBB
17.88
5Y Dividends CAGR
Winner
JMUB
11.35%
IBB
0.10%
5Y EPS CAGR
JMUB
N/A
IBB
17.07%
Debt to Equity
JMUB
N/A
IBB
70.89%
P/S Ratio
JMUB
N/A
IBB
6.25
P/B Ratio
JMUB
N/A
IBB
4.77

JMUB vs IBB - Historical Returns

Returns include dividend reinvestment.

1M
JMUB
+1.14%
Winner
IBB
+3.22%
3M
JMUB
+0.58%
Winner
IBB
+3.10%
6M
JMUB
+1.60%
Winner
IBB
+1.85%
1Y
JMUB
+5.68%
Winner
IBB
+35.01%
5Y(CAGR)
JMUB
+1.12%
Winner
IBB
+1.82%
10Y(CAGR)
JMUB
N/A
IBB
+7.29%
Max(CAGR)
JMUB
+3.02%
Winner
IBB
+6.73%

JMUB vs IBB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearJMUBIBB
2026+1.18%+1.96%
2025+4.15%+27.31%
2024+1.90%-3.98%
2023+5.86%+4.76%
2022-7.39%-13.55%
2021+1.59%+1.62%
2020+4.88%+26.66%
2019+8.35%+24.04%
2018+2.81%-11.66%
2017N/A+18.90%
2016N/A-18.66%
2015N/A+10.47%
2014N/A+33.81%
2013N/A+60.40%
2012N/A+30.91%
2011N/A+10.68%
2010N/A+13.15%
2009N/A+13.54%
2008N/A-11.83%
2007N/A+4.68%
2006N/A-0.82%
2005N/A+3.75%
2004N/A+3.40%
2003N/A+41.11%
2002N/A-44.49%
2001N/A-12.03%

JMUB vs IBB Drawdown Comparison

The maximum drawdown for JMUB was -12.50%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.

The maximum drawdown for IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2488 trading sessions.

The current JMUB drawdown is -0.59%. The current IBB drawdown is -3.00%.

RankJMUBIBB
#1-12.50%
Mar 9, 2020 - Aug 7, 2020
-62.85%
Jun 5, 2001 - Apr 27, 2011
#2-12.06%
Jul 30, 2021 - Sep 5, 2024
-39.82%
Aug 9, 2021 - Jan 7, 2026
#3-4.02%
Feb 28, 2025 - Sep 5, 2025
-39.24%
Jul 20, 2015 - May 11, 2020
#4-2.55%
Feb 27, 2026 - Mar 24, 2026
-34.69%
Feb 12, 2001 - May 22, 2001
#5-2.18%
Oct 1, 2024 - Dec 4, 2024
-22.65%
Jul 8, 2011 - Jan 10, 2012
#6-2.17%
Feb 12, 2021 - Jun 8, 2021
-21.18%
Feb 25, 2014 - Aug 26, 2014
#7-2.07%
Dec 4, 2024 - Feb 26, 2025
-15.26%
Feb 8, 2021 - Aug 5, 2021
#8-1.36%
Aug 15, 2019 - Oct 9, 2019
-12.98%
Jul 20, 2020 - Dec 3, 2020
#9-1.22%
Aug 11, 2020 - Nov 20, 2020
-12.75%
Oct 5, 2012 - Feb 1, 2013
#10-1.18%
Oct 9, 2019 - Jan 3, 2020
-9.81%
May 14, 2013 - Jul 11, 2013
#11-0.55%
Jun 15, 2021 - Jul 8, 2021
-9.63%
Jan 22, 2026 - Mar 27, 2026
#12-0.48%
Mar 28, 2019 - Apr 29, 2019
-9.25%
Apr 23, 2015 - Jun 11, 2015
#13-0.45%
Nov 11, 2025 - Nov 28, 2025
-9.02%
Oct 1, 2013 - Nov 21, 2013
#14-0.42%
Sep 17, 2025 - Oct 10, 2025
-8.60%
Sep 24, 2014 - Oct 23, 2014
#15-0.36%
Jan 31, 2020 - Feb 19, 2020
-7.55%
Mar 20, 2015 - Apr 23, 2015

Correlation

Correlation between JMUB and IBB is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2007 - 2026)

JMUB vs IBB dividend yield comparison.

YearJMUBIBB
20261.50%0.08%
20253.52%0.23%
20243.50%0.29%
20233.20%0.26%
20222.16%0.31%
20211.94%0.21%
20202.13%0.21%
20193.66%0.33%
20180.45%0.20%
20170.00%0.30%
20160.00%0.19%
20150.00%0.03%
20140.00%0.15%
20130.00%0.03%
20120.00%0.48%
20110.00%0.01%
20100.00%0.55%
20080.00%0.25%
20070.00%0.11%

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