JMUB vs SHYG

Comparison between JPMorgan Municipal ETF (JMUB, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).

5-Year PerformanceSHYG has outperformed JMUB, delivering a return of +4.9% compared to +1.2%

JMUB vs SHYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMUB(ETF)	SHYG(ETF)
Net Assets	$7.50B	$7.60B
Expense Ratio	0.18%	0.30%
Max Drawdown	14.47%	26.29%
Sharpe Ratio	0.64	0.93
5Y Beta	0.02	0.22
5Y Dividends CAGR	11.91%	6.98%

Net Assets

JMUB

$7.50B

Winner

SHYG

$7.60B

Expense Ratio

Winner

JMUB

0.18%

SHYG

0.30%

Max Drawdown

Winner

JMUB

14.47%

SHYG

26.29%

Sharpe Ratio

JMUB

0.64

Winner

SHYG

0.93

5Y Beta

Winner

JMUB

0.02

SHYG

0.22

5Y Dividends CAGR

Winner

JMUB

11.91%

SHYG

6.98%

JMUB vs SHYG - Historical Returns

Returns include dividend reinvestment.

Period	JMUB	SHYG
1 month	-0.01%	+0.34%
3 months	-0.72%	+0.76%
6 months	+1.02%	+2.81%
1 year	+5.13%	+6.66%
5 years(CAGR)	+1.21%	+4.94%
10 years(CAGR)	N/A	+5.30%
Max(CAGR)	+2.97%	+4.40%

JMUB

-0.01%

Winner

SHYG

+0.34%

JMUB

-0.72%

Winner

SHYG

+0.76%

JMUB

+1.02%

Winner

SHYG

+2.81%

JMUB

+5.13%

Winner

SHYG

+6.66%

5Y(CAGR)

JMUB

+1.21%

Winner

SHYG

+4.94%

10Y(CAGR)

JMUB

N/A

SHYG

+5.30%

Max(CAGR)

JMUB

+2.97%

Winner

SHYG

+4.40%

JMUB vs SHYG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	JMUB	SHYG
2026	+0.56%	+1.21%
2025	+4.15%	+7.71%
2024	+1.90%	+8.38%
2023	+5.86%	+10.24%
2022	-7.39%	-4.63%
2021	+1.59%	+4.78%
2020	+4.88%	+2.98%
2019	+8.35%	+10.08%
2018	+2.81%	+0.04%
2017	N/A	+4.86%
2016	N/A	+12.94%
2015	N/A	-3.10%
2014	N/A	+0.23%
2013	N/A	+1.99%

JMUB vs SHYG Drawdown Comparison

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

The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The current JMUB drawdown is -1.21%. The current SHYG drawdown is -0.21%.

Rank	JMUB	SHYG
#1	-12.50% Mar 9, 2020 - Aug 7, 2020	-19.27% Feb 14, 2020 - Nov 17, 2020
#2	-12.06% Jul 30, 2021 - Sep 5, 2024	-10.32% May 29, 2015 - Jul 8, 2016
#3	-4.02% Feb 28, 2025 - Sep 5, 2025	-9.39% Dec 27, 2021 - Jul 13, 2023
#4	-2.55% Feb 27, 2026 - Mar 24, 2026	-5.15% Jun 23, 2014 - Apr 9, 2015
#5	-2.18% Oct 1, 2024 - Dec 4, 2024	-5.04% Oct 1, 2018 - Jan 31, 2019
#6	-2.17% Feb 12, 2021 - Jun 8, 2021	-4.53% Feb 28, 2025 - May 12, 2025
#7	-2.07% Dec 4, 2024 - Feb 26, 2025	-2.69% Oct 24, 2016 - Dec 6, 2016
#8	-1.36% Aug 15, 2019 - Oct 9, 2019	-2.39% Sep 1, 2023 - Nov 3, 2023
#9	-1.22% Aug 11, 2020 - Nov 20, 2020	-1.86% Jan 26, 2018 - Apr 12, 2018
#10	-1.18% Oct 9, 2019 - Jan 3, 2020	-1.75% Feb 2, 2026 - Apr 8, 2026
#11	-0.55% Jun 15, 2021 - Jul 8, 2021	-1.74% Mar 27, 2024 - May 3, 2024
#12	-0.48% Mar 28, 2019 - Apr 29, 2019	-1.61% Nov 5, 2021 - Dec 23, 2021
#13	-0.45% Nov 11, 2025 - Nov 28, 2025	-1.57% Mar 1, 2017 - Apr 20, 2017
#14	-0.42% Sep 17, 2025 - Oct 10, 2025	-1.48% May 3, 2019 - Jun 18, 2019
#15	-0.36% Jan 31, 2020 - Feb 19, 2020	-1.38% Oct 20, 2017 - Jan 3, 2018

Correlation

Correlation between JMUB and SHYG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2013 - 2026)

JMUB vs SHYG dividend yield comparison.

Year	JMUB	SHYG
2026	1.20%	2.33%
2025	3.52%	7.03%
2024	3.50%	6.93%
2023	3.20%	6.54%
2022	2.16%	5.57%
2021	1.94%	4.83%
2020	2.13%	5.07%
2019	3.66%	5.33%
2018	0.45%	5.90%
2017	0.00%	5.49%
2016	0.00%	5.53%
2015	0.00%	5.17%
2014	0.00%	4.33%
2013	0.00%	0.85%