JOYT vs HBDC

Comparison between JPMORGAN EQUITY AND OPTIONS TOTAL RETURN ETF (JOYT, ETF) and Hilton BDC Corporate Bond ETF (HBDC, ETF).

JOYT vs HBDC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JOYT(ETF)	HBDC(ETF)
Net Assets	$86M	$86M
Expense Ratio	0.35%	0.39%
Max Drawdown	7.17%	3.83%
Sharpe Ratio	1.32	-0.32
5Y Beta	0.70	0.08
P/E Ratio	26.49	N/A
Forward P/E	20.75	N/A
PEG Ratio	0.53	N/A
5Y EPS CAGR	27.01%	N/A
Debt to Equity	16.57%	N/A
P/S Ratio	3.77	N/A
P/B Ratio	5.38	N/A

Net Assets

Winner

JOYT

$86M

HBDC

$86M

Expense Ratio

Winner

JOYT

0.35%

HBDC

0.39%

Max Drawdown

JOYT

7.17%

Winner

HBDC

3.83%

Sharpe Ratio

Winner

JOYT

1.32

HBDC

-0.32

5Y Beta

JOYT

0.70

Winner

HBDC

0.08

P/E Ratio

JOYT

26.49

HBDC

N/A

Forward P/E

JOYT

20.75

HBDC

N/A

PEG Ratio

JOYT

0.53

HBDC

N/A

5Y EPS CAGR

JOYT

27.01%

HBDC

N/A

Debt to Equity

JOYT

16.57%

HBDC

N/A

P/S Ratio

JOYT

3.77

HBDC

N/A

P/B Ratio

JOYT

5.38

HBDC

N/A

JOYT vs HBDC - Historical Returns

Returns include dividend reinvestment.

Period	JOYT	HBDC
1 month	+0.90%	+0.19%
3 months	+2.12%	+1.15%
6 months	+4.76%	+0.53%
1 year	N/A	+2.61%
Max(CAGR)	+17.00%	+2.65%

Winner

JOYT

+0.90%

HBDC

+0.19%

Winner

JOYT

+2.12%

HBDC

+1.15%

Winner

JOYT

+4.76%

HBDC

+0.53%

JOYT

N/A

HBDC

+2.61%

Max(CAGR)

Winner

JOYT

+17.00%

HBDC

+2.65%

JOYT vs HBDC - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	JOYT	HBDC
2026	+3.18%	+0.04%
2025	+9.58%	+2.65%

JOYT vs HBDC Drawdown Comparison

The maximum drawdown for JOYT was -6.99%, occurring on Mar 30, 2026. Recovery took 65 trading sessions.

The maximum drawdown for HBDC was -2.96%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current JOYT drawdown is -1.81%. The current HBDC drawdown is -0.67%.

Rank	JOYT	HBDC
#1	-6.99% Feb 2, 2026 - May 6, 2026	-2.96% Dec 30, 2025 - Mar 20, 2026
#2	-3.42% Nov 12, 2025 - Nov 28, 2025	-1.32% Jun 11, 2025 - Jul 22, 2025
#3	-2.11% Oct 6, 2025 - Oct 20, 2025	-0.71% Oct 1, 2025 - Nov 26, 2025
#4	-1.96% Jan 12, 2026 - Jan 23, 2026	-0.39% Sep 16, 2025 - Oct 1, 2025
#5	-1.81% Jun 2, 2026 - Jun 5, 2026	-0.32% Nov 26, 2025 - Dec 18, 2025
#6	-1.70% Dec 11, 2025 - Dec 19, 2025	-0.30% Aug 1, 2025 - Aug 8, 2025
#7	-0.90% Aug 28, 2025 - Sep 4, 2025	-0.16% Aug 13, 2025 - Aug 22, 2025
#8	-0.89% Oct 29, 2025 - Nov 10, 2025	-0.16% Aug 22, 2025 - Aug 26, 2025
#9	-0.77% Dec 26, 2025 - Jan 6, 2026	-0.13% Jul 29, 2025 - Aug 1, 2025
#10	-0.60% May 14, 2026 - May 26, 2026	-0.11% Aug 28, 2025 - Sep 4, 2025
#11	-0.46% Sep 22, 2025 - Sep 30, 2025	-0.10% Jul 23, 2025 - Jul 29, 2025
#12	-0.43% Jan 6, 2026 - Jan 9, 2026	-0.08% Aug 8, 2025 - Aug 13, 2025
#13	-0.35% Aug 19, 2025 - Aug 22, 2025	-0.08% Dec 19, 2025 - Dec 24, 2025
#14	-0.33% Oct 21, 2025 - Oct 23, 2025	-0.08% Sep 8, 2025 - Sep 11, 2025
#15	-0.30% Jan 29, 2026 - Feb 2, 2026	-0.04% Sep 4, 2025 - Sep 8, 2025