JPEF vs BKMI
Comparison between JPMORGAN EQUITY FOCUS ETF (JPEF, ETF) and BNY Mellon Municipal Intermediate ETF (BKMI, ETF).
JPEF vs BKMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPEF
$1.70B
BKMI
$1.70B
Expense Ratio
JPEF
0.44%
Winner
BKMI
0.35%
Max Drawdown
JPEF
18.10%
Winner
BKMI
3.15%
Sharpe Ratio
Winner
JPEF
1.62
BKMI
-1.32
5Y Beta
JPEF
0.94
Winner
BKMI
0.07
P/E Ratio
JPEF
28.22
BKMI
N/A
Forward P/E
JPEF
21.93
BKMI
N/A
PEG Ratio
JPEF
0.32
BKMI
N/A
5Y EPS CAGR
JPEF
28.77%
BKMI
N/A
Debt to Equity
JPEF
-44.78%
BKMI
N/A
P/S Ratio
JPEF
4.77
BKMI
N/A
P/B Ratio
JPEF
4.63
BKMI
N/A
JPEF vs BKMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPEF
+7.46%
BKMI
+0.26%
3M
Winner
JPEF
+4.93%
BKMI
-0.73%
6M
JPEF
+8.53%
BKMI
N/A
1Y
JPEF
+24.28%
BKMI
N/A
Max(CAGR)
Winner
JPEF
+19.08%
BKMI
-0.08%
JPEF vs BKMI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JPEF | BKMI |
|---|---|---|
| 2026 | +7.01% | -0.03% |
| 2025 | +11.96% | N/A |
| 2024 | +28.45% | N/A |
| 2023 | +5.72% | N/A |
JPEF vs BKMI Drawdown Comparison
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for BKMI was -2.99%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current BKMI drawdown is -1.51%.
| Rank | JPEF | BKMI |
|---|---|---|
| #1 | -18.09% Jan 23, 2025 - Jun 30, 2025 | -2.99% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -9.38% Jul 31, 2023 - Nov 20, 2023 | -0.24% Jan 27, 2026 - Jan 29, 2026 |
| #3 | -8.37% Jul 16, 2024 - Aug 30, 2024 | -0.23% Jan 16, 2026 - Jan 27, 2026 |
| #4 | -8.25% Feb 25, 2026 - Apr 15, 2026 | -0.12% Feb 17, 2026 - Feb 19, 2026 |
| #5 | -5.29% Mar 21, 2024 - May 15, 2024 | -0.04% Jan 12, 2026 - Jan 16, 2026 |
| #6 | -4.88% Oct 28, 2025 - Dec 26, 2025 | -0.04% Feb 6, 2026 - Feb 10, 2026 |
| #7 | -4.44% Aug 30, 2024 - Sep 19, 2024 | -0.02% Feb 20, 2026 - Feb 24, 2026 |
| #8 | -4.15% Dec 16, 2024 - Jan 22, 2025 | -0.02% Feb 25, 2026 - Feb 27, 2026 |
| #9 | -3.31% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #10 | -2.80% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #11 | -2.72% Dec 26, 2025 - Jan 27, 2026 | N/A |
| #12 | -2.12% Jul 28, 2025 - Aug 12, 2025 | N/A |
| #13 | -2.01% Jan 29, 2024 - Feb 2, 2024 | N/A |
| #14 | -1.94% Dec 28, 2023 - Jan 10, 2024 | N/A |
| #15 | -1.94% Jan 28, 2026 - Feb 9, 2026 | N/A |
Correlation
Correlation between JPEF and BKMI is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2023 - 2026)
JPEF vs BKMI dividend yield comparison.
| Year | JPEF | BKMI |
|---|---|---|
| 2026 | 0.00% | 0.72% |
| 2025 | 0.70% | 0.00% |
| 2024 | 0.71% | 0.00% |
| 2023 | 0.39% | 0.00% |
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