JPHY vs BGIG
Comparison between JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
JPHY vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPHY
$2.20B
BGIG
$2.20B
Expense Ratio
JPHY
0.45%
BGIG
0.45%
Max Drawdown
Winner
JPHY
2.76%
BGIG
14.11%
Sharpe Ratio
JPHY
0.50
Winner
BGIG
1.59
5Y Beta
Winner
JPHY
0.16
BGIG
0.59
P/E Ratio
JPHY
N/A
BGIG
24.97
Forward P/E
JPHY
N/A
BGIG
20.02
PEG Ratio
JPHY
N/A
BGIG
0.68
5Y EPS CAGR
JPHY
N/A
BGIG
13.95%
P/S Ratio
JPHY
N/A
BGIG
2.72
P/B Ratio
JPHY
N/A
BGIG
4.33
JPHY vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
JPHY
+1.03%
Winner
BGIG
+1.33%
3M
JPHY
+0.99%
Winner
BGIG
+4.94%
6M
JPHY
+2.31%
Winner
BGIG
+7.06%
1Y
JPHY
+5.33%
Winner
BGIG
+20.15%
Max(CAGR)
JPHY
+6.06%
Winner
BGIG
+16.84%
JPHY vs BGIG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JPHY | BGIG |
|---|---|---|
| 2026 | +2.89% | +14.58% |
| 2025 | +4.00% | +12.53% |
| 2024 | N/A | +16.25% |
| 2023 | N/A | +4.55% |
JPHY vs BGIG Drawdown Comparison
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current JPHY drawdown is -0.05%. The current BGIG drawdown is -1.94%.
| Rank | JPHY | BGIG |
|---|---|---|
| #1 | -1.65% Feb 9, 2026 - Apr 8, 2026 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -0.98% Oct 2, 2025 - Oct 22, 2025 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -0.82% Oct 27, 2025 - Nov 26, 2025 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -0.76% Jul 6, 2026 - Aug 4, 2026 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -0.64% May 6, 2026 - May 26, 2026 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -0.43% Apr 17, 2026 - May 1, 2026 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -0.41% Aug 13, 2025 - Aug 22, 2025 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -0.41% Jul 2, 2025 - Jul 22, 2025 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -0.40% Jun 2, 2026 - Jun 11, 2026 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -0.35% Nov 28, 2025 - Dec 3, 2025 | -2.02% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -0.33% Sep 22, 2025 - Oct 1, 2025 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #12 | -0.32% Aug 13, 2026 - Aug 20, 2026 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #13 | -0.26% Dec 3, 2025 - Dec 22, 2025 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #14 | -0.23% Aug 27, 2025 - Sep 3, 2025 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #15 | -0.21% May 1, 2026 - May 6, 2026 | -1.34% Apr 30, 2026 - May 14, 2026 |
Correlation
Correlation between JPHY and BGIG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
JPHY vs BGIG dividend yield comparison.
| Year | JPHY | BGIG |
|---|---|---|
| 2026 | 3.66% | 0.98% |
| 2025 | 3.32% | 1.89% |
| 2024 | 0.00% | 2.02% |
| 2023 | 0.00% | 0.78% |
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