JPHY vs DES
Comparison between JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
JPHY vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPHY
$2.20B
DES
$2.20B
Expense Ratio
JPHY
0.45%
Winner
DES
0.38%
Max Drawdown
Winner
JPHY
2.76%
DES
68.10%
Sharpe Ratio
JPHY
0.82
Winner
DES
1.56
5Y Beta
Winner
JPHY
0.17
DES
0.81
P/E Ratio
JPHY
N/A
DES
20.97
Forward P/E
JPHY
N/A
DES
13.78
5Y Dividends CAGR
JPHY
N/A
DES
10.11%
5Y EPS CAGR
JPHY
N/A
DES
7.90%
Debt to Equity
JPHY
N/A
DES
81.78%
P/S Ratio
JPHY
N/A
DES
1.05
P/B Ratio
JPHY
N/A
DES
1.80
JPHY vs DES - Historical Returns
Returns include dividend reinvestment.
1M
JPHY
+0.09%
Winner
DES
+4.99%
3M
JPHY
+0.90%
Winner
DES
+10.36%
6M
JPHY
+1.93%
Winner
DES
+16.83%
1Y
JPHY
+6.31%
Winner
DES
+30.86%
5Y(CAGR)
JPHY
N/A
DES
+9.01%
10Y(CAGR)
JPHY
N/A
DES
+8.25%
Max(CAGR)
JPHY
+6.20%
Winner
DES
+8.02%
JPHY vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JPHY | DES |
|---|---|---|
| 2026 | +2.36% | +24.03% |
| 2025 | +4.00% | +0.96% |
| 2024 | N/A | +9.71% |
| 2023 | N/A | +16.28% |
| 2022 | N/A | -11.65% |
| 2021 | N/A | +27.88% |
| 2020 | N/A | -3.69% |
| 2019 | N/A | +19.33% |
| 2018 | N/A | -13.42% |
| 2017 | N/A | +8.08% |
| 2016 | N/A | +33.60% |
| 2015 | N/A | -5.29% |
| 2014 | N/A | +8.94% |
| 2013 | N/A | +32.90% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -3.63% |
| 2010 | N/A | +24.59% |
| 2009 | N/A | +20.08% |
| 2008 | N/A | -27.07% |
| 2007 | N/A | -12.85% |
| 2006 | N/A | +16.40% |
JPHY vs DES Drawdown Comparison
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current JPHY drawdown is -0.26%.
| Rank | JPHY | DES |
|---|---|---|
| #1 | -1.65% Feb 9, 2026 - Apr 8, 2026 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -0.98% Oct 2, 2025 - Oct 22, 2025 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -0.82% Oct 27, 2025 - Nov 26, 2025 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -0.64% May 6, 2026 - May 26, 2026 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -0.49% Jul 6, 2026 - Jul 13, 2026 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -0.43% Apr 17, 2026 - May 1, 2026 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -0.41% Aug 13, 2025 - Aug 22, 2025 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -0.41% Jul 2, 2025 - Jul 22, 2025 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -0.40% Jun 2, 2026 - Jun 11, 2026 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -0.35% Nov 28, 2025 - Dec 3, 2025 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -0.33% Sep 22, 2025 - Oct 1, 2025 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -0.26% Dec 3, 2025 - Dec 22, 2025 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -0.23% Aug 27, 2025 - Sep 3, 2025 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -0.21% May 1, 2026 - May 6, 2026 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -0.21% Apr 9, 2026 - Apr 13, 2026 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between JPHY and DES is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
JPHY vs DES dividend yield comparison.
| Year | JPHY | DES |
|---|---|---|
| 2026 | 3.12% | 0.87% |
| 2025 | 3.32% | 2.85% |
| 2024 | 0.00% | 2.81% |
| 2023 | 0.00% | 2.65% |
| 2022 | 0.00% | 2.89% |
| 2021 | 0.00% | 2.31% |
| 2020 | 0.00% | 2.75% |
| 2019 | 0.00% | 2.68% |
| 2018 | 0.00% | 3.65% |
| 2017 | 0.00% | 2.89% |
| 2016 | 0.00% | 2.70% |
| 2015 | 0.00% | 3.09% |
| 2014 | 0.00% | 2.68% |
| 2013 | 0.00% | 2.45% |
| 2012 | 0.00% | 4.04% |
| 2011 | 0.00% | 3.38% |
| 2010 | 0.00% | 3.57% |
| 2009 | 0.00% | 3.60% |
| 2008 | 0.00% | 6.09% |
| 2007 | 0.00% | 3.78% |
| 2006 | 0.00% | 1.82% |
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