JPHY vs HDEF
Comparison between JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).
JPHY vs HDEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPHY
$2.20B
HDEF
$2.20B
Expense Ratio
JPHY
0.45%
Winner
HDEF
0.09%
Max Drawdown
Winner
JPHY
2.76%
HDEF
38.17%
Sharpe Ratio
JPHY
0.82
Winner
HDEF
1.32
5Y Beta
Winner
JPHY
0.17
HDEF
0.41
5Y Dividends CAGR
JPHY
N/A
HDEF
12.60%
JPHY vs HDEF - Historical Returns
Returns include dividend reinvestment.
1M
JPHY
+0.09%
Winner
HDEF
+3.45%
3M
JPHY
+0.90%
Winner
HDEF
+2.23%
6M
JPHY
+1.93%
Winner
HDEF
+9.29%
1Y
JPHY
+6.31%
Winner
HDEF
+19.86%
5Y(CAGR)
JPHY
N/A
HDEF
+11.48%
10Y(CAGR)
JPHY
N/A
HDEF
+8.82%
Max(CAGR)
JPHY
+6.20%
Winner
HDEF
+7.91%
JPHY vs HDEF - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | JPHY | HDEF |
|---|---|---|
| 2026 | +2.36% | +9.20% |
| 2025 | +4.00% | +33.36% |
| 2024 | N/A | +3.36% |
| 2023 | N/A | +17.51% |
| 2022 | N/A | -3.03% |
| 2021 | N/A | +6.01% |
| 2020 | N/A | -2.76% |
| 2019 | N/A | +25.44% |
| 2018 | N/A | -13.77% |
| 2017 | N/A | +9.90% |
| 2016 | N/A | +13.43% |
| 2015 | N/A | -4.66% |
JPHY vs HDEF Drawdown Comparison
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.
The current JPHY drawdown is -0.26%. The current HDEF drawdown is -0.33%.
| Rank | JPHY | HDEF |
|---|---|---|
| #1 | -1.65% Feb 9, 2026 - Apr 8, 2026 | -36.42% Jan 2, 2020 - Jan 6, 2021 |
| #2 | -0.98% Oct 2, 2025 - Oct 22, 2025 | -23.69% Feb 9, 2022 - Apr 6, 2023 |
| #3 | -0.82% Oct 27, 2025 - Nov 26, 2025 | -17.55% Jan 22, 2018 - Oct 24, 2019 |
| #4 | -0.64% May 6, 2026 - May 26, 2026 | -14.95% Aug 18, 2015 - Aug 10, 2016 |
| #5 | -0.49% Jul 6, 2026 - Jul 13, 2026 | -11.15% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -0.43% Apr 17, 2026 - May 1, 2026 | -10.60% Mar 18, 2025 - Apr 22, 2025 |
| #7 | -0.41% Aug 13, 2025 - Aug 22, 2025 | -9.31% Jun 15, 2021 - Jan 12, 2022 |
| #8 | -0.41% Jul 2, 2025 - Jul 22, 2025 | -8.79% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -0.40% Jun 2, 2026 - Jun 11, 2026 | -8.02% Feb 27, 2026 - Mar 20, 2026 |
| #10 | -0.35% Nov 28, 2025 - Dec 3, 2025 | -6.39% May 8, 2023 - Jun 15, 2023 |
| #11 | -0.33% Sep 22, 2025 - Oct 1, 2025 | -5.63% Dec 9, 2016 - Jan 10, 2017 |
| #12 | -0.26% Dec 3, 2025 - Dec 22, 2025 | -5.46% Dec 27, 2023 - Mar 20, 2024 |
| #13 | -0.23% Aug 27, 2025 - Sep 3, 2025 | -4.72% Jan 8, 2021 - Mar 16, 2021 |
| #14 | -0.21% May 1, 2026 - May 6, 2026 | -4.35% Nov 2, 2017 - Jan 9, 2018 |
| #15 | -0.21% Apr 9, 2026 - Apr 13, 2026 | -4.24% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between JPHY and HDEF is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2015 - 2026)
JPHY vs HDEF dividend yield comparison.
| Year | JPHY | HDEF |
|---|---|---|
| 2026 | 3.12% | 2.60% |
| 2025 | 3.32% | 3.88% |
| 2024 | 0.00% | 4.53% |
| 2023 | 0.00% | 4.38% |
| 2022 | 0.00% | 5.41% |
| 2021 | 0.00% | 4.76% |
| 2020 | 0.00% | 3.93% |
| 2019 | 0.00% | 4.20% |
| 2018 | 0.00% | 3.55% |
| 2017 | 0.00% | 3.38% |
| 2016 | 0.00% | 9.52% |
| 2015 | 0.00% | 1.87% |
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