JPHY vs JMOM

Comparison between JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).

JPHY vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPHY(ETF)	JMOM(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.45%	0.12%
Max Drawdown	2.76%	34.31%
Sharpe Ratio	0.94	2.06
5Y Beta	0.18	1.04
P/E Ratio	N/A	33.95
Forward P/E	N/A	22.78
PEG Ratio	N/A	0.33
5Y Dividends CAGR	N/A	12.88%
5Y EPS CAGR	N/A	23.34%
Debt to Equity	N/A	31.13%
P/S Ratio	N/A	2.49
P/B Ratio	N/A	5.50

Net Assets

JPHY

$2.20B

JMOM

$2.20B

Expense Ratio

JPHY

0.45%

Winner

JMOM

0.12%

Max Drawdown

Winner

JPHY

2.76%

JMOM

34.31%

Sharpe Ratio

JPHY

0.94

Winner

JMOM

2.06

5Y Beta

Winner

JPHY

0.18

JMOM

1.04

P/E Ratio

JPHY

N/A

JMOM

33.95

Forward P/E

JPHY

N/A

JMOM

22.78

PEG Ratio

JPHY

N/A

JMOM

0.33

5Y Dividends CAGR

JPHY

N/A

JMOM

12.88%

5Y EPS CAGR

JPHY

N/A

JMOM

23.34%

Debt to Equity

JPHY

N/A

JMOM

31.13%

P/S Ratio

JPHY

N/A

JMOM

2.49

P/B Ratio

JPHY

N/A

JMOM

5.50

JPHY vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	JPHY	JMOM
1 month	+0.23%	+8.27%
3 months	+1.60%	+16.05%
6 months	+2.75%	+21.92%
1 year	+6.17%	+36.40%
5 years(CAGR)	N/A	+16.12%
10 years(CAGR)	N/A	+16.29%
Max(CAGR)	+6.62%	+16.29%

JPHY

+0.23%

Winner

JMOM

+8.27%

JPHY

+1.60%

Winner

JMOM

+16.05%

JPHY

+2.75%

Winner

JMOM

+21.92%

JPHY

+6.17%

Winner

JMOM

+36.40%

5Y(CAGR)

JPHY

N/A

JMOM

+16.12%

10Y(CAGR)

JPHY

N/A

JMOM

+16.29%

Max(CAGR)

JPHY

+6.62%

Winner

JMOM

+16.29%

JPHY vs JMOM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	JPHY	JMOM
2026	+1.99%	+20.58%
2025	+4.00%	+17.75%
2024	N/A	+29.74%
2023	N/A	+23.74%
2022	N/A	-20.41%
2021	N/A	+26.82%
2020	N/A	+28.12%
2019	N/A	+28.88%
2018	N/A	-5.24%
2017	N/A	+3.32%

JPHY vs JMOM Drawdown Comparison

The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current JPHY drawdown is -0.06%.

Rank	JPHY	JMOM
#1	-1.65% Feb 9, 2026 - Apr 8, 2026	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-0.98% Oct 2, 2025 - Oct 22, 2025	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-0.82% Oct 27, 2025 - Nov 26, 2025	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-0.64% May 6, 2026 - May 26, 2026	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-0.43% Apr 17, 2026 - May 1, 2026	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-0.41% Aug 13, 2025 - Aug 22, 2025	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-0.41% Jul 2, 2025 - Jul 22, 2025	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-0.35% Nov 28, 2025 - Dec 3, 2025	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-0.33% Sep 22, 2025 - Oct 1, 2025	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	-0.26% Dec 3, 2025 - Dec 22, 2025	-7.87% Mar 2, 2026 - Apr 8, 2026
#11	-0.23% Aug 27, 2025 - Sep 3, 2025	-6.88% Apr 26, 2021 - Jun 14, 2021
#12	-0.21% May 1, 2026 - May 6, 2026	-6.63% Sep 3, 2021 - Oct 21, 2021
#13	-0.21% Apr 9, 2026 - Apr 13, 2026	-6.24% Mar 21, 2024 - May 15, 2024
#14	-0.21% Jul 23, 2025 - Aug 4, 2025	-6.18% Dec 4, 2024 - Jan 23, 2025
#15	-0.20% Jan 27, 2026 - Feb 6, 2026	-6.07% Oct 27, 2025 - Dec 10, 2025