JPHY vs TAGG
Comparison between JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).
JPHY vs TAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPHY
$2.20B
Winner
TAGG
$2.30B
Expense Ratio
JPHY
0.45%
Winner
TAGG
0.08%
Max Drawdown
Winner
JPHY
2.76%
TAGG
21.31%
Sharpe Ratio
Winner
JPHY
0.82
TAGG
0.23
5Y Beta
JPHY
0.17
Winner
TAGG
0.02
JPHY vs TAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPHY
+0.09%
TAGG
-0.44%
3M
Winner
JPHY
+0.90%
TAGG
-0.36%
6M
Winner
JPHY
+1.93%
TAGG
+0.13%
1Y
Winner
JPHY
+6.31%
TAGG
+4.40%
5Y(CAGR)
JPHY
N/A
TAGG
+0.25%
Max(CAGR)
Winner
JPHY
+6.20%
TAGG
+0.25%
JPHY vs TAGG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JPHY | TAGG |
|---|---|---|
| 2026 | +2.36% | +0.28% |
| 2025 | +4.00% | +7.35% |
| 2024 | N/A | +2.10% |
| 2023 | N/A | +5.30% |
| 2022 | N/A | -12.04% |
| 2021 | N/A | +0.01% |
JPHY vs TAGG Drawdown Comparison
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.
The current JPHY drawdown is -0.26%. The current TAGG drawdown is -1.91%.
| Rank | JPHY | TAGG |
|---|---|---|
| #1 | -1.65% Feb 9, 2026 - Apr 8, 2026 | -17.27% Nov 9, 2021 - Oct 16, 2025 |
| #2 | -0.98% Oct 2, 2025 - Oct 22, 2025 | -3.19% Feb 27, 2026 - May 19, 2026 |
| #3 | -0.82% Oct 27, 2025 - Nov 26, 2025 | -1.08% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -0.64% May 6, 2026 - May 26, 2026 | -1.01% Oct 1, 2021 - Nov 5, 2021 |
| #5 | -0.49% Jul 6, 2026 - Jul 13, 2026 | -0.88% Nov 26, 2025 - Jan 14, 2026 |
| #6 | -0.43% Apr 17, 2026 - May 1, 2026 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #7 | -0.41% Aug 13, 2025 - Aug 22, 2025 | -0.21% Nov 5, 2021 - Nov 9, 2021 |
| #8 | -0.41% Jul 2, 2025 - Jul 22, 2025 | -0.19% Oct 22, 2025 - Oct 27, 2025 |
| #9 | -0.40% Jun 2, 2026 - Jun 11, 2026 | -0.17% Feb 10, 2026 - Feb 12, 2026 |
| #10 | -0.35% Nov 28, 2025 - Dec 3, 2025 | -0.15% Feb 17, 2026 - Feb 23, 2026 |
| #11 | -0.33% Sep 22, 2025 - Oct 1, 2025 | -0.14% Feb 6, 2026 - Feb 10, 2026 |
| #12 | -0.26% Dec 3, 2025 - Dec 22, 2025 | -0.07% Feb 23, 2026 - Feb 26, 2026 |
| #13 | -0.23% Aug 27, 2025 - Sep 3, 2025 | -0.07% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -0.21% May 1, 2026 - May 6, 2026 | N/A |
| #15 | -0.21% Apr 9, 2026 - Apr 13, 2026 | N/A |
Correlation
Correlation between JPHY and TAGG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2021 - 2026)
JPHY vs TAGG dividend yield comparison.
| Year | JPHY | TAGG |
|---|---|---|
| 2026 | 3.12% | 2.19% |
| 2025 | 3.32% | 4.36% |
| 2024 | 0.00% | 4.36% |
| 2023 | 0.00% | 3.48% |
| 2022 | 0.00% | 3.67% |
| 2021 | 0.00% | 0.33% |
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