JPIB vs DES
Comparison between JPMorgan International Bond Opportunities ETF (JPIB, ETF) and WisdomTree U.S. SmallCap Dividend Fund (DES, ETF).
5-Year PerformanceDES has outperformed JPIB, delivering a return of +6.2% compared to +2.8%
JPIB vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPIB
$1.90B
DES
$1.90B
Expense Ratio
JPIB
0.50%
Winner
DES
0.38%
Max Drawdown
Winner
JPIB
15.66%
DES
68.10%
Sharpe Ratio
JPIB
0.43
Winner
DES
1.46
5Y Beta
Winner
JPIB
0.07
DES
0.83
P/E Ratio
JPIB
N/A
DES
21.88
Forward P/E
JPIB
N/A
DES
13.20
5Y Dividends CAGR
Winner
JPIB
12.81%
DES
6.06%
5Y EPS CAGR
JPIB
N/A
DES
8.81%
P/S Ratio
JPIB
N/A
DES
1.07
P/B Ratio
JPIB
N/A
DES
1.66
JPIB vs DES - Holdings Comparison
JPIB and DES have 0 common holdings. Overlap is 0.00%
JPIB's top 25 holdings weight is 32.80%. DES's top 25 holdings weight is 18.09%.
| Rank | JPIB | DES |
|---|---|---|
| #1 | CANADA (GOVERNMENT OF) 3% (n/a) - 3.74% | KODIAK GAS SERVICES INC (KGS) - 1.09% |
| #2 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 3.48% | TFS FINANCIAL CORP (TFSL) - 1.05% |
| #3 | GERMANY (FEDERAL REPUBLIC OF) 2.1% (n/a) - 3.12% | EPR PROPERTIES (EPR) - 1.05% |
| #4 | CANADA (GOVERNMENT OF) 4% (n/a) - 2.79% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.95% |
| #5 | CANADA (GOVERNMENT OF) 3.25% (n/a) - 2.74% | SONOCO PRODUCTS CO (SON) - 0.92% |
| #6 | BRAZIL (FEDERATIVE REPUBLIC) 10% (n/a) - 2.11% | PATTERSON-UTI ENERGY INC (PTEN) - 0.90% |
| #7 | MEXICO (UNITED MEXICAN STATES) 7.75% (n/a) - 1.42% | CAL-MAINE FOODS INC (CALM) - 0.89% |
| #8 | ITALY (REPUBLIC OF) 3.6% (n/a) - 1.38% | ARCHROCK INC (AROC) - 0.86% |
| #9 | SOUTH AFRICA (REPUBLIC OF) 9% (n/a) - 1.25% | OUTFRONT MEDIA INC (OUT) - 0.83% |
| #10 | UNITED STATES TREASURY NOTES 3.5% (n/a) - 1.09% | n/a (CRC) - 0.82% |
| #11 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.03% | n/a (HASI) - 0.78% |
| #12 | n/a (n/a) - 1.03% | TRAVEL&LEISURE CO (TNL) - 0.74% |
| #13 | CZECH (REPUBLIC OF) 4.9% (n/a) - 0.96% | AVNET INC (AVT) - 0.71% |
| #14 | MEXICO (UNITED MEXICAN STATES) 8.5% (n/a) - 0.94% | BUCKLE INC (BKE) - 0.71% |
| #15 | AUSTRALIA (COMMONWEALTH OF) 1.25% (n/a) - 0.87% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.66% |
| #16 | n/a (n/a) - 0.80% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% |
| #17 | INDONESIA (REPUBLIC OF) 6.75% (n/a) - 0.74% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% |
| #18 | POLAND (REPUBLIC OF) 2% (n/a) - 0.70% | LCI INDUSTRIES INC (LCII) - 0.64% |
| #19 | COLOMBIA (REPUBLIC OF) 13.25% (n/a) - 0.67% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.64% |
| #20 | CAIXABANK S.A. 3.625% (n/a) - 0.66% | NORTHERN OIL & GAS INC (NOG) - 0.63% |
| #21 | n/a (n/a) - 0.27% | KENNAMETAL INC (KMT) - 0.39% |
| #22 | n/a (n/a) - 0.27% | OTTER TAIL CORP (OTTR) - 0.39% |
| #23 | EDP SA 4.625% (n/a) - 0.25% | POWELL INDUSTRIES INC (POWL) - 0.38% |
| #24 | BAYER AG 7% (n/a) - 0.25% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38% |
| #25 | BENIN (THE REPUBLIC OF) 7.96% (n/a) - 0.24% | NORTHWEST BANCSHARES INC (NWBI) - 0.38% |
| Total Holdings | 855 | 488 |
JPIB vs DES - Historical Returns
Returns include dividend reinvestment.
1M
JPIB
+0.56%
Winner
DES
+3.81%
3M
JPIB
-0.63%
Winner
DES
+3.26%
6M
JPIB
+1.05%
Winner
DES
+18.98%
1Y
JPIB
+5.61%
Winner
DES
+28.33%
5Y(CAGR)
JPIB
+2.78%
Winner
DES
+6.17%
10Y(CAGR)
JPIB
+3.59%
Winner
DES
+8.38%
Max(CAGR)
JPIB
+3.59%
Winner
DES
+7.72%
JPIB vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JPIB | DES |
|---|---|---|
| 2026 | +0.29% | +15.52% |
| 2025 | +7.89% | +0.96% |
| 2024 | +4.07% | +9.71% |
| 2023 | +8.43% | +16.28% |
| 2022 | -6.51% | -11.65% |
| 2021 | +0.08% | +27.88% |
| 2020 | +6.99% | -3.69% |
| 2019 | +10.58% | +19.33% |
| 2018 | -1.93% | -13.42% |
| 2017 | +2.61% | +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% |
JPIB vs DES Drawdown Comparison
The maximum drawdown for JPIB was -13.13%, occurring on Mar 19, 2020. Recovery took 95 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current JPIB drawdown is -1.31%. The current DES drawdown is -0.51%.
| Rank | JPIB | DES |
|---|---|---|
| #1 | -13.13% Mar 4, 2020 - Jul 20, 2020 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -11.83% Sep 16, 2021 - Dec 14, 2023 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -3.75% Feb 26, 2026 - Mar 27, 2026 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -3.13% Jan 25, 2018 - Feb 1, 2019 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -2.19% Feb 11, 2021 - Jun 10, 2021 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -1.97% Sep 27, 2024 - Feb 5, 2025 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -1.93% Mar 8, 2024 - May 15, 2024 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -1.78% Aug 12, 2020 - Nov 5, 2020 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -1.51% Feb 21, 2020 - Mar 4, 2020 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -1.44% Feb 28, 2025 - Apr 22, 2025 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -1.27% Dec 28, 2023 - Jan 31, 2024 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -1.13% Feb 1, 2024 - Mar 7, 2024 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -0.91% Oct 28, 2025 - Dec 26, 2025 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -0.89% Nov 6, 2017 - Dec 1, 2017 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -0.86% Oct 7, 2019 - Dec 13, 2019 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between JPIB and DES is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2006 - 2026)
JPIB vs DES dividend yield comparison.
| Year | JPIB | DES |
|---|---|---|
| 2026 | 1.75% | 0.41% |
| 2025 | 4.85% | 2.85% |
| 2024 | 4.57% | 2.81% |
| 2023 | 4.35% | 2.65% |
| 2022 | 3.10% | 2.89% |
| 2021 | 2.59% | 2.31% |
| 2020 | 3.14% | 2.75% |
| 2019 | 4.66% | 2.68% |
| 2018 | 5.83% | 3.65% |
| 2017 | 1.81% | 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% |
Select Stocks to Compare
Popular: JPIB vs SPYDES vs SPY
More Comparisons
Compare with similar stocks