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JPMB vs JPM

Comparison between JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF (JPMB, ETF) and JPMorgan Chase & Company (JPM, Company).

5-Year PerformanceJPM has outperformed JPMB, delivering a return of +16.3% compared to +1.3%

JPMB vs JPM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
JPMB
$68M
Winner
JPM
$813B
Expense Ratio
JPMB
0.39%
JPM
N/A
Max Drawdown
Winner
JPMB
32.89%
JPM
76.47%
Sharpe Ratio
Winner
JPMB
1.23
JPM
0.81
5Y Beta
Winner
JPMB
0.24
JPM
0.94
Industry
JPMB
N/A
JPM
Banks - Diversified
P/E Ratio
JPMB
N/A
JPM
13.69
Forward P/E
JPMB
N/A
JPM
14.27
PEG Ratio
JPMB
N/A
JPM
1.39
Dividend Yield
JPMB
N/A
JPM
1.90%
5Y Dividends CAGR
JPMB
0.85%
Winner
JPM
10.38%
5Y EPS CAGR
JPMB
N/A
JPM
15.42%
Debt to Equity
JPMB
N/A
JPM
18.69%
Free Cash Flow Yield
JPMB
N/A
JPM
-13.25%
P/S Ratio
JPMB
N/A
JPM
4.62
P/B Ratio
JPMB
N/A
JPM
2.33

JPMB vs JPM - Historical Returns

Returns include dividend reinvestment.

1M
JPMB
+0.45%
Winner
JPM
+1.00%
3M
JPMB
+0.63%
Winner
JPM
+6.99%
6M
Winner
JPMB
+1.50%
JPM
+0.14%
1Y
JPMB
+10.74%
Winner
JPM
+21.59%
5Y(CAGR)
JPMB
+1.34%
Winner
JPM
+16.33%
10Y(CAGR)
JPMB
+2.60%
Winner
JPM
+20.12%
Max(CAGR)
JPMB
+2.60%
Winner
JPM
+9.92%

JPMB vs JPM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJPMBJPM
2026+1.29%-3.07%
2025+13.46%+37.16%
2024+2.42%+42.61%
2023+9.32%+29.64%
2022-15.26%-14.42%
2021-2.28%+28.94%
2020+4.80%-6.65%
2019+17.61%+44.76%
2018-4.72%-7.52%
2017N/A+25.37%
2016N/A+38.70%
2015N/A+7.83%
2014N/A+9.67%
2013N/A+33.70%
2012N/A+29.44%
2011N/A-22.11%
2010N/A-0.63%
2009N/A+33.35%
2008N/A-23.19%
2007N/A-7.11%
2006N/A+24.04%
2005N/A+5.36%
2004N/A+9.28%
2003N/A+49.22%
2002N/A-31.35%
2001N/A-13.56%
2000N/A-1.95%
1999N/A-7.03%

JPMB vs JPM Drawdown Comparison

The maximum drawdown for JPMB was -26.33%, occurring on Mar 19, 2020. Recovery took 193 trading sessions.

The maximum drawdown for JPM was -73.07%, occurring on Oct 9, 2002. Recovery took 1715 trading sessions.

The current JPMB drawdown is -0.74%. The current JPM drawdown is -6.14%.

RankJPMBJPM
#1-26.33%
Feb 21, 2020 - Nov 24, 2020
-73.07%
Mar 23, 2000 - Jan 22, 2007
#2-26.16%
Sep 2, 2021 - Sep 5, 2025
-68.15%
May 9, 2007 - Jan 16, 2013
#3-7.39%
Jan 31, 2018 - Feb 25, 2019
-43.62%
Jan 2, 2020 - Jan 7, 2021
#4-6.60%
Jan 4, 2021 - Sep 2, 2021
-38.75%
Oct 22, 2021 - Dec 14, 2023
#5-4.60%
Feb 27, 2026 - Jun 2, 2026
-24.39%
Feb 18, 2025 - Jun 23, 2025
#6-1.63%
Sep 4, 2019 - Dec 11, 2019
-23.20%
Jul 22, 2015 - Oct 5, 2016
#7-1.20%
Jul 25, 2019 - Aug 8, 2019
-21.79%
Sep 20, 2018 - Apr 29, 2019
#8-1.20%
Oct 27, 2025 - Dec 3, 2025
-18.59%
Nov 5, 1999 - Mar 16, 2000
#9-0.90%
Dec 3, 2025 - Dec 24, 2025
-15.47%
Jan 6, 2026 - Mar 27, 2026
#10-0.84%
May 3, 2019 - May 30, 2019
-13.34%
Dec 30, 2014 - Apr 14, 2015
#11-0.81%
Oct 1, 2025 - Oct 15, 2025
-12.64%
Feb 26, 2018 - Aug 7, 2018
#12-0.78%
Dec 29, 2025 - Jan 23, 2026
-12.16%
Mar 24, 2014 - Sep 17, 2014
#13-0.74%
Aug 9, 2019 - Aug 16, 2019
-11.73%
Mar 1, 2017 - Jul 3, 2017
#14-0.74%
Jun 2, 2026 - Jun 5, 2026
-11.21%
Jul 23, 2013 - Nov 21, 2013
#15-0.55%
Feb 28, 2019 - Mar 12, 2019
-11.19%
Jun 4, 2021 - Sep 27, 2021

Correlation

Correlation between JPMB and JPM is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (2000 - 2026)

JPMB vs JPM dividend yield comparison.

YearJPMBJPM
20262.42%0.96%
20256.71%1.72%
20246.32%1.92%
20235.99%2.38%
20224.94%2.98%
20214.29%2.34%
20204.29%2.83%
20194.51%2.37%
20184.58%2.54%
20170.00%1.91%
20160.00%2.13%
20150.00%2.54%
20140.00%2.49%
20130.00%2.33%
20120.00%2.62%
20110.00%2.41%
20100.00%0.47%
20090.00%1.27%
20080.00%4.82%
20070.00%3.30%
20060.00%2.82%
20050.00%3.43%
20040.00%3.49%
20030.00%3.70%
20020.00%5.67%
20010.00%5.56%
20000.00%4.91%

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