JPME vs IBHH

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF) and ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF (IBHH, ETF).

JPME vs IBHH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPME(ETF)	IBHH(ETF)
Net Assets	$437M	$437M
Expense Ratio	0.24%	0.35%
Max Drawdown	41.01%	14.74%
Sharpe Ratio	1.43	0.82
5Y Beta	0.74	0.19
P/E Ratio	22.16	N/A
Forward P/E	15.14	N/A
5Y Dividends CAGR	13.97%	N/A
5Y EPS CAGR	11.07%	N/A
Debt to Equity	53.75%	N/A
P/S Ratio	1.36	N/A
P/B Ratio	2.40	N/A

Net Assets

JPME

$437M

Winner

IBHH

$437M

Expense Ratio

Winner

JPME

0.24%

IBHH

0.35%

Max Drawdown

JPME

41.01%

Winner

IBHH

14.74%

Sharpe Ratio

Winner

JPME

1.43

IBHH

0.82

5Y Beta

JPME

0.74

Winner

IBHH

0.19

P/E Ratio

JPME

22.16

IBHH

N/A

Forward P/E

JPME

15.14

IBHH

N/A

5Y Dividends CAGR

JPME

13.97%

IBHH

N/A

5Y EPS CAGR

JPME

11.07%

IBHH

N/A

Debt to Equity

JPME

53.75%

IBHH

N/A

P/S Ratio

JPME

1.36

IBHH

N/A

P/B Ratio

JPME

2.40

IBHH

N/A

JPME vs IBHH - Historical Returns

Returns include dividend reinvestment.

Period	JPME	IBHH
1 month	+0.49%	-0.05%
3 months	+4.65%	+0.88%
6 months	+12.71%	+1.94%
1 year	+22.62%	+6.23%
5 years(CAGR)	+8.49%	+5.21%
10 years(CAGR)	+10.94%	N/A
Max(CAGR)	+11.24%	+5.21%

Winner

JPME

+0.49%

IBHH

-0.05%

Winner

JPME

+4.65%

IBHH

+0.88%

Winner

JPME

+12.71%

IBHH

+1.94%

Winner

JPME

+22.62%

IBHH

+6.23%

5Y(CAGR)

Winner

JPME

+8.49%

IBHH

+5.21%

10Y(CAGR)

JPME

+10.94%

IBHH

N/A

Max(CAGR)

Winner

JPME

+11.24%

IBHH

+5.21%

JPME vs IBHH - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	JPME	IBHH
2026	+11.69%	+1.50%
2025	+8.39%	+7.69%
2024	+13.32%	+8.26%
2023	+11.82%	+12.70%
2022	-9.80%	-6.71%
2021	+30.73%	N/A
2020	+8.62%	N/A
2019	+25.84%	N/A
2018	-9.19%	N/A
2017	+18.60%	N/A
2016	+10.30%	N/A

JPME vs IBHH Drawdown Comparison

The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

The maximum drawdown for IBHH was -12.04%, occurring on Sep 27, 2022. Recovery took 414 trading sessions.

The current JPME drawdown is -0.96%. The current IBHH drawdown is -0.40%.

Rank	JPME	IBHH
#1	-41.01% Jan 17, 2020 - Nov 16, 2020	-12.04% Mar 31, 2022 - Nov 22, 2023
#2	-19.91% Aug 29, 2018 - Jul 3, 2019	-4.66% Feb 28, 2025 - May 12, 2025
#3	-19.30% Jan 4, 2022 - Dec 26, 2023	-2.08% Mar 10, 2022 - Mar 17, 2022
#4	-18.70% Nov 29, 2024 - Sep 11, 2025	-1.88% Mar 27, 2024 - May 6, 2024
#5	-7.57% Jan 26, 2018 - Jul 19, 2018	-1.49% Dec 27, 2023 - Feb 1, 2024
#6	-6.84% Mar 2, 2026 - Apr 17, 2026	-1.49% Dec 6, 2024 - Jan 16, 2025
#7	-6.58% Nov 16, 2021 - Dec 27, 2021	-1.46% Sep 19, 2024 - Nov 29, 2024
#8	-6.56% Jul 26, 2019 - Nov 1, 2019	-1.22% Feb 23, 2026 - Apr 8, 2026
#9	-6.51% Mar 28, 2024 - Jul 16, 2024	-1.11% Feb 1, 2024 - Mar 6, 2024
#10	-5.27% Jun 8, 2016 - Jul 12, 2016	-1.00% Oct 1, 2025 - Oct 23, 2025
#11	-5.26% Aug 23, 2016 - Nov 21, 2016	-0.95% May 15, 2024 - Jun 5, 2024
#12	-5.09% Jul 31, 2024 - Aug 19, 2024	-0.92% Mar 18, 2022 - Mar 29, 2022
#13	-4.85% Sep 2, 2021 - Oct 20, 2021	-0.88% Jul 31, 2024 - Aug 13, 2024
#14	-4.58% Jan 20, 2021 - Feb 8, 2021	-0.81% May 19, 2025 - May 29, 2025
#15	-4.42% Sep 11, 2025 - Nov 26, 2025	-0.74% Dec 4, 2023 - Dec 13, 2023

Correlation

Correlation between JPME and IBHH is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2016 - 2026)

JPME vs IBHH dividend yield comparison.

Year	JPME	IBHH
2026	0.33%	2.62%
2025	2.03%	6.39%
2024	1.77%	6.93%
2023	1.84%	6.65%
2022	1.84%	5.36%
2021	1.44%	0.00%
2020	1.51%	0.00%
2019	1.68%	0.00%
2018	1.80%	0.00%
2017	1.17%	0.00%
2016	0.91%	0.00%