JPME vs NUBD
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF) and NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF).
5-Year PerformanceJPME has outperformed NUBD, delivering a return of +9.0% compared to -0.4%
JPME vs NUBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JPME vs NUBD - Historical Returns
Returns include dividend reinvestment.
JPME vs NUBD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JPME | NUBD |
|---|---|---|
| 2026 | +17.15% | +0.01% |
| 2025 | +8.39% | +6.82% |
| 2024 | +13.32% | +1.76% |
| 2023 | +11.82% | +5.01% |
| 2022 | -9.80% | -12.33% |
| 2021 | +30.73% | -2.19% |
| 2020 | +8.62% | +6.94% |
| 2019 | +25.84% | +8.00% |
| 2018 | -9.19% | +0.57% |
| 2017 | +18.60% | +0.26% |
| 2016 | +10.30% | N/A |
JPME vs NUBD Drawdown Comparison
The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current JPME drawdown is -1.31%. The current NUBD drawdown is -4.12%.
| Rank | JPME | NUBD |
|---|---|---|
| #1 | -41.01% Jan 17, 2020 - Nov 16, 2020 | -19.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -19.91% Aug 29, 2018 - Jul 3, 2019 | -7.28% Mar 9, 2020 - Apr 15, 2020 |
| #3 | -19.30% Jan 4, 2022 - Dec 26, 2023 | -2.73% Dec 15, 2017 - Dec 28, 2018 |
| #4 | -18.70% Nov 29, 2024 - Sep 11, 2025 | -1.98% Sep 4, 2019 - Oct 4, 2019 |
| #5 | -7.57% Jan 26, 2018 - Jul 19, 2018 | -1.50% Oct 4, 2019 - Jan 21, 2020 |
| #6 | -6.84% Mar 2, 2026 - Apr 17, 2026 | -0.97% Apr 16, 2020 - May 29, 2020 |
| #7 | -6.58% Nov 16, 2021 - Dec 27, 2021 | -0.69% Jun 1, 2020 - Jun 10, 2020 |
| #8 | -6.56% Jul 26, 2019 - Nov 1, 2019 | -0.67% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -6.51% Mar 28, 2024 - Jul 16, 2024 | -0.63% Mar 27, 2019 - May 7, 2019 |
| #10 | -5.27% Jun 8, 2016 - Jul 12, 2016 | -0.61% Oct 16, 2017 - Dec 15, 2017 |
| #11 | -5.26% Aug 23, 2016 - Nov 21, 2016 | -0.54% Feb 3, 2020 - Feb 18, 2020 |
| #12 | -5.09% Jul 31, 2024 - Aug 19, 2024 | -0.49% Jan 3, 2019 - Jan 30, 2019 |
| #13 | -4.85% Sep 2, 2021 - Oct 20, 2021 | -0.34% Oct 3, 2017 - Oct 16, 2017 |
| #14 | -4.58% Jan 20, 2021 - Feb 8, 2021 | -0.33% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -4.42% Sep 11, 2025 - Nov 26, 2025 | -0.31% Jun 15, 2020 - Jun 26, 2020 |
Correlation
Correlation between JPME and NUBD is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2016 - 2026)
JPME vs NUBD dividend yield comparison.
| Year | JPME | NUBD |
|---|---|---|
| 2026 | 0.72% | 2.37% |
| 2025 | 2.03% | 3.90% |
| 2024 | 1.77% | 3.51% |
| 2023 | 1.84% | 2.99% |
| 2022 | 1.84% | 2.83% |
| 2021 | 1.44% | 2.05% |
| 2020 | 1.51% | 2.21% |
| 2019 | 1.68% | 2.66% |
| 2018 | 1.80% | 3.08% |
| 2017 | 1.17% | 0.58% |
| 2016 | 0.91% | 0.00% |
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