JPO vs ZTRE
Comparison between YIELDMAX(R) JP OPTION INCOME STRATEGY ETF (JPO, ETF) and F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTRE, ETF).
JPO vs ZTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPO
$41M
ZTRE
$41M
Expense Ratio
JPO
1.04%
Winner
ZTRE
0.15%
Max Drawdown
JPO
39.25%
Winner
ZTRE
1.94%
Sharpe Ratio
Winner
JPO
0.65
ZTRE
0.06
5Y Beta
JPO
0.75
Winner
ZTRE
0.03
JPO vs ZTRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPO
+0.43%
ZTRE
-0.06%
3M
Winner
JPO
+7.21%
ZTRE
-0.16%
6M
JPO
-0.41%
Winner
ZTRE
+0.81%
1Y
Winner
JPO
+16.08%
ZTRE
+3.95%
Max(CAGR)
Winner
JPO
+14.18%
ZTRE
+4.94%
JPO vs ZTRE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JPO | ZTRE |
|---|---|---|
| 2026 | -2.98% | +0.26% |
| 2025 | +22.52% | +6.60% |
| 2024 | +13.34% | +0.37% |
| 2023 | +5.05% | N/A |
JPO vs ZTRE Drawdown Comparison
The maximum drawdown for JPO was -24.77%, occurring on Apr 4, 2025. Recovery took 94 trading sessions.
The maximum drawdown for ZTRE was -1.45%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The current JPO drawdown is -4.76%. The current ZTRE drawdown is -0.54%.
| Rank | JPO | ZTRE |
|---|---|---|
| #1 | -24.77% Feb 18, 2025 - Jul 3, 2025 | -1.45% Feb 23, 2026 - Mar 26, 2026 |
| #2 | -14.22% Jan 6, 2026 - Mar 12, 2026 | -1.16% Apr 3, 2025 - Apr 25, 2025 |
| #3 | -10.64% Apr 8, 2024 - Nov 6, 2024 | -0.52% Apr 30, 2025 - May 27, 2025 |
| #4 | -9.93% Oct 13, 2023 - Dec 19, 2023 | -0.40% Oct 28, 2025 - Nov 21, 2025 |
| #5 | -6.89% Nov 29, 2024 - Jan 15, 2025 | -0.39% Jun 4, 2025 - Jun 12, 2025 |
| #6 | -6.51% Nov 12, 2025 - Dec 23, 2025 | -0.37% Dec 30, 2024 - Jan 15, 2025 |
| #7 | -5.09% Sep 26, 2025 - Nov 6, 2025 | -0.36% Mar 4, 2025 - Mar 19, 2025 |
| #8 | -4.08% Jul 3, 2025 - Jul 28, 2025 | -0.35% Jun 30, 2025 - Jul 21, 2025 |
| #9 | -3.22% Jul 30, 2025 - Aug 26, 2025 | -0.34% Sep 16, 2025 - Oct 1, 2025 |
| #10 | -2.93% Sep 4, 2025 - Sep 11, 2025 | -0.32% Feb 5, 2025 - Feb 14, 2025 |
| #11 | -2.84% Sep 18, 2023 - Oct 13, 2023 | -0.27% Nov 26, 2025 - Dec 16, 2025 |
| #12 | -2.79% Nov 6, 2024 - Nov 22, 2024 | -0.19% Mar 21, 2025 - Mar 28, 2025 |
| #13 | -1.87% Feb 6, 2025 - Feb 12, 2025 | -0.19% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -1.74% Feb 20, 2024 - Feb 22, 2024 | -0.18% Jul 22, 2025 - Aug 1, 2025 |
| #15 | -1.55% Mar 22, 2024 - Mar 27, 2024 | -0.16% Oct 2, 2025 - Oct 13, 2025 |
Correlation
Correlation between JPO and ZTRE is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2023 - 2026)
JPO vs ZTRE dividend yield comparison.
| Year | JPO | ZTRE |
|---|---|---|
| 2026 | 13.43% | 1.76% |
| 2025 | 34.13% | 4.37% |
| 2024 | 25.15% | 0.39% |
| 2023 | 4.84% | 0.00% |
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