JPRE vs BDBT

Comparison between JPMORGAN REALTY INCOME ETF (JPRE, ETF) and BLUEMONTE CORE BOND ETF (BDBT, ETF).

JPRE vs BDBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPRE(ETF)	BDBT(ETF)
Net Assets	$481M	$480M
Expense Ratio	0.50%	0.23%
Max Drawdown	31.13%	3.60%
Sharpe Ratio	0.81	-0.13
5Y Beta	0.43	0.10
P/E Ratio	44.39	N/A
Forward P/E	39.02	N/A
PEG Ratio	0.44	N/A
5Y EPS CAGR	9.38%	N/A
Debt to Equity	84.11%	N/A
P/S Ratio	7.47	N/A
P/B Ratio	3.02	N/A

Net Assets

Winner

JPRE

$481M

BDBT

$480M

Expense Ratio

JPRE

0.50%

Winner

BDBT

0.23%

Max Drawdown

JPRE

31.13%

Winner

BDBT

3.60%

Sharpe Ratio

Winner

JPRE

0.81

BDBT

-0.13

5Y Beta

JPRE

0.43

Winner

BDBT

0.10

P/E Ratio

JPRE

44.39

BDBT

N/A

Forward P/E

JPRE

39.02

BDBT

N/A

PEG Ratio

JPRE

0.44

BDBT

N/A

5Y EPS CAGR

JPRE

9.38%

BDBT

N/A

Debt to Equity

JPRE

84.11%

BDBT

N/A

P/S Ratio

JPRE

7.47

BDBT

N/A

P/B Ratio

JPRE

3.02

BDBT

N/A

JPRE vs BDBT - Historical Returns

Returns include dividend reinvestment.

Period	JPRE	BDBT
1 month	+4.25%	-0.57%
3 months	+6.18%	-0.89%
6 months	+13.80%	-0.34%
1 year	+14.78%	+2.99%
5 years(CAGR)	+6.54%	N/A
Max(CAGR)	+6.54%	+3.06%

Winner

JPRE

+4.25%

BDBT

-0.57%

Winner

JPRE

+6.18%

BDBT

-0.89%

Winner

JPRE

+13.80%

BDBT

-0.34%

Winner

JPRE

+14.78%

BDBT

+2.99%

5Y(CAGR)

JPRE

+6.54%

BDBT

N/A

Max(CAGR)

Winner

JPRE

+6.54%

BDBT

+3.06%

JPRE vs BDBT - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	JPRE	BDBT
2026	+16.63%	-0.28%
2025	+2.45%	+3.68%
2024	+6.47%	N/A
2023	+13.26%	N/A
2022	-9.83%	N/A

JPRE vs BDBT Drawdown Comparison

The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.

The maximum drawdown for BDBT was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current JPRE drawdown is -0.02%. The current BDBT drawdown is -2.15%.

Rank	JPRE	BDBT
#1	-23.82% Aug 15, 2022 - Jul 17, 2024	-2.88% Feb 27, 2026 - May 19, 2026
#2	-16.26% Sep 16, 2024 - Feb 12, 2026	-1.03% Jun 30, 2025 - Aug 1, 2025
#3	-12.17% May 27, 2022 - Aug 10, 2022	-1.02% Oct 27, 2025 - Nov 26, 2025
#4	-7.70% Feb 17, 2026 - Apr 16, 2026	-0.99% Nov 26, 2025 - Feb 10, 2026
#5	-3.78% May 26, 2026 - Jun 10, 2026	-0.91% Sep 16, 2025 - Oct 13, 2025
#6	-3.01% Jun 12, 2026 - Jun 26, 2026	-0.51% Aug 13, 2025 - Aug 22, 2025
#7	-2.90% Aug 2, 2024 - Aug 14, 2024	-0.39% Aug 5, 2025 - Aug 13, 2025
#8	-2.82% Apr 20, 2026 - May 6, 2026	-0.36% Aug 28, 2025 - Sep 3, 2025
#9	-2.66% May 6, 2026 - May 20, 2026	-0.23% Feb 10, 2026 - Feb 12, 2026
#10	-2.39% Jun 26, 2026 - Jul 16, 2026	-0.21% Jun 26, 2025 - Jun 30, 2025
#11	-2.07% Jul 23, 2024 - Jul 29, 2024	-0.20% Oct 22, 2025 - Oct 27, 2025
#12	-0.93% Jul 17, 2024 - Jul 23, 2024	-0.16% Feb 13, 2026 - Feb 23, 2026
#13	-0.66% Aug 14, 2024 - Aug 20, 2024	-0.14% Jun 24, 2025 - Jun 26, 2025
#14	-0.57% Jul 16, 2026 - Jul 20, 2026	-0.14% Sep 8, 2025 - Sep 10, 2025
#15	-0.34% Aug 10, 2022 - Aug 12, 2022	-0.13% Aug 22, 2025 - Aug 26, 2025