JPRE vs ETB

Comparison between JPMORGAN REALTY INCOME ETF (JPRE, ETF) and Eaton Vance Tax-Managed Buy-Write Income Fund (ETB, ETF).

JPRE vs ETB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPRE(ETF)	ETB(ETF)
Net Assets	$485M	$485M
Expense Ratio	0.50%	N/A
Max Drawdown	31.13%	59.40%
Sharpe Ratio	0.67	1.23
5Y Beta	0.45	0.75
P/E Ratio	42.56	N/A
Forward P/E	35.79	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	N/A	1.20%
5Y EPS CAGR	9.71%	N/A
Debt to Equity	78.87%	N/A
P/S Ratio	7.29	N/A
P/B Ratio	2.96	N/A

Net Assets

JPRE

$485M

ETB

$485M

Expense Ratio

JPRE

0.50%

ETB

N/A

Max Drawdown

Winner

JPRE

31.13%

ETB

59.40%

Sharpe Ratio

JPRE

0.67

Winner

ETB

1.23

5Y Beta

Winner

JPRE

0.45

ETB

0.75

P/E Ratio

JPRE

42.56

ETB

N/A

Forward P/E

JPRE

35.79

ETB

N/A

PEG Ratio

JPRE

0.44

ETB

N/A

5Y Dividends CAGR

JPRE

N/A

ETB

1.20%

5Y EPS CAGR

JPRE

9.71%

ETB

N/A

Debt to Equity

JPRE

78.87%

ETB

N/A

P/S Ratio

JPRE

7.29

ETB

N/A

P/B Ratio

JPRE

2.96

ETB

N/A

JPRE vs ETB - Historical Returns

Returns include dividend reinvestment.

Period	JPRE	ETB
1 month	+1.59%	-0.54%
3 months	+3.64%	+1.71%
6 months	+11.92%	+4.06%
1 year	+12.36%	+18.75%
5 years(CAGR)	+5.73%	+7.29%
10 years(CAGR)	N/A	+8.33%
Max(CAGR)	+5.73%	+8.10%

Winner

JPRE

+1.59%

ETB

-0.54%

Winner

JPRE

+3.64%

ETB

+1.71%

Winner

JPRE

+11.92%

ETB

+4.06%

JPRE

+12.36%

Winner

ETB

+18.75%

5Y(CAGR)

JPRE

+5.73%

Winner

ETB

+7.29%

10Y(CAGR)

JPRE

N/A

ETB

+8.33%

Max(CAGR)

JPRE

+5.73%

Winner

ETB

+8.10%

JPRE vs ETB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	JPRE	ETB
2026	+12.20%	+3.33%
2025	+2.45%	+11.50%
2024	+6.47%	+26.79%
2023	+13.26%	+7.26%
2022	-9.83%	-17.06%
2021	N/A	+26.64%
2020	N/A	+0.51%
2019	N/A	+29.45%
2018	N/A	-12.67%
2017	N/A	+12.37%
2016	N/A	+8.92%
2015	N/A	+13.83%
2014	N/A	+16.83%
2013	N/A	+11.61%
2012	N/A	+19.91%
2011	N/A	-3.08%
2010	N/A	-4.88%
2009	N/A	+46.53%
2008	N/A	-19.08%
2007	N/A	-8.12%
2006	N/A	+26.09%
2005	N/A	-4.99%

JPRE vs ETB Drawdown Comparison

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

The maximum drawdown for ETB was -50.92%, occurring on Nov 20, 2008. Recovery took 578 trading sessions.

The current JPRE drawdown is -0.59%. The current ETB drawdown is -2.31%.

Rank	JPRE	ETB
#1	-23.82% Aug 15, 2022 - Jul 17, 2024	-50.92% Jun 1, 2007 - Sep 16, 2009
#2	-16.26% Sep 16, 2024 - Feb 12, 2026	-45.03% Feb 19, 2020 - Mar 17, 2021
#3	-12.17% May 27, 2022 - Aug 10, 2022	-25.67% Mar 24, 2010 - Jul 13, 2012
#4	-7.70% Feb 17, 2026 - Apr 16, 2026	-24.54% Sep 20, 2018 - Apr 29, 2019
#5	-3.78% May 26, 2026 - Jun 1, 2026	-23.45% Mar 22, 2022 - Jul 12, 2024
#6	-2.90% Aug 2, 2024 - Aug 14, 2024	-20.10% Jan 23, 2025 - Aug 6, 2025
#7	-2.82% Apr 20, 2026 - May 6, 2026	-17.38% Dec 29, 2015 - Apr 12, 2016
#8	-2.66% May 6, 2026 - May 20, 2026	-14.19% Jan 14, 2010 - Mar 10, 2010
#9	-2.07% Jul 23, 2024 - Jul 29, 2024	-13.97% Oct 15, 2012 - Jan 15, 2013
#10	-0.93% Jul 17, 2024 - Jul 23, 2024	-12.26% Aug 2, 2005 - Mar 13, 2006
#11	-0.66% Aug 14, 2024 - Aug 20, 2024	-11.06% Jul 28, 2014 - Oct 31, 2014
#12	-0.34% Aug 10, 2022 - Aug 12, 2022	-10.54% Aug 19, 2015 - Nov 23, 2015
#13	-0.25% Aug 23, 2024 - Aug 30, 2024	-9.17% Feb 25, 2026 - Apr 15, 2026
#14	-0.14% Sep 10, 2024 - Sep 12, 2024	-9.02% Jan 12, 2022 - Feb 16, 2022
#15	-0.11% Jul 30, 2024 - Aug 1, 2024	-8.93% Jan 12, 2018 - Jul 17, 2018

Correlation

Correlation between JPRE and ETB is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2005 - 2026)

JPRE vs ETB dividend yield comparison.

Year	JPRE	ETB
2026	0.29%	3.47%
2025	2.62%	8.31%
2024	2.21%	8.21%
2023	3.26%	8.62%
2022	10.60%	9.63%
2021	0.00%	7.57%
2020	0.00%	8.64%
2019	0.00%	7.90%
2018	0.00%	9.64%
2017	0.00%	7.75%
2016	0.00%	7.85%
2015	0.00%	7.77%
2014	0.00%	8.15%
2013	0.00%	8.70%
2012	0.00%	9.24%
2011	0.00%	10.09%
2010	0.00%	12.49%
2009	0.00%	10.68%
2008	0.00%	14.37%
2007	0.00%	10.33%
2006	0.00%	8.53%
2005	0.00%	4.96%