JPSE vs PMMF
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF) and iShares Prime Money Market ETF (PMMF, ETF).
JPSE vs PMMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPSE
$573M
PMMF
$573M
Expense Ratio
JPSE
0.29%
Winner
PMMF
0.20%
Max Drawdown
JPSE
43.24%
Winner
PMMF
0.46%
Sharpe Ratio
Winner
JPSE
1.63
PMMF
0.98
5Y Beta
JPSE
0.91
Winner
PMMF
-0.00
P/E Ratio
JPSE
29.62
PMMF
N/A
Forward P/E
JPSE
14.13
PMMF
N/A
5Y Dividends CAGR
JPSE
10.43%
PMMF
N/A
5Y EPS CAGR
JPSE
10.82%
PMMF
N/A
Debt to Equity
JPSE
113.43%
PMMF
N/A
P/S Ratio
JPSE
1.05
PMMF
N/A
P/B Ratio
JPSE
1.73
PMMF
N/A
JPSE vs PMMF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPSE
+3.40%
PMMF
+0.31%
3M
Winner
JPSE
+14.49%
PMMF
+0.92%
6M
Winner
JPSE
+15.83%
PMMF
+1.82%
1Y
Winner
JPSE
+34.00%
PMMF
+3.98%
5Y(CAGR)
JPSE
+7.43%
PMMF
N/A
10Y(CAGR)
JPSE
+10.88%
PMMF
N/A
Max(CAGR)
Winner
JPSE
+10.88%
PMMF
+4.08%
JPSE vs PMMF - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JPSE | PMMF |
|---|---|---|
| 2026 | +18.12% | +1.60% |
| 2025 | +8.90% | +3.84% |
| 2024 | +8.30% | N/A |
| 2023 | +16.10% | N/A |
| 2022 | -15.23% | N/A |
| 2021 | +29.80% | N/A |
| 2020 | +12.62% | N/A |
| 2019 | +22.59% | N/A |
| 2018 | -8.79% | N/A |
| 2017 | +14.33% | N/A |
| 2016 | +3.67% | N/A |
JPSE vs PMMF Drawdown Comparison
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for PMMF was -0.13%, occurring on Apr 9, 2025. Recovery took 6 trading sessions.
| Rank | JPSE | PMMF |
|---|---|---|
| #1 | -43.02% Jan 16, 2020 - Nov 16, 2020 | -0.13% Apr 8, 2025 - Apr 16, 2025 |
| #2 | -25.57% Nov 8, 2021 - Jul 15, 2024 | -0.12% Feb 18, 2025 - Feb 20, 2025 |
| #3 | -25.49% Nov 25, 2024 - Dec 10, 2025 | -0.07% Apr 17, 2025 - Apr 24, 2025 |
| #4 | -23.26% Sep 14, 2018 - Dec 26, 2019 | -0.05% Feb 21, 2025 - Feb 28, 2025 |
| #5 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -0.03% Apr 29, 2025 - May 5, 2025 |
| #6 | -8.40% Mar 15, 2021 - Jun 1, 2021 | -0.02% Oct 14, 2025 - Oct 17, 2025 |
| #7 | -8.33% Jun 8, 2021 - Oct 20, 2021 | -0.02% Nov 11, 2025 - Nov 13, 2025 |
| #8 | -8.19% Jan 23, 2018 - May 17, 2018 | -0.02% Apr 24, 2025 - Apr 28, 2025 |
| #9 | -8.00% Feb 26, 2026 - Apr 13, 2026 | -0.01% Jul 21, 2025 - Jul 24, 2025 |
| #10 | -5.09% Feb 24, 2021 - Mar 10, 2021 | -0.01% Jun 27, 2025 - Jul 1, 2025 |
| #11 | -4.66% Jul 25, 2017 - Sep 21, 2017 | -0.01% Jul 16, 2025 - Jul 18, 2025 |
| #12 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -0.01% Mar 4, 2025 - Mar 6, 2025 |
| #13 | -4.38% Jan 22, 2021 - Feb 4, 2021 | -0.01% Jun 10, 2026 - Jun 12, 2026 |
| #14 | -4.36% Oct 16, 2024 - Nov 6, 2024 | -0.01% Mar 17, 2025 - Mar 20, 2025 |
| #15 | -4.17% Apr 26, 2017 - Jun 9, 2017 | -0.01% Feb 7, 2025 - Feb 11, 2025 |
Correlation
Correlation between JPSE and PMMF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
JPSE vs PMMF dividend yield comparison.
| Year | JPSE | PMMF |
|---|---|---|
| 2026 | 0.14% | 1.55% |
| 2025 | 1.62% | 3.59% |
| 2024 | 1.66% | 0.00% |
| 2023 | 1.76% | 0.00% |
| 2022 | 1.55% | 0.00% |
| 2021 | 1.24% | 0.00% |
| 2020 | 1.32% | 0.00% |
| 2019 | 1.23% | 0.00% |
| 2018 | 1.18% | 0.00% |
| 2017 | 0.74% | 0.00% |
| 2016 | 0.14% | 0.00% |
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