JPST vs DGRO

Comparison between JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF) and ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF).

5-Year PerformanceDGRO has outperformed JPST, delivering a return of +9.9% compared to +3.6%

JPST vs DGRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPST(ETF)	DGRO(ETF)
Net Assets	$38B	$38B
Expense Ratio	0.18%	0.08%
Max Drawdown	3.30%	35.10%
Sharpe Ratio	1.37	1.79
5Y Beta	0.00	0.65
P/E Ratio	N/A	22.50
Forward P/E	N/A	17.97
PEG Ratio	N/A	0.47
5Y Dividends CAGR	33.32%	11.61%
5Y EPS CAGR	N/A	12.20%
Debt to Equity	N/A	1.97%
P/S Ratio	N/A	2.49
P/B Ratio	N/A	3.85

Net Assets

JPST

$38B

DGRO

$38B

Expense Ratio

JPST

0.18%

Winner

DGRO

0.08%

Max Drawdown

Winner

JPST

3.30%

DGRO

35.10%

Sharpe Ratio

JPST

1.37

Winner

DGRO

1.79

5Y Beta

Winner

JPST

0.00

DGRO

0.65

P/E Ratio

JPST

N/A

DGRO

22.50

Forward P/E

JPST

N/A

DGRO

17.97

PEG Ratio

JPST

N/A

DGRO

0.47

5Y Dividends CAGR

Winner

JPST

33.32%

DGRO

11.61%

5Y EPS CAGR

JPST

N/A

DGRO

12.20%

Debt to Equity

JPST

N/A

DGRO

1.97%

P/S Ratio

JPST

N/A

DGRO

2.49

P/B Ratio

JPST

N/A

DGRO

3.85

JPST vs DGRO - Historical Returns

Returns include dividend reinvestment.

Period	JPST	DGRO
1 month	+0.37%	+1.36%
3 months	+0.68%	-0.73%
6 months	+1.84%	+8.94%
1 year	+4.49%	+22.99%
5 years(CAGR)	+3.58%	+9.86%
10 years(CAGR)	+2.98%	+13.23%
Max(CAGR)	+2.98%	+12.11%

JPST

+0.37%

Winner

DGRO

+1.36%

Winner

JPST

+0.68%

DGRO

-0.73%

JPST

+1.84%

Winner

DGRO

+8.94%

JPST

+4.49%

Winner

DGRO

+22.99%

5Y(CAGR)

JPST

+3.58%

Winner

DGRO

+9.86%

10Y(CAGR)

JPST

+2.98%

Winner

DGRO

+13.23%

Max(CAGR)

JPST

+2.98%

Winner

DGRO

+12.11%

JPST vs DGRO - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	JPST	DGRO
2026	+1.12%	+5.07%
2025	+4.95%	+16.12%
2024	+5.58%	+16.28%
2023	+5.15%	+10.80%
2022	+1.14%	-8.02%
2021	+0.11%	+28.44%
2020	+2.18%	+8.75%
2019	+3.42%	+30.11%
2018	+2.25%	-2.69%
2017	+1.00%	+22.33%
2016	N/A	+16.95%
2015	N/A	-0.62%
2014	N/A	+8.55%

JPST vs DGRO Drawdown Comparison

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current DGRO drawdown is -0.94%.

Rank	JPST	DGRO
#1	-3.28% Mar 5, 2020 - May 20, 2020	-35.10% Feb 12, 2020 - Nov 9, 2020
#2	-0.79% Oct 1, 2021 - Nov 8, 2022	-19.30% Jan 4, 2022 - Dec 14, 2023
#3	-0.30% Apr 3, 2025 - Apr 21, 2025	-16.64% Sep 21, 2018 - Apr 4, 2019
#4	-0.28% Sep 26, 2017 - Oct 13, 2017	-14.02% Nov 29, 2024 - Jun 30, 2025
#5	-0.28% May 11, 2023 - Jun 16, 2023	-11.31% May 18, 2015 - Mar 18, 2016
#6	-0.15% Feb 26, 2026 - Mar 31, 2026	-10.57% Jan 26, 2018 - Aug 20, 2018
#7	-0.15% Sep 17, 2020 - Oct 21, 2020	-6.47% Feb 11, 2026 - Apr 30, 2026
#8	-0.14% Jun 10, 2020 - Jun 16, 2020	-6.16% Sep 18, 2014 - Oct 31, 2014
#9	-0.12% Mar 8, 2018 - Mar 26, 2018	-6.08% Jul 26, 2019 - Sep 11, 2019
#10	-0.12% Mar 23, 2023 - Apr 4, 2023	-5.77% Apr 30, 2019 - Jun 18, 2019
#11	-0.12% Mar 1, 2021 - Apr 22, 2021	-5.12% Dec 29, 2014 - Feb 24, 2015
#12	-0.10% Jul 26, 2017 - Aug 3, 2017	-4.97% Jun 23, 2016 - Jul 8, 2016
#13	-0.10% Apr 5, 2023 - Apr 24, 2023	-4.93% Aug 16, 2021 - Oct 20, 2021
#14	-0.10% Dec 16, 2024 - Dec 26, 2024	-4.87% Mar 28, 2024 - May 15, 2024
#15	-0.10% Oct 2, 2024 - Oct 14, 2024	-4.56% Aug 15, 2016 - Nov 10, 2016

Correlation

Correlation between JPST and DGRO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2014 - 2026)

JPST vs DGRO dividend yield comparison.

Year	JPST	DGRO
2026	1.36%	0.45%
2025	4.43%	2.09%
2024	5.16%	2.26%
2023	4.79%	2.45%
2022	1.83%	2.34%
2021	0.73%	1.93%
2020	1.43%	2.30%
2019	2.69%	2.21%
2018	2.07%	2.44%
2017	0.96%	2.03%
2016	0.00%	2.27%
2015	0.00%	2.52%
2014	0.00%	0.97%