JPST vs IUSB

Comparison between JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF) and ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB, ETF).

5-Year PerformanceJPST has outperformed IUSB, delivering a return of +3.6% compared to +0.5%

JPST vs IUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPST(ETF)	IUSB(ETF)
Net Assets	$38B	$37B
Expense Ratio	0.18%	0.06%
Max Drawdown	3.30%	22.73%
Sharpe Ratio	1.44	0.53
5Y Beta	0.00	0.05
5Y Dividends CAGR	33.32%	9.63%

Net Assets

Winner

JPST

$38B

IUSB

$37B

Expense Ratio

JPST

0.18%

Winner

IUSB

0.06%

Max Drawdown

Winner

JPST

3.30%

IUSB

22.73%

Sharpe Ratio

Winner

JPST

1.44

IUSB

0.53

5Y Beta

Winner

JPST

0.00

IUSB

0.05

5Y Dividends CAGR

Winner

JPST

33.32%

IUSB

9.63%

JPST vs IUSB - Historical Returns

Returns include dividend reinvestment.

Period	JPST	IUSB
1 month	+0.37%	-0.43%
3 months	+0.64%	-1.18%
6 months	+1.88%	+0.67%
1 year	+4.53%	+5.67%
5 years(CAGR)	+3.59%	+0.54%
10 years(CAGR)	+2.98%	+1.97%
Max(CAGR)	+2.98%	+2.20%

Winner

JPST

+0.37%

IUSB

-0.43%

Winner

JPST

+0.64%

IUSB

-1.18%

Winner

JPST

+1.88%

IUSB

+0.67%

JPST

+4.53%

Winner

IUSB

+5.67%

5Y(CAGR)

Winner

JPST

+3.59%

IUSB

+0.54%

10Y(CAGR)

Winner

JPST

+2.98%

IUSB

+1.97%

Max(CAGR)

Winner

JPST

+2.98%

IUSB

+2.20%

JPST vs IUSB - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	JPST	IUSB
2026	+1.16%	+0.23%
2025	+4.95%	+7.38%
2024	+5.58%	+2.60%
2023	+5.15%	+5.66%
2022	+1.14%	-12.47%
2021	+0.11%	-1.17%
2020	+2.18%	+7.38%
2019	+3.42%	+8.95%
2018	+2.25%	-0.27%
2017	+1.00%	+3.93%
2016	N/A	+3.83%
2015	N/A	+0.06%
2014	N/A	+1.90%

JPST vs IUSB Drawdown Comparison

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

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The current IUSB drawdown is -1.54%.

Rank	JPST	IUSB
#1	-3.28% Mar 5, 2020 - May 20, 2020	-17.90% Dec 31, 2020 - Oct 20, 2025
#2	-0.79% Oct 1, 2021 - Nov 8, 2022	-9.90% Mar 6, 2020 - Jun 10, 2020
#3	-0.30% Apr 3, 2025 - Apr 21, 2025	-4.01% Sep 7, 2016 - Jul 21, 2017
#4	-0.28% Sep 26, 2017 - Oct 13, 2017	-3.26% Sep 7, 2017 - Jan 30, 2019
#5	-0.28% May 11, 2023 - Jun 16, 2023	-2.58% Apr 24, 2015 - Mar 16, 2016
#6	-0.15% Feb 26, 2026 - Mar 31, 2026	-2.49% Feb 27, 2026 - Mar 27, 2026
#7	-0.15% Sep 17, 2020 - Oct 21, 2020	-1.78% Sep 4, 2019 - Oct 4, 2019
#8	-0.14% Jun 10, 2020 - Jun 16, 2020	-1.69% Jan 30, 2015 - Mar 24, 2015
#9	-0.12% Mar 8, 2018 - Mar 26, 2018	-1.54% Aug 4, 2020 - Dec 30, 2020
#10	-0.12% Mar 23, 2023 - Apr 4, 2023	-1.31% Oct 4, 2019 - Jan 3, 2020
#11	-0.12% Mar 1, 2021 - Apr 22, 2021	-0.99% Oct 28, 2025 - Nov 26, 2025
#12	-0.10% Jul 26, 2017 - Aug 3, 2017	-0.85% Aug 15, 2014 - Oct 7, 2014
#13	-0.10% Apr 5, 2023 - Apr 24, 2023	-0.76% Jul 8, 2016 - Jul 29, 2016
#14	-0.10% Dec 16, 2024 - Dec 26, 2024	-0.75% Nov 26, 2025 - Jan 14, 2026
#15	-0.10% Oct 2, 2024 - Oct 14, 2024	-0.72% Oct 20, 2014 - Nov 26, 2014

Correlation

Correlation between JPST and IUSB is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57

-101

Dividend Comparison (2014 - 2026)

JPST vs IUSB dividend yield comparison.

Year	JPST	IUSB
2026	1.36%	1.41%
2025	4.43%	4.17%
2024	5.16%	4.04%
2023	4.79%	3.46%
2022	1.83%	2.53%
2021	0.73%	1.74%
2020	1.43%	2.68%
2019	2.69%	3.04%
2018	2.07%	2.98%
2017	0.96%	2.56%
2016	0.00%	2.60%
2015	0.00%	1.95%
2014	0.00%	1.39%