JPST vs SCHB

Comparison between JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF) and SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF).

5-Year PerformanceSCHB has outperformed JPST, delivering a return of +12.3% compared to +3.6%

JPST vs SCHB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPST(ETF)	SCHB(ETF)
Net Assets	$38B	$37B
Expense Ratio	0.18%	0.03%
Max Drawdown	3.30%	35.27%
Sharpe Ratio	1.37	2.04
5Y Beta	0.00	0.98
P/E Ratio	N/A	27.26
Forward P/E	N/A	20.38
5Y Dividends CAGR	33.32%	4.16%
5Y EPS CAGR	N/A	24.17%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	4.59

Net Assets

Winner

JPST

$38B

SCHB

$37B

Expense Ratio

JPST

0.18%

Winner

SCHB

0.03%

Max Drawdown

Winner

JPST

3.30%

SCHB

35.27%

Sharpe Ratio

JPST

1.37

Winner

SCHB

2.04

5Y Beta

Winner

JPST

0.00

SCHB

0.98

P/E Ratio

JPST

N/A

SCHB

27.26

Forward P/E

JPST

N/A

SCHB

20.38

5Y Dividends CAGR

Winner

JPST

33.32%

SCHB

4.16%

5Y EPS CAGR

JPST

N/A

SCHB

24.17%

P/S Ratio

JPST

N/A

SCHB

3.06

P/B Ratio

JPST

N/A

SCHB

4.59

JPST vs SCHB - Historical Returns

Returns include dividend reinvestment.

Period	JPST	SCHB
1 month	+0.37%	+8.81%
3 months	+0.68%	+6.33%
6 months	+1.84%	+10.63%
1 year	+4.49%	+31.97%
5 years(CAGR)	+3.58%	+12.28%
10 years(CAGR)	+2.98%	+15.05%
Max(CAGR)	+2.98%	+14.38%

JPST

+0.37%

Winner

SCHB

+8.81%

JPST

+0.68%

Winner

SCHB

+6.33%

JPST

+1.84%

Winner

SCHB

+10.63%

JPST

+4.49%

Winner

SCHB

+31.97%

5Y(CAGR)

JPST

+3.58%

Winner

SCHB

+12.28%

10Y(CAGR)

JPST

+2.98%

Winner

SCHB

+15.05%

Max(CAGR)

JPST

+2.98%

Winner

SCHB

+14.38%

JPST vs SCHB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	JPST	SCHB
2026	+1.12%	+8.31%
2025	+4.95%	+17.15%
2024	+5.58%	+24.73%
2023	+5.15%	+26.77%
2022	+1.14%	-19.93%
2021	+0.11%	+27.54%
2020	+2.18%	+19.76%
2019	+3.42%	+30.74%
2018	+2.25%	-6.12%
2017	+1.00%	+20.37%
2016	N/A	+14.36%
2015	N/A	+0.51%
2014	N/A	+13.72%
2013	N/A	+30.06%
2012	N/A	+14.75%
2011	N/A	+0.25%
2010	N/A	+15.16%
2009	N/A	+7.53%

JPST vs SCHB Drawdown Comparison

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

The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

Rank	JPST	SCHB
#1	-3.28% Mar 5, 2020 - May 20, 2020	-35.27% Feb 19, 2020 - Aug 12, 2020
#2	-0.79% Oct 1, 2021 - Nov 8, 2022	-25.40% Dec 27, 2021 - Dec 18, 2023
#3	-0.30% Apr 3, 2025 - Apr 21, 2025	-20.19% Sep 20, 2018 - Apr 23, 2019
#4	-0.28% Sep 26, 2017 - Oct 13, 2017	-20.09% Apr 29, 2011 - Feb 8, 2012
#5	-0.28% May 11, 2023 - Jun 16, 2023	-19.34% Feb 19, 2025 - Jun 27, 2025
#6	-0.15% Feb 26, 2026 - Mar 31, 2026	-15.90% Apr 23, 2010 - Nov 4, 2010
#7	-0.15% Sep 17, 2020 - Oct 21, 2020	-15.06% Jun 23, 2015 - Jun 7, 2016
#8	-0.14% Jun 10, 2020 - Jun 16, 2020	-10.01% Apr 2, 2012 - Aug 16, 2012
#9	-0.12% Mar 8, 2018 - Mar 26, 2018	-9.85% Jan 26, 2018 - Jul 25, 2018
#10	-0.12% Mar 23, 2023 - Apr 4, 2023	-9.26% Sep 2, 2020 - Nov 9, 2020
#11	-0.12% Mar 1, 2021 - Apr 22, 2021	-8.91% Jan 27, 2026 - Apr 14, 2026
#12	-0.10% Jul 26, 2017 - Aug 3, 2017	-8.53% Jul 16, 2024 - Sep 19, 2024
#13	-0.10% Apr 5, 2023 - Apr 24, 2023	-7.90% Jan 19, 2010 - Mar 9, 2010
#14	-0.10% Dec 16, 2024 - Dec 26, 2024	-7.58% Sep 14, 2012 - Jan 2, 2013
#15	-0.10% Oct 2, 2024 - Oct 14, 2024	-7.53% Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.97

-101

Dividend Comparison (2009 - 2026)

JPST vs SCHB dividend yield comparison.

Year	JPST	SCHB
2026	1.36%	0.24%
2025	4.43%	1.11%
2024	5.16%	1.24%
2023	4.79%	1.40%
2022	1.83%	1.61%
2021	0.73%	1.21%
2020	1.43%	1.63%
2019	2.69%	1.80%
2018	2.07%	2.00%
2017	0.96%	1.65%
2016	0.00%	1.86%
2015	0.00%	2.00%
2014	0.00%	1.72%
2013	0.00%	1.63%
2012	0.00%	2.13%
2011	0.00%	1.88%
2010	0.00%	1.46%
2009	0.00%	0.23%