JPST vs SOXX
Comparison between JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF) and ISHARES SEMICONDUCTOR ETF (SOXX, ETF).
5-Year PerformanceSOXX has outperformed JPST, delivering a return of +35.0% compared to +3.6%
JPST vs SOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPST
$38B
SOXX
$38B
Expense Ratio
Winner
JPST
0.18%
SOXX
0.34%
Max Drawdown
Winner
JPST
3.30%
SOXX
70.50%
Sharpe Ratio
JPST
1.01
Winner
SOXX
2.71
5Y Beta
Winner
JPST
0.00
SOXX
1.98
P/E Ratio
JPST
N/A
SOXX
58.54
Forward P/E
JPST
N/A
SOXX
27.57
PEG Ratio
JPST
N/A
SOXX
0.06
5Y Dividends CAGR
Winner
JPST
33.80%
SOXX
9.92%
5Y EPS CAGR
JPST
N/A
SOXX
29.33%
P/S Ratio
JPST
N/A
SOXX
4.03
P/B Ratio
JPST
N/A
SOXX
11.66
JPST vs SOXX - Historical Returns
Returns include dividend reinvestment.
1M
JPST
+0.37%
Winner
SOXX
+23.64%
3M
JPST
+1.01%
Winner
SOXX
+86.22%
6M
JPST
+1.76%
Winner
SOXX
+111.42%
1Y
JPST
+4.31%
Winner
SOXX
+177.59%
5Y(CAGR)
JPST
+3.64%
Winner
SOXX
+34.97%
10Y(CAGR)
JPST
+2.99%
Winner
SOXX
+36.28%
Max(CAGR)
JPST
+2.99%
Winner
SOXX
+14.89%
JPST vs SOXX - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | JPST | SOXX |
|---|---|---|
| 2026 | +1.50% | +100.55% |
| 2025 | +4.95% | +39.87% |
| 2024 | +5.58% | +17.14% |
| 2023 | +5.15% | +68.77% |
| 2022 | +1.14% | -36.35% |
| 2021 | +0.11% | +44.70% |
| 2020 | +2.18% | +49.64% |
| 2019 | +3.42% | +61.39% |
| 2018 | +2.25% | -8.95% |
| 2017 | +1.00% | +39.79% |
| 2016 | N/A | +39.97% |
| 2015 | N/A | -1.92% |
| 2014 | N/A | +31.66% |
| 2013 | N/A | +35.65% |
| 2012 | N/A | +5.30% |
| 2011 | N/A | -11.08% |
| 2010 | N/A | +12.93% |
| 2009 | N/A | +67.17% |
| 2008 | N/A | -50.36% |
| 2007 | N/A | -1.86% |
| 2006 | N/A | -2.41% |
| 2005 | N/A | +15.31% |
| 2004 | N/A | -14.60% |
| 2003 | N/A | +69.70% |
| 2002 | N/A | -49.88% |
| 2001 | N/A | -8.47% |
JPST vs SOXX Drawdown Comparison
The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
| Rank | JPST | SOXX |
|---|---|---|
| #1 | -3.28% Mar 5, 2020 - May 20, 2020 | -70.21% Aug 2, 2001 - Jan 22, 2014 |
| #2 | -0.79% Oct 1, 2021 - Nov 8, 2022 | -45.75% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -0.30% Apr 3, 2025 - Apr 21, 2025 | -41.36% Jul 10, 2024 - Sep 18, 2025 |
| #4 | -0.28% Sep 26, 2017 - Oct 13, 2017 | -34.25% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -0.28% May 11, 2023 - Jun 16, 2023 | -25.24% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -0.15% Feb 26, 2026 - Mar 31, 2026 | -24.64% Jun 1, 2015 - Jul 18, 2016 |
| #7 | -0.15% Sep 17, 2020 - Oct 21, 2020 | -18.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -0.14% Jun 10, 2020 - Jun 16, 2020 | -16.47% Mar 7, 2024 - May 24, 2024 |
| #9 | -0.12% Mar 8, 2018 - Mar 26, 2018 | -16.46% Sep 18, 2014 - Nov 21, 2014 |
| #10 | -0.12% Mar 23, 2023 - Apr 4, 2023 | -15.77% Feb 25, 2026 - Apr 8, 2026 |
| #11 | -0.12% Mar 1, 2021 - Apr 22, 2021 | -14.60% Feb 16, 2021 - Apr 1, 2021 |
| #12 | -0.10% Jul 26, 2017 - Aug 3, 2017 | -13.57% Apr 5, 2021 - Jun 28, 2021 |
| #13 | -0.10% Apr 5, 2023 - Apr 24, 2023 | -13.40% Oct 29, 2025 - Dec 8, 2025 |
| #14 | -0.10% Dec 16, 2024 - Dec 26, 2024 | -12.37% Jan 23, 2018 - Mar 6, 2018 |
| #15 | -0.10% Oct 2, 2024 - Oct 14, 2024 | -12.33% Jun 3, 2026 - Jun 15, 2026 |
Correlation
Correlation between JPST and SOXX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2003 - 2026)
JPST vs SOXX dividend yield comparison.
| Year | JPST | SOXX |
|---|---|---|
| 2026 | 1.69% | 0.08% |
| 2025 | 4.43% | 0.57% |
| 2024 | 5.16% | 0.67% |
| 2023 | 4.79% | 0.78% |
| 2022 | 1.83% | 1.25% |
| 2021 | 0.73% | 0.64% |
| 2020 | 1.43% | 0.81% |
| 2019 | 2.69% | 1.23% |
| 2018 | 2.07% | 1.37% |
| 2017 | 0.96% | 0.90% |
| 2016 | 0.00% | 1.08% |
| 2015 | 0.00% | 1.29% |
| 2014 | 0.00% | 1.56% |
| 2013 | 0.00% | 1.18% |
| 2012 | 0.00% | 1.24% |
| 2011 | 0.00% | 0.84% |
| 2010 | 0.00% | 0.96% |
| 2009 | 0.00% | 0.71% |
| 2008 | 0.00% | 1.37% |
| 2007 | 0.00% | 0.53% |
| 2006 | 0.00% | 0.16% |
| 2005 | 0.00% | 0.05% |
| 2003 | 0.00% | 0.01% |
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