JPST vs VBK

Comparison between JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF) and VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF).

5-Year PerformanceVBK has outperformed JPST, delivering a return of +5.0% compared to +3.6%

JPST vs VBK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPST(ETF)	VBK(ETF)
Net Assets	$38B	$39B
Expense Ratio	0.18%	0.05%
Max Drawdown	3.30%	59.36%
Sharpe Ratio	1.37	1.50
5Y Beta	0.00	1.18
P/E Ratio	N/A	60.66
Forward P/E	N/A	21.76
5Y Dividends CAGR	33.32%	12.10%
5Y EPS CAGR	N/A	18.83%
Debt to Equity	N/A	28.21%
P/S Ratio	N/A	2.85
P/B Ratio	N/A	4.60

Net Assets

JPST

$38B

Winner

VBK

$39B

Expense Ratio

JPST

0.18%

Winner

VBK

0.05%

Max Drawdown

Winner

JPST

3.30%

VBK

59.36%

Sharpe Ratio

JPST

1.37

Winner

VBK

1.50

5Y Beta

Winner

JPST

0.00

VBK

1.18

P/E Ratio

JPST

N/A

VBK

60.66

Forward P/E

JPST

N/A

VBK

21.76

5Y Dividends CAGR

Winner

JPST

33.32%

VBK

12.10%

5Y EPS CAGR

JPST

N/A

VBK

18.83%

Debt to Equity

JPST

N/A

VBK

28.21%

P/S Ratio

JPST

N/A

VBK

2.85

P/B Ratio

JPST

N/A

VBK

4.60

JPST vs VBK - Historical Returns

Returns include dividend reinvestment.

Period	JPST	VBK
1 month	+0.37%	+8.31%
3 months	+0.68%	+7.39%
6 months	+1.84%	+15.27%
1 year	+4.49%	+34.17%
5 years(CAGR)	+3.58%	+5.00%
10 years(CAGR)	+2.98%	+11.87%
Max(CAGR)	+2.98%	+9.85%

JPST

+0.37%

Winner

VBK

+8.31%

JPST

+0.68%

Winner

VBK

+7.39%

JPST

+1.84%

Winner

VBK

+15.27%

JPST

+4.49%

Winner

VBK

+34.17%

5Y(CAGR)

JPST

+3.58%

Winner

VBK

+5.00%

10Y(CAGR)

JPST

+2.98%

Winner

VBK

+11.87%

Max(CAGR)

JPST

+2.98%

Winner

VBK

+9.85%

JPST vs VBK - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	JPST	VBK
2026	+1.12%	+12.04%
2025	+4.95%	+8.29%
2024	+5.58%	+17.96%
2023	+5.15%	+22.53%
2022	+1.14%	-28.70%
2021	+0.11%	+7.63%
2020	+2.18%	+34.73%
2019	+3.42%	+33.46%
2018	+2.25%	-6.53%
2017	+1.00%	+21.21%
2016	N/A	+12.95%
2015	N/A	-2.40%
2014	N/A	+5.05%
2013	N/A	+34.65%
2012	N/A	+16.32%
2011	N/A	-3.15%
2010	N/A	+28.14%
2009	N/A	+38.51%
2008	N/A	-39.30%
2007	N/A	+10.06%
2006	N/A	+10.29%
2005	N/A	+10.57%
2004	N/A	+10.26%

JPST vs VBK Drawdown Comparison

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

The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.

The current VBK drawdown is -1.06%.

Rank	JPST	VBK
#1	-3.28% Mar 5, 2020 - May 20, 2020	-58.69% Oct 10, 2007 - Dec 7, 2010
#2	-0.79% Oct 1, 2021 - Nov 8, 2022	-38.71% Feb 20, 2020 - Jul 29, 2020
#3	-0.30% Apr 3, 2025 - Apr 21, 2025	-38.39% Nov 8, 2021 - Nov 25, 2024
#4	-0.28% Sep 26, 2017 - Oct 13, 2017	-28.93% Jul 7, 2011 - Sep 7, 2012
#5	-0.28% May 11, 2023 - Jun 16, 2023	-27.54% Dec 4, 2024 - Sep 18, 2025
#6	-0.15% Feb 26, 2026 - Mar 31, 2026	-26.61% Jun 23, 2015 - Dec 8, 2016
#7	-0.15% Sep 17, 2020 - Oct 21, 2020	-25.96% Sep 4, 2018 - Jul 3, 2019
#8	-0.14% Jun 10, 2020 - Jun 16, 2020	-18.24% Apr 5, 2004 - Nov 12, 2004
#9	-0.12% Mar 8, 2018 - Mar 26, 2018	-16.98% May 8, 2006 - Feb 1, 2007
#10	-0.12% Mar 23, 2023 - Apr 4, 2023	-13.64% Feb 12, 2021 - Nov 1, 2021
#11	-0.12% Mar 1, 2021 - Apr 22, 2021	-13.23% Mar 4, 2014 - Feb 5, 2015
#12	-0.10% Jul 26, 2017 - Aug 3, 2017	-11.44% Jan 22, 2026 - Apr 15, 2026
#13	-0.10% Apr 5, 2023 - Apr 24, 2023	-10.96% Jul 19, 2007 - Oct 5, 2007
#14	-0.10% Dec 16, 2024 - Dec 26, 2024	-10.15% Apr 29, 2011 - Jul 7, 2011
#15	-0.10% Oct 2, 2024 - Oct 14, 2024	-9.88% Sep 14, 2012 - Jan 2, 2013

Correlation

Correlation between JPST and VBK is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2004 - 2026)

JPST vs VBK dividend yield comparison.

Year	JPST	VBK
2026	1.36%	0.10%
2025	4.43%	0.54%
2024	5.16%	0.54%
2023	4.79%	0.68%
2022	1.83%	0.55%
2021	0.73%	0.36%
2020	1.43%	0.44%
2019	2.69%	0.57%
2018	2.07%	0.79%
2017	0.96%	0.82%
2016	0.00%	1.08%
2015	0.00%	0.98%
2014	0.00%	1.01%
2013	0.00%	0.65%
2012	0.00%	1.04%
2011	0.00%	0.55%
2010	0.00%	0.46%
2009	0.00%	0.40%
2008	0.00%	1.04%
2007	0.00%	0.58%
2006	0.00%	0.41%
2005	0.00%	0.37%
2004	0.00%	0.16%