JPUS vs IBHH

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF) and ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF (IBHH, ETF).

JPUS vs IBHH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPUS(ETF)	IBHH(ETF)
Net Assets	$458M	$457M
Expense Ratio	0.18%	0.35%
Max Drawdown	38.69%	14.74%
Sharpe Ratio	1.44	0.31
5Y Beta	0.63	0.19
P/E Ratio	20.02	N/A
Forward P/E	15.54	N/A
PEG Ratio	0.17	N/A
5Y Dividends CAGR	12.19%	N/A
5Y EPS CAGR	12.35%	N/A
Debt to Equity	46.26%	N/A
P/S Ratio	1.47	N/A
P/B Ratio	2.76	N/A

Net Assets

Winner

JPUS

$458M

IBHH

$457M

Expense Ratio

Winner

JPUS

0.18%

IBHH

0.35%

Max Drawdown

JPUS

38.69%

Winner

IBHH

14.74%

Sharpe Ratio

Winner

JPUS

1.44

IBHH

0.31

5Y Beta

JPUS

0.63

Winner

IBHH

0.19

P/E Ratio

JPUS

20.02

IBHH

N/A

Forward P/E

JPUS

15.54

IBHH

N/A

PEG Ratio

JPUS

0.17

IBHH

N/A

5Y Dividends CAGR

JPUS

12.19%

IBHH

N/A

5Y EPS CAGR

JPUS

12.35%

IBHH

N/A

Debt to Equity

JPUS

46.26%

IBHH

N/A

P/S Ratio

JPUS

1.47

IBHH

N/A

P/B Ratio

JPUS

2.76

IBHH

N/A

JPUS vs IBHH - Historical Returns

Returns include dividend reinvestment.

Period	JPUS	IBHH
1 month	+0.04%	+0.82%
3 months	+5.05%	+1.13%
6 months	+5.75%	+2.19%
1 year	+19.75%	+4.72%
5 years(CAGR)	+9.79%	+5.26%
10 years(CAGR)	+11.59%	N/A
Max(CAGR)	+12.16%	+5.26%

JPUS

+0.04%

Winner

IBHH

+0.82%

Winner

JPUS

+5.05%

IBHH

+1.13%

Winner

JPUS

+5.75%

IBHH

+2.19%

Winner

JPUS

+19.75%

IBHH

+4.72%

5Y(CAGR)

Winner

JPUS

+9.79%

IBHH

+5.26%

10Y(CAGR)

JPUS

+11.59%

IBHH

N/A

Max(CAGR)

Winner

JPUS

+12.16%

IBHH

+5.26%

JPUS vs IBHH - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JPUS	IBHH
2026	+16.11%	+2.90%
2025	+11.20%	+7.69%
2024	+13.03%	+8.26%
2023	+11.47%	+12.70%
2022	-8.18%	-6.71%
2021	+30.47%	N/A
2020	+7.51%	N/A
2019	+25.94%	N/A
2018	-6.49%	N/A
2017	+19.84%	N/A
2016	+14.52%	N/A
2015	+6.56%	N/A

JPUS vs IBHH Drawdown Comparison

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for IBHH was -12.04%, occurring on Sep 27, 2022. Recovery took 414 trading sessions.

The current JPUS drawdown is -1.29%. The current IBHH drawdown is -0.13%.

Rank	JPUS	IBHH
#1	-38.69% Feb 14, 2020 - Nov 11, 2020	-12.04% Mar 31, 2022 - Nov 22, 2023
#2	-19.04% Apr 20, 2022 - Dec 14, 2023	-4.66% Feb 28, 2025 - May 12, 2025
#3	-17.85% Sep 21, 2018 - Apr 5, 2019	-2.08% Mar 10, 2022 - Mar 17, 2022
#4	-15.97% Nov 29, 2024 - Aug 13, 2025	-1.88% Mar 27, 2024 - May 6, 2024
#5	-11.74% Oct 30, 2015 - Mar 17, 2016	-1.49% Dec 27, 2023 - Feb 1, 2024
#6	-9.37% Jan 26, 2018 - Aug 7, 2018	-1.49% Dec 6, 2024 - Jan 16, 2025
#7	-8.27% Jan 4, 2022 - Mar 29, 2022	-1.46% Sep 19, 2024 - Nov 29, 2024
#8	-6.90% Mar 2, 2026 - Apr 17, 2026	-1.22% Feb 23, 2026 - Apr 8, 2026
#9	-6.00% Apr 30, 2019 - Jun 20, 2019	-1.11% Feb 1, 2024 - Mar 6, 2024
#10	-5.76% Jul 26, 2019 - Sep 12, 2019	-1.00% Oct 1, 2025 - Oct 23, 2025
#11	-5.57% Mar 28, 2024 - Jul 12, 2024	-0.95% May 15, 2024 - Jun 5, 2024
#12	-5.38% Jul 26, 2016 - Dec 7, 2016	-0.92% Mar 18, 2022 - Mar 29, 2022
#13	-5.18% Nov 16, 2021 - Dec 23, 2021	-0.88% Jul 31, 2024 - Aug 13, 2024
#14	-5.03% Sep 2, 2021 - Oct 22, 2021	-0.81% May 19, 2025 - May 29, 2025
#15	-4.43% Jul 31, 2024 - Aug 19, 2024	-0.74% Dec 4, 2023 - Dec 13, 2023

Correlation

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

0.97

-101

Dividend Comparison (2015 - 2026)

JPUS vs IBHH dividend yield comparison.

Year	JPUS	IBHH
2026	0.85%	3.64%
2025	2.27%	6.39%
2024	2.12%	6.93%
2023	2.26%	6.65%
2022	2.35%	5.36%
2021	1.67%	0.00%
2020	1.94%	0.00%
2019	2.09%	0.00%
2018	2.16%	0.00%
2017	1.25%	0.00%
2016	0.77%	0.00%
2015	0.48%	0.00%