JPUS vs ISD

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF) and PGIM High Yield Bond Fund Inc (ISD, ETF).

5-Year PerformanceJPUS has outperformed ISD, delivering a return of +10.1% compared to +4.3%

JPUS vs ISD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPUS(ETF)	ISD(ETF)
Net Assets	$456M	$457M
Expense Ratio	0.18%	N/A
Max Drawdown	38.69%	54.27%
Sharpe Ratio	1.44	-0.54
5Y Beta	0.64	0.44
P/E Ratio	21.86	N/A
Forward P/E	15.67	N/A
5Y Dividends CAGR	12.19%	1.61%
5Y EPS CAGR	13.41%	N/A
Debt to Equity	65.74%	N/A
P/S Ratio	1.56	N/A
P/B Ratio	2.87	N/A

Net Assets

JPUS

$456M

Winner

ISD

$457M

Expense Ratio

JPUS

0.18%

ISD

N/A

Max Drawdown

Winner

JPUS

38.69%

ISD

54.27%

Sharpe Ratio

Winner

JPUS

1.44

ISD

-0.54

5Y Beta

JPUS

0.64

Winner

ISD

0.44

P/E Ratio

JPUS

21.86

ISD

N/A

Forward P/E

JPUS

15.67

ISD

N/A

5Y Dividends CAGR

Winner

JPUS

12.19%

ISD

1.61%

5Y EPS CAGR

JPUS

13.41%

ISD

N/A

Debt to Equity

JPUS

65.74%

ISD

N/A

P/S Ratio

JPUS

1.56

ISD

N/A

P/B Ratio

JPUS

2.87

ISD

N/A

JPUS vs ISD - Historical Returns

Returns include dividend reinvestment.

Period	JPUS	ISD
1 month	+1.96%	-1.08%
3 months	+3.86%	-3.92%
6 months	+10.64%	-10.75%
1 year	+19.13%	-2.87%
5 years(CAGR)	+10.07%	+4.25%
10 years(CAGR)	+11.33%	+6.61%
Max(CAGR)	+12.10%	+5.63%

Winner

JPUS

+1.96%

ISD

-1.08%

Winner

JPUS

+3.86%

ISD

-3.92%

Winner

JPUS

+10.64%

ISD

-10.75%

Winner

JPUS

+19.13%

ISD

-2.87%

5Y(CAGR)

Winner

JPUS

+10.07%

ISD

+4.25%

10Y(CAGR)

Winner

JPUS

+11.33%

ISD

+6.61%

Max(CAGR)

Winner

JPUS

+12.10%

ISD

+5.63%

JPUS vs ISD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	JPUS	ISD
2026	+14.12%	-9.46%
2025	+11.20%	+15.09%
2024	+13.03%	+20.61%
2023	+11.47%	+13.68%
2022	-8.18%	-18.60%
2021	+30.47%	+16.81%
2020	+7.51%	+6.33%
2019	+25.94%	+26.94%
2018	-6.49%	-6.43%
2017	+19.84%	+4.23%
2016	+14.52%	+15.13%
2015	+6.56%	-2.04%
2014	N/A	+5.11%
2013	N/A	-1.11%
2012	N/A	-0.25%

JPUS vs ISD Drawdown Comparison

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

The maximum drawdown for ISD was -38.83%, occurring on Mar 23, 2020. Recovery took 196 trading sessions.

The current JPUS drawdown is -0.43%. The current ISD drawdown is -11.32%.

Rank	JPUS	ISD
#1	-38.69% Feb 14, 2020 - Nov 11, 2020	-38.83% Feb 20, 2020 - Nov 27, 2020
#2	-19.04% Apr 20, 2022 - Dec 14, 2023	-25.40% Nov 8, 2021 - Mar 27, 2024
#3	-17.85% Sep 21, 2018 - Apr 5, 2019	-15.52% Mar 28, 2013 - Jun 6, 2016
#4	-15.97% Nov 29, 2024 - Aug 13, 2025	-13.94% Mar 25, 2025 - Jun 27, 2025
#5	-11.74% Oct 30, 2015 - Mar 17, 2016	-13.51% Feb 17, 2026 - Mar 27, 2026
#6	-9.37% Jan 26, 2018 - Aug 7, 2018	-9.50% Sep 6, 2016 - Feb 7, 2017
#7	-8.27% Jan 4, 2022 - Mar 29, 2022	-9.46% Jan 2, 2018 - Jan 31, 2019
#8	-6.90% Mar 2, 2026 - Apr 17, 2026	-5.69% Nov 8, 2024 - Feb 10, 2025
#9	-6.00% Apr 30, 2019 - Jun 20, 2019	-5.42% Mar 27, 2024 - Jun 21, 2024
#10	-5.76% Jul 26, 2019 - Sep 12, 2019	-4.58% May 11, 2012 - Jul 18, 2012
#11	-5.57% Mar 28, 2024 - Jul 12, 2024	-4.57% Nov 2, 2012 - Jan 25, 2013
#12	-5.38% Jul 26, 2016 - Dec 7, 2016	-4.28% May 3, 2019 - Jun 17, 2019
#13	-5.18% Nov 16, 2021 - Dec 23, 2021	-4.26% Feb 9, 2017 - May 2, 2017
#14	-5.03% Sep 2, 2021 - Oct 22, 2021	-3.75% Sep 17, 2025 - Oct 27, 2025
#15	-4.43% Jul 31, 2024 - Aug 19, 2024	-3.29% Mar 3, 2025 - Mar 21, 2025

Correlation

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

0.97

-101

Dividend Comparison (2012 - 2026)

JPUS vs ISD dividend yield comparison.

Year	JPUS	ISD
2026	0.86%	5.04%
2025	2.27%	8.71%
2024	2.12%	9.21%
2023	2.26%	10.23%
2022	2.35%	10.61%
2021	1.67%	7.85%
2020	1.94%	8.40%
2019	2.09%	7.86%
2018	2.16%	7.89%
2017	1.25%	8.46%
2016	0.77%	8.28%
2015	0.48%	9.64%
2014	0.00%	9.51%
2013	0.00%	9.19%
2012	0.00%	5.68%