JPUS vs NBOS

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF) and NEUBERGER BERMAN OPTION STRATEGY ETF (NBOS, ETF).

JPUS vs NBOS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPUS(ETF)	NBOS(ETF)
Net Assets	$448M	$449M
Expense Ratio	0.18%	0.57%
Max Drawdown	38.69%	13.81%
Sharpe Ratio	1.69	1.67
5Y Beta	0.65	0.57
P/E Ratio	21.85	N/A
Forward P/E	16.01	N/A
5Y Dividends CAGR	11.81%	N/A
5Y EPS CAGR	13.61%	N/A
Debt to Equity	66.12%	N/A
P/S Ratio	1.57	N/A
P/B Ratio	2.90	N/A

Net Assets

JPUS

$448M

Winner

NBOS

$449M

Expense Ratio

Winner

JPUS

0.18%

NBOS

0.57%

Max Drawdown

JPUS

38.69%

Winner

NBOS

13.81%

Sharpe Ratio

Winner

JPUS

1.69

NBOS

1.67

5Y Beta

JPUS

0.65

Winner

NBOS

0.57

P/E Ratio

JPUS

21.85

NBOS

N/A

Forward P/E

JPUS

16.01

NBOS

N/A

5Y Dividends CAGR

JPUS

11.81%

NBOS

N/A

5Y EPS CAGR

JPUS

13.61%

NBOS

N/A

Debt to Equity

JPUS

66.12%

NBOS

N/A

P/S Ratio

JPUS

1.57

NBOS

N/A

P/B Ratio

JPUS

2.90

NBOS

N/A

JPUS vs NBOS - Historical Returns

Returns include dividend reinvestment.

Period	JPUS	NBOS
1 month	+2.69%	+0.98%
3 months	+5.51%	+4.07%
6 months	+12.36%	+7.75%
1 year	+22.00%	+18.00%
5 years(CAGR)	+10.00%	N/A
10 years(CAGR)	+11.63%	N/A
Max(CAGR)	+11.96%	+12.39%

Winner

JPUS

+2.69%

NBOS

+0.98%

Winner

JPUS

+5.51%

NBOS

+4.07%

Winner

JPUS

+12.36%

NBOS

+7.75%

Winner

JPUS

+22.00%

NBOS

+18.00%

5Y(CAGR)

JPUS

+10.00%

NBOS

N/A

10Y(CAGR)

JPUS

+11.63%

NBOS

N/A

Max(CAGR)

JPUS

+11.96%

Winner

NBOS

+12.39%

JPUS vs NBOS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JPUS	NBOS
2026	+11.32%	+5.70%
2025	+11.20%	+12.44%
2024	+13.03%	+11.01%
2023	+11.47%	N/A
2022	-8.18%	N/A
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 NBOS Drawdown Comparison

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

The maximum drawdown for NBOS was -12.65%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.

The current JPUS drawdown is -1.55%. The current NBOS drawdown is -0.87%.

Rank	JPUS	NBOS
#1	-38.69% Feb 14, 2020 - Nov 11, 2020	-12.65% Feb 19, 2025 - Jul 17, 2025
#2	-19.04% Apr 20, 2022 - Dec 14, 2023	-5.42% Jul 15, 2024 - Sep 17, 2024
#3	-17.85% Sep 21, 2018 - Apr 5, 2019	-4.70% Feb 25, 2026 - Apr 17, 2026
#4	-15.97% Nov 29, 2024 - Aug 13, 2025	-3.19% Apr 1, 2024 - May 10, 2024
#5	-11.74% Oct 30, 2015 - Mar 17, 2016	-3.12% Nov 12, 2025 - Nov 28, 2025
#6	-9.37% Jan 26, 2018 - Aug 7, 2018	-2.54% Jun 1, 2026 - Jun 15, 2026
#7	-8.27% Jan 4, 2022 - Mar 29, 2022	-2.38% Dec 11, 2024 - Dec 24, 2024
#8	-6.90% Mar 2, 2026 - Apr 17, 2026	-2.13% Dec 26, 2024 - Jan 21, 2025
#9	-6.00% Apr 30, 2019 - Jun 20, 2019	-1.99% Feb 2, 2026 - Feb 20, 2026
#10	-5.76% Jul 26, 2019 - Sep 12, 2019	-1.71% Oct 6, 2025 - Oct 20, 2025
#11	-5.57% Mar 28, 2024 - Jul 12, 2024	-1.44% Jan 12, 2026 - Jan 26, 2026
#12	-5.38% Jul 26, 2016 - Dec 7, 2016	-1.31% Oct 18, 2024 - Nov 6, 2024
#13	-5.18% Nov 16, 2021 - Dec 23, 2021	-1.07% Jul 30, 2025 - Aug 4, 2025
#14	-5.03% Sep 2, 2021 - Oct 22, 2021	-1.02% Nov 14, 2024 - Nov 22, 2024
#15	-4.43% Jul 31, 2024 - Aug 19, 2024	-0.89% Jan 24, 2025 - Feb 6, 2025

Correlation

Correlation between JPUS and NBOS 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 NBOS dividend yield comparison.

Year	JPUS	NBOS
2026	0.39%	3.41%
2025	2.27%	7.81%
2024	2.12%	7.32%
2023	2.26%	0.00%
2022	2.35%	0.00%
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%