JPUS vs NQP

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF) and Nuveen Pennsylvania Quality Municipal Income Fund (NQP, ETF).

5-Year PerformanceJPUS has outperformed NQP, delivering a return of +10.0% compared to +1.8%

JPUS vs NQP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPUS(ETF)	NQP(ETF)
Net Assets	$448M	$447M
Expense Ratio	0.18%	N/A
Max Drawdown	38.69%	52.80%
Sharpe Ratio	1.69	1.59
5Y Beta	0.65	0.14
P/E Ratio	21.85	N/A
Forward P/E	16.01	N/A
5Y Dividends CAGR	11.81%	9.08%
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

Winner

JPUS

$448M

NQP

$447M

Expense Ratio

JPUS

0.18%

NQP

N/A

Max Drawdown

Winner

JPUS

38.69%

NQP

52.80%

Sharpe Ratio

Winner

JPUS

1.69

NQP

1.59

5Y Beta

JPUS

0.65

Winner

NQP

0.14

P/E Ratio

JPUS

21.85

NQP

N/A

Forward P/E

JPUS

16.01

NQP

N/A

5Y Dividends CAGR

Winner

JPUS

11.81%

NQP

9.08%

5Y EPS CAGR

JPUS

13.61%

NQP

N/A

Debt to Equity

JPUS

66.12%

NQP

N/A

P/S Ratio

JPUS

1.57

NQP

N/A

P/B Ratio

JPUS

2.90

NQP

N/A

JPUS vs NQP - Historical Returns

Returns include dividend reinvestment.

Period	JPUS	NQP
1 month	+2.69%	+3.66%
3 months	+5.51%	+3.34%
6 months	+12.36%	+4.31%
1 year	+22.00%	+16.81%
5 years(CAGR)	+10.00%	+1.80%
10 years(CAGR)	+11.63%	+3.13%
Max(CAGR)	+11.96%	+5.09%

JPUS

+2.69%

Winner

NQP

+3.66%

Winner

JPUS

+5.51%

NQP

+3.34%

Winner

JPUS

+12.36%

NQP

+4.31%

Winner

JPUS

+22.00%

NQP

+16.81%

5Y(CAGR)

Winner

JPUS

+10.00%

NQP

+1.80%

10Y(CAGR)

Winner

JPUS

+11.63%

NQP

+3.13%

Max(CAGR)

Winner

JPUS

+11.96%

NQP

+5.09%

JPUS vs NQP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPUS	NQP
2026	+11.32%	+3.66%
2025	+11.20%	+13.80%
2024	+13.03%	+2.62%
2023	+11.47%	+6.47%
2022	-8.18%	-21.77%
2021	+30.47%	+8.19%
2020	+7.51%	+7.04%
2019	+25.94%	+20.03%
2018	-6.49%	-2.21%
2017	+19.84%	+5.96%
2016	+14.52%	+0.25%
2015	+6.56%	+6.09%
2014	N/A	+18.12%
2013	N/A	-17.82%
2012	N/A	+8.75%
2011	N/A	+21.27%
2010	N/A	+7.77%
2009	N/A	+44.63%
2008	N/A	-26.11%
2007	N/A	-0.08%
2006	N/A	+3.60%
2005	N/A	-4.98%
2004	N/A	+6.42%
2003	N/A	+13.32%
2002	N/A	+5.30%
2001	N/A	+10.51%
2000	N/A	+10.51%
1999	N/A	-9.51%

JPUS vs NQP Drawdown Comparison

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

The maximum drawdown for NQP was -41.81%, occurring on Oct 10, 2008. Recovery took 380 trading sessions.

The current JPUS drawdown is -1.55%. The current NQP drawdown is -0.50%.

Rank	JPUS	NQP
#1	-38.69% Feb 14, 2020 - Nov 11, 2020	-41.81% Jan 29, 2008 - Jul 31, 2009
#2	-19.04% Apr 20, 2022 - Dec 14, 2023	-32.39% Nov 30, 2021 - Apr 9, 2026
#3	-17.85% Sep 21, 2018 - Apr 5, 2019	-24.68% Dec 3, 2012 - Feb 2, 2015
#4	-15.97% Nov 29, 2024 - Aug 13, 2025	-24.09% Mar 4, 2020 - Dec 30, 2020
#5	-11.74% Oct 30, 2015 - Mar 17, 2016	-17.24% Mar 24, 2004 - Oct 25, 2004
#6	-9.37% Jan 26, 2018 - Aug 7, 2018	-15.87% Jul 13, 2016 - May 30, 2019
#7	-8.27% Jan 4, 2022 - Mar 29, 2022	-15.04% Nov 8, 1999 - Jul 10, 2000
#8	-6.90% Mar 2, 2026 - Apr 17, 2026	-14.41% Oct 18, 2010 - Jul 11, 2011
#9	-6.00% Apr 30, 2019 - Jun 20, 2019	-12.69% Feb 9, 2005 - May 2, 2007
#10	-5.76% Jul 26, 2019 - Sep 12, 2019	-11.88% Jun 16, 2003 - Jan 9, 2004
#11	-5.57% Mar 28, 2024 - Jul 12, 2024	-9.80% Mar 4, 2002 - Jul 8, 2002
#12	-5.38% Jul 26, 2016 - Dec 7, 2016	-9.46% Oct 1, 2002 - Apr 1, 2003
#13	-5.18% Nov 16, 2021 - Dec 23, 2021	-8.69% May 7, 2007 - Jan 10, 2008
#14	-5.03% Sep 2, 2021 - Oct 22, 2021	-8.60% Jul 25, 2000 - Jan 3, 2001
#15	-4.43% Jul 31, 2024 - Aug 19, 2024	-8.51% Sep 7, 2001 - Feb 5, 2002

Correlation

Correlation between JPUS and NQP is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (1999 - 2026)

JPUS vs NQP dividend yield comparison.

Year	JPUS	NQP
2026	0.39%	2.59%
2025	2.27%	7.87%
2024	2.12%	6.69%
2023	2.26%	3.07%
2022	2.35%	4.89%
2021	1.67%	4.51%
2020	1.94%	4.38%
2019	2.09%	4.23%
2018	2.16%	5.34%
2017	1.25%	5.34%
2016	0.77%	5.67%
2015	0.48%	6.10%
2014	0.00%	6.22%
2013	0.00%	6.90%
2012	0.00%	5.96%
2011	0.00%	6.04%
2010	0.00%	6.61%
2009	0.00%	5.67%
2008	0.00%	7.26%
2007	0.00%	5.00%
2006	0.00%	4.75%
2005	0.00%	6.72%
2004	0.00%	6.88%
2003	0.00%	5.92%
2002	0.00%	6.18%
2001	0.00%	6.12%
2000	0.00%	6.87%
1999	0.00%	1.21%