JPUS vs UTWO

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF) and F/M US TREASURY 2 YEAR NOTE ETF (UTWO, ETF).

JPUS vs UTWO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPUS(ETF)	UTWO(ETF)
Net Assets	$442M	$443M
Expense Ratio	0.18%	0.15%
Max Drawdown	38.69%	4.63%
Sharpe Ratio	1.53	-0.63
5Y Beta	0.65	-0.02
P/E Ratio	21.94	N/A
Forward P/E	15.98	N/A
5Y Dividends CAGR	11.81%	N/A
5Y EPS CAGR	14.07%	N/A
Debt to Equity	65.01%	N/A
P/S Ratio	1.57	N/A
P/B Ratio	2.87	N/A

Net Assets

JPUS

$442M

Winner

UTWO

$443M

Expense Ratio

JPUS

0.18%

Winner

UTWO

0.15%

Max Drawdown

JPUS

38.69%

Winner

UTWO

4.63%

Sharpe Ratio

Winner

JPUS

1.53

UTWO

-0.63

5Y Beta

JPUS

0.65

Winner

UTWO

-0.02

P/E Ratio

JPUS

21.94

UTWO

N/A

Forward P/E

JPUS

15.98

UTWO

N/A

5Y Dividends CAGR

JPUS

11.81%

UTWO

N/A

5Y EPS CAGR

JPUS

14.07%

UTWO

N/A

Debt to Equity

JPUS

65.01%

UTWO

N/A

P/S Ratio

JPUS

1.57

UTWO

N/A

P/B Ratio

JPUS

2.87

UTWO

N/A

JPUS vs UTWO - Historical Returns

Returns include dividend reinvestment.

Period	JPUS	UTWO
1 month	+0.35%	-0.11%
3 months	+2.79%	-0.19%
6 months	+11.27%	+0.58%
1 year	+21.24%	+2.92%
5 years(CAGR)	+9.32%	N/A
10 years(CAGR)	+11.38%	N/A
Max(CAGR)	+11.91%	+2.94%

Winner

JPUS

+0.35%

UTWO

-0.11%

Winner

JPUS

+2.79%

UTWO

-0.19%

Winner

JPUS

+11.27%

UTWO

+0.58%

Winner

JPUS

+21.24%

UTWO

+2.92%

5Y(CAGR)

JPUS

+9.32%

UTWO

N/A

10Y(CAGR)

JPUS

+11.38%

UTWO

N/A

Max(CAGR)

Winner

JPUS

+11.91%

UTWO

+2.94%

JPUS vs UTWO - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JPUS	UTWO
2026	+10.38%	+0.17%
2025	+11.20%	+4.82%
2024	+13.03%	+3.83%
2023	+11.47%	+3.41%
2022	-8.18%	-0.81%
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 UTWO Drawdown Comparison

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

The maximum drawdown for UTWO was -2.04%, occurring on Nov 7, 2022. Recovery took 144 trading sessions.

The current JPUS drawdown is -0.73%. The current UTWO drawdown is -0.50%.

Rank	JPUS	UTWO
#1	-38.69% Feb 14, 2020 - Nov 11, 2020	-2.04% Aug 15, 2022 - Mar 13, 2023
#2	-19.04% Apr 20, 2022 - Dec 14, 2023	-1.82% May 4, 2023 - Nov 28, 2023
#3	-17.85% Sep 21, 2018 - Apr 5, 2019	-1.08% Sep 24, 2024 - Jan 31, 2025
#4	-15.97% Nov 29, 2024 - Aug 13, 2025	-0.90% Feb 27, 2026 - Mar 26, 2026
#5	-11.74% Oct 30, 2015 - Mar 17, 2016	-0.77% Apr 30, 2025 - Jun 24, 2025
#6	-9.37% Jan 26, 2018 - Aug 7, 2018	-0.75% Apr 5, 2023 - May 3, 2023
#7	-8.27% Jan 4, 2022 - Mar 29, 2022	-0.75% Feb 1, 2024 - May 15, 2024
#8	-6.90% Mar 2, 2026 - Apr 17, 2026	-0.64% Mar 24, 2023 - Apr 5, 2023
#9	-6.00% Apr 30, 2019 - Jun 20, 2019	-0.58% Mar 17, 2023 - Mar 23, 2023
#10	-5.76% Jul 26, 2019 - Sep 12, 2019	-0.47% Apr 4, 2025 - Apr 28, 2025
#11	-5.57% Mar 28, 2024 - Jul 12, 2024	-0.45% Mar 15, 2023 - Mar 17, 2023
#12	-5.38% Jul 26, 2016 - Dec 7, 2016	-0.39% Jan 12, 2024 - Jan 31, 2024
#13	-5.18% Nov 16, 2021 - Dec 23, 2021	-0.39% Mar 13, 2023 - Mar 15, 2023
#14	-5.03% Sep 2, 2021 - Oct 22, 2021	-0.32% May 15, 2024 - Jun 3, 2024
#15	-4.43% Jul 31, 2024 - Aug 19, 2024	-0.32% Jun 30, 2025 - Aug 1, 2025

Correlation

Correlation between JPUS and UTWO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2015 - 2026)

JPUS vs UTWO dividend yield comparison.

Year	JPUS	UTWO
2026	0.39%	1.45%
2025	2.27%	3.63%
2024	2.12%	4.22%
2023	2.26%	4.39%
2022	2.35%	1.22%
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%