JSCP vs ZROZ

Comparison between JPMORGAN SHORT DURATION CORE PLUS ETF (JSCP, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

5-Year PerformanceJSCP has outperformed ZROZ, delivering a return of +2.5% compared to -11.4%

JSCP vs ZROZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JSCP(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.33%	0.15%
Max Drawdown	11.03%	67.48%
Sharpe Ratio	0.73	-0.21
5Y Beta	0.01	0.11
5Y Dividends CAGR	133.10%	3.66%

Net Assets

JSCP

$1.40B

ZROZ

$1.40B

Expense Ratio

JSCP

0.33%

Winner

ZROZ

0.15%

Max Drawdown

Winner

JSCP

11.03%

ZROZ

67.48%

Sharpe Ratio

Winner

JSCP

0.73

ZROZ

-0.21

5Y Beta

Winner

JSCP

0.01

ZROZ

0.11

5Y Dividends CAGR

Winner

JSCP

133.10%

ZROZ

3.66%

JSCP vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	JSCP	ZROZ
1 month	+0.28%	-1.33%
3 months	+0.17%	-0.95%
6 months	+1.54%	-4.75%
1 year	+5.28%	+0.27%
5 years(CAGR)	+2.45%	-11.36%
10 years(CAGR)	N/A	-3.79%
Max(CAGR)	+2.44%	+2.14%

Winner

JSCP

+0.28%

ZROZ

-1.33%

Winner

JSCP

+0.17%

ZROZ

-0.95%

Winner

JSCP

+1.54%

ZROZ

-4.75%

Winner

JSCP

+5.28%

ZROZ

+0.27%

5Y(CAGR)

Winner

JSCP

+2.45%

ZROZ

-11.36%

10Y(CAGR)

JSCP

N/A

ZROZ

-3.79%

Max(CAGR)

Winner

JSCP

+2.44%

ZROZ

+2.14%

JSCP vs ZROZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	JSCP	ZROZ
2026	+0.71%	-0.16%
2025	+6.86%	-1.87%
2024	+5.43%	-15.03%
2023	+6.10%	-1.52%
2022	-5.69%	-39.26%
2021	+0.17%	-4.79%
2020	N/A	+22.56%
2019	N/A	+20.05%
2018	N/A	-3.51%
2017	N/A	+13.87%
2016	N/A	-0.31%
2015	N/A	-7.39%
2014	N/A	+48.29%
2013	N/A	-19.11%
2012	N/A	+3.51%
2011	N/A	+61.75%
2010	N/A	+9.96%
2009	N/A	-6.29%

JSCP vs ZROZ Drawdown Comparison

The maximum drawdown for JSCP was -8.91%, occurring on Oct 20, 2022. Recovery took 636 trading sessions.

The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current JSCP drawdown is -0.27%. The current ZROZ drawdown is -59.76%.

Rank	JSCP	ZROZ
#1	-8.91% Sep 15, 2021 - Mar 27, 2024	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-1.59% Apr 3, 2025 - Apr 29, 2025	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-1.27% Feb 27, 2026 - Mar 26, 2026	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-1.20% Sep 24, 2024 - Jan 27, 2025	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-1.18% Mar 27, 2024 - May 9, 2024	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-0.98% Mar 2, 2021 - Apr 7, 2021	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-0.54% Apr 30, 2025 - May 29, 2025	-17.49% Dec 19, 2011 - May 17, 2012
#8	-0.51% Jun 5, 2024 - Jun 13, 2024	-15.67% Nov 27, 2009 - May 6, 2010
#9	-0.50% May 15, 2024 - Jun 3, 2024	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-0.49% Jun 30, 2025 - Jul 22, 2025	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-0.47% Aug 2, 2024 - Aug 23, 2024	-8.29% May 6, 2010 - May 20, 2010
#12	-0.44% Feb 5, 2025 - Feb 20, 2025	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-0.44% Jun 4, 2021 - Aug 3, 2021	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-0.42% Mar 4, 2025 - Mar 31, 2025	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-0.38% Jun 4, 2025 - Jun 12, 2025	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between JSCP and ZROZ is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

-101

Dividend Comparison (2009 - 2026)

JSCP vs ZROZ dividend yield comparison.

Year	JSCP	ZROZ
2026	1.46%	1.30%
2025	4.64%	4.96%
2024	4.76%	4.58%
2023	4.13%	3.52%
2022	2.51%	2.76%
2021	1.09%	1.60%
2020	0.00%	1.68%
2019	0.00%	2.22%
2018	0.00%	2.06%
2017	0.00%	2.53%
2016	0.00%	3.00%
2015	0.00%	2.98%
2014	0.00%	2.60%
2013	0.00%	4.28%
2012	0.00%	3.16%
2011	0.00%	2.99%
2010	0.00%	4.55%
2009	0.00%	0.74%