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KNGZ vs JPMB

Comparison between FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF (KNGZ, ETF) and JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF (JPMB, ETF).

5-Year PerformanceKNGZ has outperformed JPMB, delivering a return of +9.3% compared to +1.3%

KNGZ vs JPMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KNGZ
$64M
Winner
JPMB
$64M
Expense Ratio
KNGZ
0.50%
Winner
JPMB
0.39%
Max Drawdown
KNGZ
37.44%
Winner
JPMB
32.89%
Sharpe Ratio
Winner
KNGZ
1.63
JPMB
1.24
5Y Beta
KNGZ
0.79
Winner
JPMB
0.24
P/E Ratio
KNGZ
18.25
JPMB
N/A
Forward P/E
KNGZ
13.89
JPMB
N/A
PEG Ratio
KNGZ
0.04
JPMB
N/A
5Y Dividends CAGR
Winner
KNGZ
9.93%
JPMB
0.85%
5Y EPS CAGR
KNGZ
4.80%
JPMB
N/A
Debt to Equity
KNGZ
-319.04%
JPMB
N/A
P/S Ratio
KNGZ
1.42
JPMB
N/A
P/B Ratio
KNGZ
2.38
JPMB
N/A

KNGZ vs JPMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
KNGZ
+5.89%
JPMB
+1.12%
3M
Winner
KNGZ
+15.49%
JPMB
+2.93%
6M
Winner
KNGZ
+14.68%
JPMB
+2.33%
1Y
Winner
KNGZ
+28.22%
JPMB
+10.64%
5Y(CAGR)
Winner
KNGZ
+9.33%
JPMB
+1.33%
10Y(CAGR)
Winner
KNGZ
+11.46%
JPMB
+2.69%
Max(CAGR)
Winner
KNGZ
+11.46%
JPMB
+2.69%

KNGZ vs JPMB - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearKNGZJPMB
2026+15.69%+2.02%
2025+14.39%+13.46%
2024+10.63%+2.42%
2023+9.48%+9.32%
2022-7.56%-15.26%
2021+30.02%-2.28%
2020+5.51%+4.80%
2019+27.24%+17.61%
2018-7.47%-4.72%
2017+9.90%N/A

KNGZ vs JPMB Drawdown Comparison

The maximum drawdown for KNGZ was -37.44%, occurring on Mar 23, 2020. Recovery took 215 trading sessions.

The maximum drawdown for JPMB was -26.33%, occurring on Mar 19, 2020. Recovery took 193 trading sessions.

The current KNGZ drawdown is -1.42%. The current JPMB drawdown is -0.02%.

RankKNGZJPMB
#1-37.44%
Jan 17, 2020 - Nov 23, 2020
-26.33%
Feb 21, 2020 - Nov 24, 2020
#2-19.72%
Jan 11, 2022 - Dec 26, 2023
-26.16%
Sep 2, 2021 - Sep 5, 2025
#3-19.69%
Nov 25, 2024 - Jul 3, 2025
-7.39%
Jan 31, 2018 - Feb 25, 2019
#4-16.97%
Sep 20, 2018 - Apr 24, 2019
-6.60%
Jan 4, 2021 - Sep 2, 2021
#5-10.57%
Jan 26, 2018 - Aug 21, 2018
-4.60%
Feb 27, 2026 - Jun 2, 2026
#6-9.41%
Feb 11, 2026 - Apr 30, 2026
-1.63%
Sep 4, 2019 - Dec 11, 2019
#7-8.85%
May 3, 2019 - Jul 24, 2019
-1.20%
Jul 25, 2019 - Aug 8, 2019
#8-7.97%
Jul 24, 2019 - Sep 17, 2019
-1.20%
Oct 27, 2025 - Dec 3, 2025
#9-6.73%
Oct 27, 2025 - Dec 3, 2025
-0.95%
Jun 2, 2026 - Jun 10, 2026
#10-6.10%
Jul 16, 2024 - Aug 23, 2024
-0.90%
Dec 3, 2025 - Dec 24, 2025
#11-5.73%
Jun 4, 2021 - Aug 13, 2021
-0.84%
May 3, 2019 - May 30, 2019
#12-5.45%
Aug 13, 2021 - Nov 5, 2021
-0.81%
Oct 1, 2025 - Oct 15, 2025
#13-5.45%
Mar 28, 2024 - May 15, 2024
-0.78%
Dec 29, 2025 - Jan 23, 2026
#14-4.49%
Sep 17, 2019 - Oct 21, 2019
-0.74%
Aug 9, 2019 - Aug 16, 2019
#15-3.98%
Jul 3, 2025 - Aug 13, 2025
-0.55%
Feb 28, 2019 - Mar 12, 2019

Correlation

Correlation between KNGZ and JPMB is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

Dividend Comparison (2017 - 2026)

KNGZ vs JPMB dividend yield comparison.

YearKNGZJPMB
20260.38%2.41%
20252.70%6.71%
20242.55%6.32%
20233.10%5.99%
20222.52%4.94%
20211.95%4.29%
20202.44%4.29%
20192.85%4.51%
20184.09%4.58%
20171.10%0.00%

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