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MBB vs JPST

Comparison between ISHARES MBS ETF (MBB, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).

5-Year PerformanceJPST has outperformed MBB, delivering a return of +3.6% compared to +0.4%

MBB vs JPST - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
MBB
$39B
JPST
$38B
Expense Ratio
Winner
MBB
0.04%
JPST
0.18%
Max Drawdown
MBB
22.85%
Winner
JPST
3.30%
Sharpe Ratio
MBB
0.57
Winner
JPST
1.01
5Y Beta
MBB
0.04
Winner
JPST
0.00
5Y Dividends CAGR
MBB
14.23%
Winner
JPST
33.80%

MBB vs JPST - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MBB
+1.37%
JPST
+0.37%
3M
MBB
+0.21%
Winner
JPST
+1.01%
6M
MBB
+1.52%
Winner
JPST
+1.76%
1Y
Winner
MBB
+6.71%
JPST
+4.31%
5Y(CAGR)
MBB
+0.44%
Winner
JPST
+3.64%
10Y(CAGR)
MBB
+1.32%
Winner
JPST
+2.99%
Max(CAGR)
MBB
+2.70%
Winner
JPST
+2.99%

MBB vs JPST - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearMBBJPST
2026+1.10%+1.50%
2025+8.48%+4.95%
2024+1.91%+5.58%
2023+4.52%+5.15%
2022-11.39%+1.14%
2021-1.44%+0.11%
2020+3.95%+2.18%
2019+5.99%+3.42%
2018+0.89%+2.25%
2017+2.43%+1.00%
2016+1.25%N/A
2015+1.13%N/A
2014+6.22%N/A
2013-1.98%N/A
2012+2.07%N/A
2011+6.01%N/A
2010+5.49%N/A
2009+4.73%N/A
2008+7.13%N/A
2007+4.99%N/A

MBB vs JPST Drawdown Comparison

The maximum drawdown for MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 1185 trading sessions.

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

The current MBB drawdown is -1.09%.

RankMBBJPST
#1-17.64%
Feb 9, 2021 - Oct 28, 2025
-3.28%
Mar 5, 2020 - May 20, 2020
#2-4.81%
Sep 25, 2012 - May 1, 2014
-0.79%
Oct 1, 2021 - Nov 8, 2022
#3-4.32%
Mar 9, 2020 - Mar 27, 2020
-0.30%
Apr 3, 2025 - Apr 21, 2025
#4-3.82%
Sep 17, 2008 - Nov 25, 2008
-0.28%
Sep 26, 2017 - Oct 13, 2017
#5-3.43%
Sep 27, 2016 - Aug 23, 2017
-0.28%
May 11, 2023 - Jun 16, 2023
#6-3.00%
May 20, 2008 - Sep 2, 2008
-0.15%
Feb 26, 2026 - Mar 31, 2026
#7-2.94%
Feb 27, 2026 - May 19, 2026
-0.15%
Sep 17, 2020 - Oct 21, 2020
#8-2.92%
Sep 7, 2017 - Dec 28, 2018
-0.14%
Jun 10, 2020 - Jun 16, 2020
#9-2.65%
Nov 4, 2010 - Apr 25, 2011
-0.12%
Mar 8, 2018 - Mar 26, 2018
#10-2.56%
May 8, 2007 - Aug 21, 2007
-0.12%
Mar 23, 2023 - Apr 4, 2023
#11-2.51%
Jan 22, 2008 - Mar 17, 2008
-0.12%
Mar 1, 2021 - Apr 22, 2021
#12-2.02%
May 20, 2009 - Jul 8, 2009
-0.10%
Jul 26, 2017 - Aug 3, 2017
#13-1.77%
Jan 8, 2009 - Mar 18, 2009
-0.10%
Apr 5, 2023 - Apr 24, 2023
#14-1.74%
Apr 15, 2015 - Sep 18, 2015
-0.10%
Dec 16, 2024 - Dec 26, 2024
#15-1.64%
Nov 30, 2009 - Feb 4, 2010
-0.10%
Oct 2, 2024 - Oct 14, 2024

Correlation

Correlation between MBB and JPST is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2007 - 2026)

MBB vs JPST dividend yield comparison.

YearMBBJPST
20261.76%1.69%
20254.21%4.43%
20243.94%5.16%
20233.40%4.79%
20222.31%1.83%
20211.05%0.73%
20202.10%1.43%
20192.77%2.69%
20182.64%2.07%
20172.23%0.96%
20162.58%0.00%
20152.66%0.00%
20141.72%0.00%
20131.27%0.00%
20122.04%0.00%
20113.33%0.00%
20105.92%0.00%
20093.57%0.00%
20084.33%0.00%
20073.89%0.00%

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