MMIN vs JPME

Comparison between NYLI MACKAY MUNI INSURED ETF (MMIN, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).

5-Year PerformanceJPME has outperformed MMIN, delivering a return of +9.1% compared to +0.7%

MMIN vs JPME - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMIN(ETF)	JPME(ETF)
Net Assets	$445M	$445M
Expense Ratio	0.30%	0.24%
Max Drawdown	19.91%	41.01%
Sharpe Ratio	1.22	1.37
5Y Beta	0.03	0.73
P/E Ratio	N/A	22.51
Forward P/E	N/A	15.55
5Y Dividends CAGR	16.34%	13.97%
5Y EPS CAGR	N/A	12.52%
Debt to Equity	N/A	49.42%
P/S Ratio	N/A	1.41
P/B Ratio	N/A	2.48

Net Assets

Winner

MMIN

$445M

JPME

$445M

Expense Ratio

MMIN

0.30%

Winner

JPME

0.24%

Max Drawdown

Winner

MMIN

19.91%

JPME

41.01%

Sharpe Ratio

MMIN

1.22

Winner

JPME

1.37

5Y Beta

Winner

MMIN

0.03

JPME

0.73

P/E Ratio

MMIN

N/A

JPME

22.51

Forward P/E

MMIN

N/A

JPME

15.55

5Y Dividends CAGR

Winner

MMIN

16.34%

JPME

13.97%

5Y EPS CAGR

MMIN

N/A

JPME

12.52%

Debt to Equity

MMIN

N/A

JPME

49.42%

P/S Ratio

MMIN

N/A

JPME

1.41

P/B Ratio

MMIN

N/A

JPME

2.48

MMIN vs JPME - Historical Returns

Returns include dividend reinvestment.

Period	MMIN	JPME
1 month	+1.51%	+2.80%
3 months	+1.23%	+6.81%
6 months	+2.57%	+13.10%
1 year	+8.30%	+22.54%
5 years(CAGR)	+0.69%	+9.05%
10 years(CAGR)	+2.64%	+11.08%
Max(CAGR)	+2.64%	+11.23%

MMIN

+1.51%

Winner

JPME

+2.80%

MMIN

+1.23%

Winner

JPME

+6.81%

MMIN

+2.57%

Winner

JPME

+13.10%

MMIN

+8.30%

Winner

JPME

+22.54%

5Y(CAGR)

MMIN

+0.69%

Winner

JPME

+9.05%

10Y(CAGR)

MMIN

+2.64%

Winner

JPME

+11.08%

Max(CAGR)

MMIN

+2.64%

Winner

JPME

+11.23%

MMIN vs JPME - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	MMIN	JPME
2026	+2.09%	+12.01%
2025	+4.17%	+8.39%
2024	+1.09%	+13.32%
2023	+6.86%	+11.82%
2022	-11.14%	-9.80%
2021	+1.33%	+30.73%
2020	+7.40%	+8.62%
2019	+8.08%	+25.84%
2018	+1.96%	-9.19%
2017	+1.20%	+18.60%
2016	N/A	+10.30%

MMIN vs JPME Drawdown Comparison

The maximum drawdown for MMIN was -16.87%, occurring on Oct 28, 2022. Recovery took 1067 trading sessions.

The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

The current MMIN drawdown is -0.12%. The current JPME drawdown is -1.93%.

Rank	MMIN	JPME
#1	-16.87% Jul 27, 2021 - Oct 24, 2025	-41.01% Jan 17, 2020 - Nov 16, 2020
#2	-13.91% Mar 9, 2020 - Jul 13, 2020	-19.91% Aug 29, 2018 - Jul 3, 2019
#3	-8.85% May 16, 2018 - Aug 1, 2019	-19.30% Jan 4, 2022 - Dec 26, 2023
#4	-2.87% Feb 27, 2026 - Jun 16, 2026	-18.70% Nov 29, 2024 - Sep 11, 2025
#5	-2.60% Feb 16, 2021 - Jun 9, 2021	-7.57% Jan 26, 2018 - Jul 19, 2018
#6	-2.26% Feb 5, 2018 - May 16, 2018	-6.84% Mar 2, 2026 - Apr 17, 2026
#7	-2.00% Aug 10, 2020 - Nov 20, 2020	-6.58% Nov 16, 2021 - Dec 27, 2021
#8	-1.90% Aug 28, 2019 - Oct 8, 2019	-6.56% Jul 26, 2019 - Nov 1, 2019
#9	-1.78% Oct 9, 2019 - Jan 6, 2020	-6.51% Mar 28, 2024 - Jul 16, 2024
#10	-0.54% Oct 24, 2025 - Nov 28, 2025	-5.27% Jun 8, 2016 - Jul 12, 2016
#11	-0.53% Jun 14, 2021 - Jul 8, 2021	-5.26% Aug 23, 2016 - Nov 21, 2016
#12	-0.46% Nov 28, 2025 - Dec 19, 2025	-5.09% Jul 31, 2024 - Aug 19, 2024
#13	-0.46% Jan 14, 2026 - Jan 30, 2026	-4.85% Sep 2, 2021 - Oct 20, 2021
#14	-0.38% Jan 31, 2020 - Feb 19, 2020	-4.58% Jan 20, 2021 - Feb 8, 2021
#15	-0.33% Jan 5, 2021 - Jan 25, 2021	-4.42% Sep 11, 2025 - Nov 26, 2025

Correlation

Correlation between MMIN and JPME is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2016 - 2026)

MMIN vs JPME dividend yield comparison.

Year	MMIN	JPME
2026	1.67%	0.32%
2025	4.07%	2.03%
2024	3.96%	1.77%
2023	3.73%	1.84%
2022	2.93%	1.84%
2021	1.72%	1.44%
2020	2.21%	1.51%
2019	2.75%	1.68%
2018	2.78%	1.80%
2017	0.48%	1.17%
2016	0.00%	0.91%