NBCM vs JPUS

Comparison between NEUBERGER BERMAN COMMODITY STRATEGY ETF (NBCM, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF).

NBCM vs JPUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBCM(ETF)	JPUS(ETF)
Net Assets	$458M	$458M
Expense Ratio	0.65%	0.18%
Max Drawdown	14.78%	38.69%
Sharpe Ratio	1.91	1.44
5Y Beta	0.17	0.63
P/E Ratio	N/A	20.02
Forward P/E	N/A	15.54
PEG Ratio	N/A	0.17
5Y Dividends CAGR	N/A	12.19%
5Y EPS CAGR	N/A	12.35%
Debt to Equity	N/A	46.26%
P/S Ratio	N/A	1.47
P/B Ratio	N/A	2.76

Net Assets

Winner

NBCM

$458M

JPUS

$458M

Expense Ratio

NBCM

0.65%

Winner

JPUS

0.18%

Max Drawdown

Winner

NBCM

14.78%

JPUS

38.69%

Sharpe Ratio

Winner

NBCM

1.91

JPUS

1.44

5Y Beta

Winner

NBCM

0.17

JPUS

0.63

P/E Ratio

NBCM

N/A

JPUS

20.02

Forward P/E

NBCM

N/A

JPUS

15.54

PEG Ratio

NBCM

N/A

JPUS

0.17

5Y Dividends CAGR

NBCM

N/A

JPUS

12.19%

5Y EPS CAGR

NBCM

N/A

JPUS

12.35%

Debt to Equity

NBCM

N/A

JPUS

46.26%

P/S Ratio

NBCM

N/A

JPUS

1.47

P/B Ratio

NBCM

N/A

JPUS

2.76

NBCM vs JPUS - Historical Returns

Returns include dividend reinvestment.

Period	NBCM	JPUS
1 month	+7.95%	+0.04%
3 months	+4.14%	+5.05%
6 months	+20.66%	+5.75%
1 year	+45.11%	+19.75%
5 years(CAGR)	N/A	+9.79%
10 years(CAGR)	N/A	+11.59%
Max(CAGR)	+14.03%	+12.16%

Winner

NBCM

+7.95%

JPUS

+0.04%

NBCM

+4.14%

Winner

JPUS

+5.05%

Winner

NBCM

+20.66%

JPUS

+5.75%

Winner

NBCM

+45.11%

JPUS

+19.75%

5Y(CAGR)

NBCM

N/A

JPUS

+9.79%

10Y(CAGR)

NBCM

N/A

JPUS

+11.59%

Max(CAGR)

Winner

NBCM

+14.03%

JPUS

+12.16%

NBCM vs JPUS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	NBCM	JPUS
2026	+34.27%	+16.11%
2025	+16.75%	+11.20%
2024	+7.65%	+13.03%
2023	-4.45%	+11.47%
2022	+5.23%	-8.18%
2021	N/A	+30.47%
2020	N/A	+7.51%
2019	N/A	+25.94%
2018	N/A	-6.49%
2017	N/A	+19.84%
2016	N/A	+14.52%
2015	N/A	+6.56%

NBCM vs JPUS Drawdown Comparison

The maximum drawdown for NBCM was -14.78%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

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

The current NBCM drawdown is -1.10%. The current JPUS drawdown is -1.29%.

Rank	NBCM	JPUS
#1	-14.78% May 12, 2026 - Jun 24, 2026	-38.69% Feb 14, 2020 - Nov 11, 2020
#2	-12.84% Jan 26, 2023 - May 17, 2024	-19.04% Apr 20, 2022 - Dec 14, 2023
#3	-11.47% May 28, 2024 - Jan 15, 2025	-17.85% Sep 21, 2018 - Apr 5, 2019
#4	-10.76% Apr 2, 2025 - Jun 17, 2025	-15.97% Nov 29, 2024 - Aug 13, 2025
#5	-9.70% Jan 29, 2026 - Mar 4, 2026	-11.74% Oct 30, 2015 - Mar 17, 2016
#6	-5.95% Nov 15, 2022 - Jan 17, 2023	-9.37% Jan 26, 2018 - Aug 7, 2018
#7	-5.43% Mar 12, 2026 - Apr 21, 2026	-8.27% Jan 4, 2022 - Mar 29, 2022
#8	-4.63% Feb 19, 2025 - Apr 2, 2025	-6.90% Mar 2, 2026 - Apr 17, 2026
#9	-4.54% Jun 20, 2025 - Sep 2, 2025	-6.00% Apr 30, 2019 - Jun 20, 2019
#10	-3.42% Nov 11, 2025 - Dec 3, 2025	-5.76% Jul 26, 2019 - Sep 12, 2019
#11	-3.33% Dec 26, 2025 - Jan 12, 2026	-5.57% Mar 28, 2024 - Jul 12, 2024
#12	-3.20% Dec 5, 2025 - Dec 23, 2025	-5.38% Jul 26, 2016 - Dec 7, 2016
#13	-2.35% Nov 4, 2022 - Nov 11, 2022	-5.18% Nov 16, 2021 - Dec 23, 2021
#14	-2.16% May 20, 2024 - May 28, 2024	-5.03% Sep 2, 2021 - Oct 22, 2021
#15	-2.13% Oct 8, 2025 - Oct 20, 2025	-4.43% Jul 31, 2024 - Aug 19, 2024

Correlation

Correlation between NBCM and JPUS is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2015 - 2026)

NBCM vs JPUS dividend yield comparison.

Year	NBCM	JPUS
2026	0.00%	0.85%
2025	8.46%	2.27%
2024	5.22%	2.12%
2023	4.37%	2.26%
2022	0.80%	2.35%
2021	0.00%	1.67%
2020	0.00%	1.94%
2019	0.00%	2.09%
2018	0.00%	2.16%
2017	0.00%	1.25%
2016	0.00%	0.77%
2015	0.00%	0.48%