NEAR vs JPST
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).
5-Year PerformanceNEAR has outperformed JPST, delivering a return of +3.8% compared to +3.6%
NEAR vs JPST - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEAR vs JPST - Historical Returns
Returns include dividend reinvestment.
NEAR vs JPST - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | JPST |
|---|---|---|
| 2026 | +0.52% | +1.28% |
| 2025 | +5.96% | +4.95% |
| 2024 | +5.16% | +5.58% |
| 2023 | +7.44% | +5.15% |
| 2022 | +0.43% | +1.14% |
| 2021 | +0.34% | +0.11% |
| 2020 | +1.39% | +2.18% |
| 2019 | +3.53% | +3.42% |
| 2018 | +1.67% | +2.25% |
| 2017 | +1.43% | +1.00% |
| 2016 | +1.58% | N/A |
| 2015 | +0.85% | N/A |
| 2014 | +0.59% | N/A |
| 2013 | +0.35% | N/A |
NEAR vs JPST Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.
The current NEAR drawdown is -0.27%. The current JPST drawdown is -0.08%.
| Rank | NEAR | JPST |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -3.28% Mar 5, 2020 - May 20, 2020 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -0.79% Oct 1, 2021 - Nov 8, 2022 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -0.30% Apr 3, 2025 - Apr 21, 2025 |
| #4 | -1.13% Feb 27, 2026 - Mar 26, 2026 | -0.28% Sep 26, 2017 - Oct 13, 2017 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -0.28% May 11, 2023 - Jun 16, 2023 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -0.15% Feb 26, 2026 - Mar 31, 2026 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -0.15% Sep 17, 2020 - Oct 21, 2020 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -0.14% Jun 10, 2020 - Jun 16, 2020 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -0.12% Mar 8, 2018 - Mar 26, 2018 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -0.12% Mar 23, 2023 - Apr 4, 2023 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -0.12% Mar 1, 2021 - Apr 22, 2021 |
| #12 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -0.10% Jul 26, 2017 - Aug 3, 2017 |
| #13 | -0.29% May 15, 2024 - Jun 3, 2024 | -0.10% Apr 5, 2023 - Apr 24, 2023 |
| #14 | -0.25% Dec 7, 2023 - Dec 13, 2023 | -0.10% Dec 16, 2024 - Dec 26, 2024 |
| #15 | -0.25% Jan 8, 2025 - Jan 15, 2025 | -0.10% Oct 2, 2024 - Oct 14, 2024 |
Correlation
Correlation between NEAR and JPST is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
NEAR vs JPST dividend yield comparison.
| Year | NEAR | JPST |
|---|---|---|
| 2026 | 1.76% | 1.70% |
| 2025 | 4.54% | 4.43% |
| 2024 | 5.00% | 5.16% |
| 2023 | 4.59% | 4.79% |
| 2022 | 1.78% | 1.83% |
| 2021 | 0.76% | 0.73% |
| 2020 | 1.53% | 1.43% |
| 2019 | 2.69% | 2.69% |
| 2018 | 2.25% | 2.07% |
| 2017 | 1.52% | 0.96% |
| 2016 | 1.07% | 0.00% |
| 2015 | 0.85% | 0.00% |
| 2014 | 0.85% | 0.00% |
| 2013 | 0.15% | 0.00% |
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