PMMF vs JPSE
Comparison between iShares Prime Money Market ETF (PMMF, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF).
PMMF vs JPSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PMMF
$573M
Winner
JPSE
$573M
Expense Ratio
Winner
PMMF
0.20%
JPSE
0.29%
Max Drawdown
Winner
PMMF
0.46%
JPSE
43.24%
Sharpe Ratio
PMMF
0.98
Winner
JPSE
1.63
5Y Beta
Winner
PMMF
-0.00
JPSE
0.91
P/E Ratio
PMMF
N/A
JPSE
29.62
Forward P/E
PMMF
N/A
JPSE
14.13
5Y Dividends CAGR
PMMF
N/A
JPSE
10.43%
5Y EPS CAGR
PMMF
N/A
JPSE
10.82%
Debt to Equity
PMMF
N/A
JPSE
113.43%
P/S Ratio
PMMF
N/A
JPSE
1.05
P/B Ratio
PMMF
N/A
JPSE
1.73
PMMF vs JPSE - Historical Returns
Returns include dividend reinvestment.
1M
PMMF
+0.31%
Winner
JPSE
+3.40%
3M
PMMF
+0.92%
Winner
JPSE
+14.49%
6M
PMMF
+1.82%
Winner
JPSE
+15.83%
1Y
PMMF
+3.98%
Winner
JPSE
+34.00%
5Y(CAGR)
PMMF
N/A
JPSE
+7.43%
10Y(CAGR)
PMMF
N/A
JPSE
+10.88%
Max(CAGR)
PMMF
+4.08%
Winner
JPSE
+10.88%
PMMF vs JPSE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PMMF | JPSE |
|---|---|---|
| 2026 | +1.60% | +18.12% |
| 2025 | +3.84% | +8.90% |
| 2024 | N/A | +8.30% |
| 2023 | N/A | +16.10% |
| 2022 | N/A | -15.23% |
| 2021 | N/A | +29.80% |
| 2020 | N/A | +12.62% |
| 2019 | N/A | +22.59% |
| 2018 | N/A | -8.79% |
| 2017 | N/A | +14.33% |
| 2016 | N/A | +3.67% |
PMMF vs JPSE Drawdown Comparison
The maximum drawdown for PMMF was -0.13%, occurring on Apr 9, 2025. Recovery took 6 trading sessions.
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
| Rank | PMMF | JPSE |
|---|---|---|
| #1 | -0.13% Apr 8, 2025 - Apr 16, 2025 | -43.02% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -0.12% Feb 18, 2025 - Feb 20, 2025 | -25.57% Nov 8, 2021 - Jul 15, 2024 |
| #3 | -0.07% Apr 17, 2025 - Apr 24, 2025 | -25.49% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -0.05% Feb 21, 2025 - Feb 28, 2025 | -23.26% Sep 14, 2018 - Dec 26, 2019 |
| #5 | -0.03% Apr 29, 2025 - May 5, 2025 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -0.02% Oct 14, 2025 - Oct 17, 2025 | -8.40% Mar 15, 2021 - Jun 1, 2021 |
| #7 | -0.02% Nov 11, 2025 - Nov 13, 2025 | -8.33% Jun 8, 2021 - Oct 20, 2021 |
| #8 | -0.02% Apr 24, 2025 - Apr 28, 2025 | -8.19% Jan 23, 2018 - May 17, 2018 |
| #9 | -0.01% Jul 21, 2025 - Jul 24, 2025 | -8.00% Feb 26, 2026 - Apr 13, 2026 |
| #10 | -0.01% Jun 27, 2025 - Jul 1, 2025 | -5.09% Feb 24, 2021 - Mar 10, 2021 |
| #11 | -0.01% Jul 16, 2025 - Jul 18, 2025 | -4.66% Jul 25, 2017 - Sep 21, 2017 |
| #12 | -0.01% Mar 4, 2025 - Mar 6, 2025 | -4.56% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -0.01% Jun 10, 2026 - Jun 12, 2026 | -4.38% Jan 22, 2021 - Feb 4, 2021 |
| #14 | -0.01% Mar 17, 2025 - Mar 20, 2025 | -4.36% Oct 16, 2024 - Nov 6, 2024 |
| #15 | -0.01% Feb 7, 2025 - Feb 11, 2025 | -4.17% Apr 26, 2017 - Jun 9, 2017 |
Correlation
Correlation between PMMF and JPSE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
PMMF vs JPSE dividend yield comparison.
| Year | PMMF | JPSE |
|---|---|---|
| 2026 | 1.55% | 0.14% |
| 2025 | 3.59% | 1.62% |
| 2024 | 0.00% | 1.66% |
| 2023 | 0.00% | 1.76% |
| 2022 | 0.00% | 1.55% |
| 2021 | 0.00% | 1.24% |
| 2020 | 0.00% | 1.32% |
| 2019 | 0.00% | 1.23% |
| 2018 | 0.00% | 1.18% |
| 2017 | 0.00% | 0.74% |
| 2016 | 0.00% | 0.14% |
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