QQQH vs JMSI

Comparison between NEOS NASDAQ-100(R) HEDGED EQUITY INCOME ETF (QQQH, ETF) and JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF (JMSI, ETF).

QQQH vs JMSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QQQH(ETF)	JMSI(ETF)
Net Assets	$363M	$364M
Expense Ratio	0.68%	0.18%
Max Drawdown	37.23%	5.42%
Sharpe Ratio	1.21	0.73
5Y Beta	0.76	0.03
P/E Ratio	37.18	N/A
Forward P/E	25.35	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	3.04%	N/A
5Y EPS CAGR	30.62%	N/A
Debt to Equity	36.19%	N/A
P/S Ratio	5.64	N/A
P/B Ratio	8.96	N/A

Net Assets

QQQH

$363M

Winner

JMSI

$364M

Expense Ratio

QQQH

0.68%

Winner

JMSI

0.18%

Max Drawdown

QQQH

37.23%

Winner

JMSI

5.42%

Sharpe Ratio

Winner

QQQH

1.21

JMSI

0.73

5Y Beta

QQQH

0.76

Winner

JMSI

0.03

P/E Ratio

QQQH

37.18

JMSI

N/A

Forward P/E

QQQH

25.35

JMSI

N/A

PEG Ratio

QQQH

0.32

JMSI

N/A

5Y Dividends CAGR

QQQH

3.04%

JMSI

N/A

5Y EPS CAGR

QQQH

30.62%

JMSI

N/A

Debt to Equity

QQQH

36.19%

JMSI

N/A

P/S Ratio

QQQH

5.64

JMSI

N/A

P/B Ratio

QQQH

8.96

JMSI

N/A

QQQH vs JMSI - Historical Returns

Returns include dividend reinvestment.

Period	QQQH	JMSI
1 month	+1.37%	+0.45%
3 months	+4.89%	-0.09%
6 months	+4.33%	+1.37%
1 year	+16.83%	+5.94%
5 years(CAGR)	+8.76%	N/A
Max(CAGR)	+9.95%	+3.79%

Winner

QQQH

+1.37%

JMSI

+0.45%

Winner

QQQH

+4.89%

JMSI

-0.09%

Winner

QQQH

+4.33%

JMSI

+1.37%

Winner

QQQH

+16.83%

JMSI

+5.94%

5Y(CAGR)

QQQH

+8.76%

JMSI

N/A

Max(CAGR)

Winner

QQQH

+9.95%

JMSI

+3.79%

QQQH vs JMSI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	QQQH	JMSI
2026	+4.97%	+1.06%
2025	+14.04%	+4.25%
2024	+27.40%	+2.72%
2023	+31.61%	+2.70%
2022	-28.45%	N/A
2021	+10.07%	N/A
2020	+17.89%	N/A
2019	+0.30%	N/A

QQQH vs JMSI Drawdown Comparison

The maximum drawdown for QQQH was -31.24%, occurring on Jan 5, 2023. Recovery took 626 trading sessions.

The maximum drawdown for JMSI was -4.56%, occurring on Oct 31, 2023. Recovery took 91 trading sessions.

The current QQQH drawdown is -2.95%. The current JMSI drawdown is -0.90%.

Rank	QQQH	JMSI
#1	-31.24% Nov 19, 2021 - May 20, 2024	-4.56% Jul 21, 2023 - Nov 29, 2023
#2	-15.18% Feb 19, 2025 - Jun 24, 2025	-3.59% Feb 28, 2025 - Sep 5, 2025
#3	-11.18% Sep 2, 2020 - Feb 5, 2021	-2.98% Feb 26, 2026 - Mar 24, 2026
#4	-10.52% Feb 19, 2020 - Apr 29, 2020	-2.08% Oct 3, 2024 - Dec 2, 2024
#5	-9.27% Jul 16, 2024 - Sep 19, 2024	-2.03% Dec 4, 2024 - Feb 28, 2025
#6	-6.96% Jan 27, 2026 - Apr 17, 2026	-1.57% Mar 22, 2024 - May 7, 2024
#7	-6.14% Feb 16, 2021 - Jun 17, 2021	-1.07% May 15, 2024 - Jun 6, 2024
#8	-5.29% Sep 7, 2021 - Nov 3, 2021	-0.98% Jan 8, 2024 - Feb 1, 2024
#9	-4.84% Oct 29, 2025 - Dec 23, 2025	-0.94% Aug 5, 2024 - Sep 9, 2024
#10	-4.75% Jun 10, 2020 - Jul 2, 2020	-0.81% Feb 1, 2024 - Mar 5, 2024
#11	-3.94% May 11, 2020 - Jun 3, 2020	-0.54% Nov 11, 2025 - Nov 26, 2025
#12	-3.48% Jul 10, 2020 - Aug 18, 2020	-0.54% Sep 23, 2025 - Oct 10, 2025
#13	-2.95% Jun 2, 2026 - Jun 5, 2026	-0.43% Jun 17, 2024 - Jul 5, 2024
#14	-2.59% Dec 16, 2024 - Jan 22, 2025	-0.35% Jun 6, 2024 - Jun 12, 2024
#15	-2.48% Oct 14, 2024 - Nov 6, 2024	-0.34% Jan 14, 2026 - Jan 27, 2026