SCHB vs JPST

Comparison between SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).

5-Year PerformanceSCHB has outperformed JPST, delivering a return of +12.3% compared to +3.6%

SCHB vs JPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHB(ETF)	JPST(ETF)
Net Assets	$37B	$38B
Expense Ratio	0.03%	0.18%
Max Drawdown	35.27%	3.30%
Sharpe Ratio	2.04	1.37
5Y Beta	0.98	0.00
P/E Ratio	27.26	N/A
Forward P/E	20.38	N/A
5Y Dividends CAGR	4.16%	33.32%
5Y EPS CAGR	24.17%	N/A
P/S Ratio	3.06	N/A
P/B Ratio	4.59	N/A

Net Assets

SCHB

$37B

Winner

JPST

$38B

Expense Ratio

Winner

SCHB

0.03%

JPST

0.18%

Max Drawdown

SCHB

35.27%

Winner

JPST

3.30%

Sharpe Ratio

Winner

SCHB

2.04

JPST

1.37

5Y Beta

SCHB

0.98

Winner

JPST

0.00

P/E Ratio

SCHB

27.26

JPST

N/A

Forward P/E

SCHB

20.38

JPST

N/A

5Y Dividends CAGR

SCHB

4.16%

Winner

JPST

33.32%

5Y EPS CAGR

SCHB

24.17%

JPST

N/A

P/S Ratio

SCHB

3.06

JPST

N/A

P/B Ratio

SCHB

4.59

JPST

N/A

SCHB vs JPST - Historical Returns

Returns include dividend reinvestment.

Period	SCHB	JPST
1 month	+8.81%	+0.37%
3 months	+6.33%	+0.68%
6 months	+10.63%	+1.84%
1 year	+31.97%	+4.49%
5 years(CAGR)	+12.28%	+3.58%
10 years(CAGR)	+15.05%	+2.98%
Max(CAGR)	+14.38%	+2.98%

Winner

SCHB

+8.81%

JPST

+0.37%

Winner

SCHB

+6.33%

JPST

+0.68%

Winner

SCHB

+10.63%

JPST

+1.84%

Winner

SCHB

+31.97%

JPST

+4.49%

5Y(CAGR)

Winner

SCHB

+12.28%

JPST

+3.58%

10Y(CAGR)

Winner

SCHB

+15.05%

JPST

+2.98%

Max(CAGR)

Winner

SCHB

+14.38%

JPST

+2.98%

SCHB vs JPST - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SCHB	JPST
2026	+8.31%	+1.12%
2025	+17.15%	+4.95%
2024	+24.73%	+5.58%
2023	+26.77%	+5.15%
2022	-19.93%	+1.14%
2021	+27.54%	+0.11%
2020	+19.76%	+2.18%
2019	+30.74%	+3.42%
2018	-6.12%	+2.25%
2017	+20.37%	+1.00%
2016	+14.36%	N/A
2015	+0.51%	N/A
2014	+13.72%	N/A
2013	+30.06%	N/A
2012	+14.75%	N/A
2011	+0.25%	N/A
2010	+15.16%	N/A
2009	+7.53%	N/A

SCHB vs JPST Drawdown Comparison

The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

Rank	SCHB	JPST
#1	-35.27% Feb 19, 2020 - Aug 12, 2020	-3.28% Mar 5, 2020 - May 20, 2020
#2	-25.40% Dec 27, 2021 - Dec 18, 2023	-0.79% Oct 1, 2021 - Nov 8, 2022
#3	-20.19% Sep 20, 2018 - Apr 23, 2019	-0.30% Apr 3, 2025 - Apr 21, 2025
#4	-20.09% Apr 29, 2011 - Feb 8, 2012	-0.28% Sep 26, 2017 - Oct 13, 2017
#5	-19.34% Feb 19, 2025 - Jun 27, 2025	-0.28% May 11, 2023 - Jun 16, 2023
#6	-15.90% Apr 23, 2010 - Nov 4, 2010	-0.15% Feb 26, 2026 - Mar 31, 2026
#7	-15.06% Jun 23, 2015 - Jun 7, 2016	-0.15% Sep 17, 2020 - Oct 21, 2020
#8	-10.01% Apr 2, 2012 - Aug 16, 2012	-0.14% Jun 10, 2020 - Jun 16, 2020
#9	-9.85% Jan 26, 2018 - Jul 25, 2018	-0.12% Mar 8, 2018 - Mar 26, 2018
#10	-9.26% Sep 2, 2020 - Nov 9, 2020	-0.12% Mar 23, 2023 - Apr 4, 2023
#11	-8.91% Jan 27, 2026 - Apr 14, 2026	-0.12% Mar 1, 2021 - Apr 22, 2021
#12	-8.53% Jul 16, 2024 - Sep 19, 2024	-0.10% Jul 26, 2017 - Aug 3, 2017
#13	-7.90% Jan 19, 2010 - Mar 9, 2010	-0.10% Apr 5, 2023 - Apr 24, 2023
#14	-7.58% Sep 14, 2012 - Jan 2, 2013	-0.10% Dec 16, 2024 - Dec 26, 2024
#15	-7.53% Sep 18, 2014 - Oct 31, 2014	-0.10% Oct 2, 2024 - Oct 14, 2024

Correlation

Correlation between SCHB and JPST is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2009 - 2026)

SCHB vs JPST dividend yield comparison.

Year	SCHB	JPST
2026	0.24%	1.36%
2025	1.11%	4.43%
2024	1.24%	5.16%
2023	1.40%	4.79%
2022	1.61%	1.83%
2021	1.21%	0.73%
2020	1.63%	1.43%
2019	1.80%	2.69%
2018	2.00%	2.07%
2017	1.65%	0.96%
2016	1.86%	0.00%
2015	2.00%	0.00%
2014	1.72%	0.00%
2013	1.63%	0.00%
2012	2.13%	0.00%
2011	1.88%	0.00%
2010	1.46%	0.00%
2009	0.23%	0.00%