SUB vs JCPB

Comparison between ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF) and JPMorgan Core Plus Bond ETF (JCPB, ETF).

5-Year PerformanceSUB has outperformed JCPB, delivering a return of +1.4% compared to +1.2%

SUB vs JCPB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUB(ETF)	JCPB(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.07%	0.38%
Max Drawdown	11.72%	22.96%
Sharpe Ratio	-0.24	0.61
5Y Beta	0.00	0.04
5Y Dividends CAGR	19.17%	9.35%

Net Assets

SUB

$11B

JCPB

$11B

Expense Ratio

Winner

SUB

0.07%

JCPB

0.38%

Max Drawdown

Winner

SUB

11.72%

JCPB

22.96%

Sharpe Ratio

SUB

-0.24

Winner

JCPB

0.61

5Y Beta

Winner

SUB

0.00

JCPB

0.04

5Y Dividends CAGR

Winner

SUB

19.17%

JCPB

9.35%

SUB vs JCPB - Historical Returns

Returns include dividend reinvestment.

Period	SUB	JCPB
1 month	+0.05%	+0.09%
3 months	-0.17%	+0.12%
6 months	+1.24%	+1.38%
1 year	+3.43%	+6.59%
5 years(CAGR)	+1.43%	+1.18%
10 years(CAGR)	+1.45%	N/A
Max(CAGR)	+1.58%	+2.82%

SUB

+0.05%

Winner

JCPB

+0.09%

SUB

-0.17%

Winner

JCPB

+0.12%

SUB

+1.24%

Winner

JCPB

+1.38%

SUB

+3.43%

Winner

JCPB

+6.59%

5Y(CAGR)

Winner

SUB

+1.43%

JCPB

+1.18%

10Y(CAGR)

SUB

+1.45%

JCPB

N/A

Max(CAGR)

SUB

+1.58%

Winner

JCPB

+2.82%

SUB vs JCPB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	SUB	JCPB
2026	+0.51%	+0.90%
2025	+3.55%	+7.95%
2024	+2.26%	+3.38%
2023	+2.83%	+6.57%
2022	-2.02%	-12.45%
2021	+0.17%	-0.46%
2020	+2.58%	+8.93%
2019	+3.00%	+7.76%
2018	+1.88%	N/A
2017	+0.83%	N/A
2016	+0.01%	N/A
2015	+0.71%	N/A
2014	+0.54%	N/A
2013	+0.77%	N/A
2012	+0.41%	N/A
2011	+3.85%	N/A
2010	+0.55%	N/A
2009	+4.28%	N/A
2008	+1.68%	N/A

SUB vs JCPB Drawdown Comparison

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.

The current SUB drawdown is -0.35%. The current JCPB drawdown is -1.22%.

Rank	SUB	JCPB
#1	-9.46% Mar 6, 2020 - May 19, 2020	-16.68% Sep 14, 2021 - Aug 1, 2025
#2	-6.40% Jan 16, 2009 - Sep 12, 2011	-6.03% Mar 6, 2020 - Jun 23, 2020
#3	-4.92% Jan 13, 2009 - Jan 16, 2009	-3.48% Dec 31, 2020 - Aug 2, 2021
#4	-4.35% Jul 22, 2021 - Dec 13, 2023	-2.63% Feb 27, 2026 - Mar 26, 2026
#5	-2.43% Mar 1, 2013 - Oct 24, 2013	-2.12% Sep 5, 2019 - Oct 3, 2019
#6	-1.71% Aug 24, 2016 - May 23, 2017	-1.97% Oct 7, 2019 - Jan 24, 2020
#7	-1.46% Jan 17, 2012 - Mar 1, 2013	-1.49% Aug 4, 2020 - Nov 30, 2020
#8	-1.25% Sep 7, 2017 - Nov 29, 2018	-1.05% Oct 28, 2025 - Nov 25, 2025
#9	-1.23% Apr 4, 2025 - May 29, 2025	-0.88% Aug 3, 2021 - Sep 14, 2021
#10	-0.92% Oct 2, 2024 - Jan 27, 2025	-0.83% Nov 26, 2025 - Jan 13, 2026
#11	-0.87% Jan 30, 2015 - Oct 2, 2015	-0.71% Jul 5, 2019 - Aug 2, 2019
#12	-0.80% Feb 23, 2026 - Mar 24, 2026	-0.68% Sep 16, 2025 - Oct 13, 2025
#13	-0.77% Aug 15, 2019 - Nov 27, 2019	-0.65% Jan 14, 2026 - Feb 5, 2026
#14	-0.75% Sep 12, 2011 - Dec 2, 2011	-0.56% Apr 1, 2019 - May 7, 2019
#15	-0.68% Dec 27, 2023 - May 8, 2024	-0.53% Jan 31, 2020 - Feb 10, 2020

Correlation

Correlation between SUB and JCPB is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2008 - 2026)

SUB vs JCPB dividend yield comparison.

Year	SUB	JCPB
2026	0.85%	1.62%
2025	2.42%	4.90%
2024	2.10%	5.16%
2023	1.73%	4.32%
2022	0.86%	3.01%
2021	0.72%	2.19%
2020	1.23%	2.97%
2019	1.58%	3.01%
2018	1.32%	0.00%
2017	0.95%	0.00%
2016	0.75%	0.00%
2015	0.77%	0.00%
2014	0.76%	0.00%
2013	0.84%	0.00%
2012	0.99%	0.00%
2011	1.27%	0.00%
2010	1.28%	0.00%
2009	1.44%	0.00%
2008	0.33%	0.00%