SUB vs JIRE
Comparison between ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).
SUB vs JIRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SUB
$11B
JIRE
$11B
Expense Ratio
Winner
SUB
0.07%
JIRE
0.24%
Max Drawdown
Winner
SUB
11.72%
JIRE
16.11%
Sharpe Ratio
SUB
-1.59
Winner
JIRE
1.17
5Y Beta
Winner
SUB
0.01
JIRE
0.74
5Y Dividends CAGR
SUB
19.75%
JIRE
N/A
SUB vs JIRE - Historical Returns
Returns include dividend reinvestment.
1M
SUB
+0.18%
Winner
JIRE
+3.34%
3M
SUB
+0.56%
Winner
JIRE
+5.88%
6M
SUB
+0.35%
Winner
JIRE
+4.99%
1Y
SUB
+2.07%
Winner
JIRE
+23.81%
5Y(CAGR)
SUB
+1.47%
Winner
JIRE
+17.65%
10Y(CAGR)
SUB
+1.46%
JIRE
N/A
Max(CAGR)
SUB
+1.59%
Winner
JIRE
+17.65%
SUB vs JIRE - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SUB | JIRE |
|---|---|---|
| 2026 | +1.07% | +12.55% |
| 2025 | +3.55% | +32.39% |
| 2024 | +2.26% | +4.20% |
| 2023 | +2.83% | +19.03% |
| 2022 | -2.02% | +5.72% |
| 2021 | +0.17% | N/A |
| 2020 | +2.58% | N/A |
| 2019 | +3.00% | N/A |
| 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 JIRE Drawdown Comparison
The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The current JIRE drawdown is -0.42%.
| Rank | SUB | JIRE |
|---|---|---|
| #1 | -9.46% Mar 6, 2020 - May 19, 2020 | -16.11% Aug 12, 2022 - Nov 30, 2022 |
| #2 | -6.40% Jan 16, 2009 - Sep 12, 2011 | -13.61% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -4.92% Jan 13, 2009 - Jan 16, 2009 | -11.77% Feb 25, 2026 - Jun 22, 2026 |
| #4 | -4.35% Jul 22, 2021 - Dec 13, 2023 | -11.08% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -2.43% Mar 1, 2013 - Oct 24, 2013 | -10.57% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -1.71% Aug 24, 2016 - May 23, 2017 | -7.63% Jul 12, 2024 - Aug 23, 2024 |
| #7 | -1.46% Jan 17, 2012 - Mar 1, 2013 | -7.02% Feb 1, 2023 - Apr 3, 2023 |
| #8 | -1.25% Sep 7, 2017 - Nov 29, 2018 | -5.67% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -1.23% Apr 4, 2025 - May 29, 2025 | -5.18% Jun 24, 2022 - Jul 27, 2022 |
| #10 | -0.92% Oct 2, 2024 - Jan 27, 2025 | -4.79% Mar 27, 2024 - May 9, 2024 |
| #11 | -0.87% Jan 30, 2015 - Oct 2, 2015 | -4.63% Jul 23, 2025 - Aug 15, 2025 |
| #12 | -0.80% Feb 23, 2026 - Jun 18, 2026 | -4.26% Aug 30, 2024 - Sep 26, 2024 |
| #13 | -0.77% Aug 15, 2019 - Nov 27, 2019 | -4.08% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -0.75% Sep 12, 2011 - Dec 2, 2011 | -3.92% Apr 24, 2023 - Jun 13, 2023 |
| #15 | -0.68% Dec 27, 2023 - May 8, 2024 | -3.64% Jun 6, 2024 - Jul 12, 2024 |
Correlation
Correlation between SUB and JIRE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2008 - 2026)
SUB vs JIRE dividend yield comparison.
| Year | SUB | JIRE |
|---|---|---|
| 2026 | 1.49% | 0.00% |
| 2025 | 2.42% | 2.99% |
| 2024 | 2.10% | 3.03% |
| 2023 | 1.73% | 2.74% |
| 2022 | 0.86% | 2.62% |
| 2021 | 0.72% | 0.00% |
| 2020 | 1.23% | 0.00% |
| 2019 | 1.58% | 0.00% |
| 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% |
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