URTH vs JMUB
Comparison between ISHARES MSCI WORLD ETF (URTH, ETF) and JPMORGAN MUNICIPAL ETF (JMUB, ETF).
5-Year PerformanceURTH has outperformed JMUB, delivering a return of +11.9% compared to +1.0%
URTH vs JMUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
URTH
$8B
JMUB
$8B
Expense Ratio
URTH
0.24%
Winner
JMUB
0.18%
Max Drawdown
URTH
34.01%
Winner
JMUB
14.47%
Sharpe Ratio
Winner
URTH
1.43
JMUB
0.41
5Y Beta
URTH
0.91
Winner
JMUB
0.03
P/E Ratio
URTH
24.12
JMUB
N/A
Forward P/E
URTH
19.78
JMUB
N/A
5Y Dividends CAGR
URTH
8.64%
Winner
JMUB
10.77%
5Y EPS CAGR
URTH
25.16%
JMUB
N/A
Debt to Equity
URTH
55.89%
JMUB
N/A
P/S Ratio
URTH
3.38
JMUB
N/A
P/B Ratio
URTH
4.88
JMUB
N/A
URTH vs JMUB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
URTH
+3.61%
JMUB
-0.67%
3M
Winner
URTH
+6.40%
JMUB
-0.01%
6M
Winner
URTH
+11.36%
JMUB
+0.03%
1Y
Winner
URTH
+23.92%
JMUB
+4.83%
5Y(CAGR)
Winner
URTH
+11.86%
JMUB
+0.97%
10Y(CAGR)
URTH
+13.29%
JMUB
N/A
Max(CAGR)
Winner
URTH
+12.43%
JMUB
+2.92%
URTH vs JMUB - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | URTH | JMUB |
|---|---|---|
| 2026 | +13.59% | +0.88% |
| 2025 | +21.59% | +4.15% |
| 2024 | +19.66% | +1.90% |
| 2023 | +24.14% | +5.86% |
| 2022 | -18.40% | -7.39% |
| 2021 | +23.13% | +1.59% |
| 2020 | +14.90% | +4.88% |
| 2019 | +28.12% | +8.35% |
| 2018 | -9.25% | +2.81% |
| 2017 | +21.83% | N/A |
| 2016 | +8.88% | N/A |
| 2015 | -0.62% | N/A |
| 2014 | +5.44% | N/A |
| 2013 | +26.35% | N/A |
| 2012 | +14.73% | N/A |
URTH vs JMUB Drawdown Comparison
The maximum drawdown for URTH was -34.01%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for JMUB was -12.50%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.
The current JMUB drawdown is -0.97%.
| Rank | URTH | JMUB |
|---|---|---|
| #1 | -34.01% Feb 12, 2020 - Aug 24, 2020 | -12.50% Mar 9, 2020 - Aug 7, 2020 |
| #2 | -26.04% Jan 3, 2022 - Dec 19, 2023 | -12.06% Jul 30, 2021 - Sep 5, 2024 |
| #3 | -18.89% May 19, 2015 - Dec 13, 2016 | -4.02% Feb 28, 2025 - Sep 5, 2025 |
| #4 | -18.57% Jan 26, 2018 - Apr 30, 2019 | -2.55% Feb 27, 2026 - Jul 2, 2026 |
| #5 | -16.94% Feb 18, 2025 - Jun 2, 2025 | -2.18% Oct 1, 2024 - Dec 4, 2024 |
| #6 | -11.39% Mar 27, 2012 - Sep 7, 2012 | -2.17% Feb 12, 2021 - Jun 8, 2021 |
| #7 | -10.77% May 21, 2013 - Jul 18, 2013 | -2.07% Dec 4, 2024 - Feb 26, 2025 |
| #8 | -9.32% Jul 3, 2014 - Feb 17, 2015 | -1.82% Jul 6, 2026 - Jul 23, 2026 |
| #9 | -9.06% Feb 25, 2026 - Apr 15, 2026 | -1.36% Aug 15, 2019 - Oct 9, 2019 |
| #10 | -8.23% Jul 16, 2024 - Aug 23, 2024 | -1.22% Aug 11, 2020 - Nov 20, 2020 |
| #11 | -8.10% Sep 2, 2020 - Nov 9, 2020 | -1.18% Oct 9, 2019 - Jan 3, 2020 |
| #12 | -7.00% Sep 14, 2012 - Dec 20, 2012 | -0.55% Jun 15, 2021 - Jul 8, 2021 |
| #13 | -6.85% Aug 9, 2013 - Sep 18, 2013 | -0.48% Mar 28, 2019 - Apr 29, 2019 |
| #14 | -6.07% Jul 24, 2019 - Oct 17, 2019 | -0.45% Nov 11, 2025 - Nov 28, 2025 |
| #15 | -6.07% May 3, 2019 - Jun 20, 2019 | -0.42% Sep 17, 2025 - Oct 10, 2025 |
Correlation
Correlation between URTH and JMUB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2012 - 2026)
URTH vs JMUB dividend yield comparison.
| Year | URTH | JMUB |
|---|---|---|
| 2026 | 0.64% | 2.12% |
| 2025 | 1.48% | 3.52% |
| 2024 | 1.47% | 3.50% |
| 2023 | 1.70% | 3.20% |
| 2022 | 1.68% | 2.16% |
| 2021 | 1.50% | 1.94% |
| 2020 | 1.52% | 2.13% |
| 2019 | 2.16% | 3.66% |
| 2018 | 2.30% | 0.45% |
| 2017 | 1.88% | 0.00% |
| 2016 | 2.15% | 0.00% |
| 2015 | 2.35% | 0.00% |
| 2014 | 2.31% | 0.00% |
| 2013 | 1.04% | 0.00% |
| 2012 | 2.69% | 0.00% |
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