USMF vs JMHI

Comparison between WISDOMTREE U.S. MULTIFACTOR FUND (USMF, ETF) and JPMORGAN HIGH YIELD MUNICIPAL ETF (JMHI, ETF).

USMF vs JMHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMF(ETF)	JMHI(ETF)
Net Assets	$292M	$292M
Expense Ratio	0.28%	0.35%
Max Drawdown	36.24%	8.42%
Sharpe Ratio	0.15	0.33
5Y Beta	0.69	0.03
P/E Ratio	22.93	N/A
Forward P/E	17.07	N/A
PEG Ratio	0.18	N/A
5Y Dividends CAGR	15.79%	N/A
5Y EPS CAGR	20.49%	N/A
Debt to Equity	57.20%	N/A
P/S Ratio	1.81	N/A
P/B Ratio	3.84	N/A

Net Assets

USMF

$292M

Winner

JMHI

$292M

Expense Ratio

Winner

USMF

0.28%

JMHI

0.35%

Max Drawdown

USMF

36.24%

Winner

JMHI

8.42%

Sharpe Ratio

USMF

0.15

Winner

JMHI

0.33

5Y Beta

USMF

0.69

Winner

JMHI

0.03

P/E Ratio

USMF

22.93

JMHI

N/A

Forward P/E

USMF

17.07

JMHI

N/A

PEG Ratio

USMF

0.18

JMHI

N/A

5Y Dividends CAGR

USMF

15.79%

JMHI

N/A

5Y EPS CAGR

USMF

20.49%

JMHI

N/A

Debt to Equity

USMF

57.20%

JMHI

N/A

P/S Ratio

USMF

1.81

JMHI

N/A

P/B Ratio

USMF

3.84

JMHI

N/A

USMF vs JMHI - Historical Returns

Returns include dividend reinvestment.

Period	USMF	JMHI
1 month	+0.76%	+0.08%
3 months	+1.22%	-0.18%
6 months	+4.03%	-0.95%
1 year	+4.08%	+4.93%
5 years(CAGR)	+7.08%	N/A
10 years(CAGR)	+10.31%	N/A
Max(CAGR)	+10.31%	+4.18%

Winner

USMF

+0.76%

JMHI

+0.08%

Winner

USMF

+1.22%

JMHI

-0.18%

Winner

USMF

+4.03%

JMHI

-0.95%

USMF

+4.08%

Winner

JMHI

+4.93%

5Y(CAGR)

USMF

+7.08%

JMHI

N/A

10Y(CAGR)

USMF

+10.31%

JMHI

N/A

Max(CAGR)

Winner

USMF

+10.31%

JMHI

+4.18%

USMF vs JMHI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	USMF	JMHI
2026	+5.11%	+1.01%
2025	+4.59%	+4.49%
2024	+19.52%	+5.85%
2023	+13.88%	+1.43%
2022	-8.76%	N/A
2021	+22.46%	N/A
2020	+11.53%	N/A
2019	+24.74%	N/A
2018	-4.54%	N/A
2017	+11.27%	N/A

USMF vs JMHI Drawdown Comparison

The maximum drawdown for USMF was -36.24%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The maximum drawdown for JMHI was -7.11%, occurring on Oct 31, 2023. Recovery took 104 trading sessions.

The current USMF drawdown is -2.04%. The current JMHI drawdown is -1.66%.

Rank	USMF	JMHI
#1	-36.24% Feb 19, 2020 - Sep 2, 2020	-7.11% Jul 18, 2023 - Dec 13, 2023
#2	-19.07% Sep 14, 2018 - Jul 3, 2019	-4.77% Feb 28, 2025 - Sep 10, 2025
#3	-18.11% Jan 4, 2022 - Dec 4, 2023	-2.93% Feb 27, 2026 - Jun 22, 2026
#4	-15.39% Nov 26, 2024 - Sep 11, 2025	-2.35% Dec 9, 2024 - Feb 3, 2025
#5	-8.63% Jan 29, 2018 - Jun 8, 2018	-2.16% Jul 2, 2026 - Jul 31, 2026
#6	-7.91% Sep 2, 2020 - Oct 13, 2020	-1.86% Oct 2, 2024 - Nov 26, 2024
#7	-6.90% Oct 13, 2020 - Nov 16, 2020	-1.74% Dec 27, 2023 - Feb 1, 2024
#8	-6.46% Sep 29, 2025 - May 8, 2026	-1.60% Feb 1, 2024 - Mar 1, 2024
#9	-5.94% Nov 12, 2021 - Dec 27, 2021	-1.23% Mar 22, 2024 - May 9, 2024
#10	-5.63% Mar 28, 2024 - Jul 16, 2024	-1.11% May 15, 2024 - Jun 6, 2024
#11	-5.51% Jul 31, 2024 - Aug 16, 2024	-1.02% Feb 6, 2025 - Feb 24, 2025
#12	-5.18% Jul 12, 2019 - Oct 28, 2019	-0.89% Aug 5, 2024 - Sep 5, 2024
#13	-4.99% Feb 12, 2021 - Mar 11, 2021	-0.74% Oct 28, 2025 - Nov 25, 2025
#14	-4.66% Sep 2, 2021 - Oct 22, 2021	-0.71% Nov 26, 2025 - Jan 7, 2026
#15	-4.08% Jun 11, 2021 - Jul 29, 2021	-0.69% Sep 16, 2025 - Oct 1, 2025