UTWO vs JPUS

Comparison between F/M US TREASURY 2 YEAR NOTE ETF (UTWO, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF).

UTWO vs JPUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UTWO(ETF)	JPUS(ETF)
Net Assets	$443M	$442M
Expense Ratio	0.15%	0.18%
Max Drawdown	4.63%	38.69%
Sharpe Ratio	-0.63	1.53
5Y Beta	-0.02	0.65
P/E Ratio	N/A	21.94
Forward P/E	N/A	15.98
5Y Dividends CAGR	N/A	11.81%
5Y EPS CAGR	N/A	14.07%
Debt to Equity	N/A	65.01%
P/S Ratio	N/A	1.57
P/B Ratio	N/A	2.87

Net Assets

Winner

UTWO

$443M

JPUS

$442M

Expense Ratio

Winner

UTWO

0.15%

JPUS

0.18%

Max Drawdown

Winner

UTWO

4.63%

JPUS

38.69%

Sharpe Ratio

UTWO

-0.63

Winner

JPUS

1.53

5Y Beta

Winner

UTWO

-0.02

JPUS

0.65

P/E Ratio

UTWO

N/A

JPUS

21.94

Forward P/E

UTWO

N/A

JPUS

15.98

5Y Dividends CAGR

UTWO

N/A

JPUS

11.81%

5Y EPS CAGR

UTWO

N/A

JPUS

14.07%

Debt to Equity

UTWO

N/A

JPUS

65.01%

P/S Ratio

UTWO

N/A

JPUS

1.57

P/B Ratio

UTWO

N/A

JPUS

2.87

UTWO vs JPUS - Historical Returns

Returns include dividend reinvestment.

Period	UTWO	JPUS
1 month	-0.11%	+0.35%
3 months	-0.19%	+2.79%
6 months	+0.58%	+11.27%
1 year	+2.92%	+21.24%
5 years(CAGR)	N/A	+9.32%
10 years(CAGR)	N/A	+11.38%
Max(CAGR)	+2.94%	+11.91%

UTWO

-0.11%

Winner

JPUS

+0.35%

UTWO

-0.19%

Winner

JPUS

+2.79%

UTWO

+0.58%

Winner

JPUS

+11.27%

UTWO

+2.92%

Winner

JPUS

+21.24%

5Y(CAGR)

UTWO

N/A

JPUS

+9.32%

10Y(CAGR)

UTWO

N/A

JPUS

+11.38%

Max(CAGR)

UTWO

+2.94%

Winner

JPUS

+11.91%

UTWO vs JPUS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	UTWO	JPUS
2026	+0.17%	+10.38%
2025	+4.82%	+11.20%
2024	+3.83%	+13.03%
2023	+3.41%	+11.47%
2022	-0.81%	-8.18%
2021	N/A	+30.47%
2020	N/A	+7.51%
2019	N/A	+25.94%
2018	N/A	-6.49%
2017	N/A	+19.84%
2016	N/A	+14.52%
2015	N/A	+6.56%

UTWO vs JPUS Drawdown Comparison

The maximum drawdown for UTWO was -2.04%, occurring on Nov 7, 2022. Recovery took 144 trading sessions.

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current UTWO drawdown is -0.50%. The current JPUS drawdown is -0.73%.

Rank	UTWO	JPUS
#1	-2.04% Aug 15, 2022 - Mar 13, 2023	-38.69% Feb 14, 2020 - Nov 11, 2020
#2	-1.82% May 4, 2023 - Nov 28, 2023	-19.04% Apr 20, 2022 - Dec 14, 2023
#3	-1.08% Sep 24, 2024 - Jan 31, 2025	-17.85% Sep 21, 2018 - Apr 5, 2019
#4	-0.90% Feb 27, 2026 - Mar 26, 2026	-15.97% Nov 29, 2024 - Aug 13, 2025
#5	-0.77% Apr 30, 2025 - Jun 24, 2025	-11.74% Oct 30, 2015 - Mar 17, 2016
#6	-0.75% Apr 5, 2023 - May 3, 2023	-9.37% Jan 26, 2018 - Aug 7, 2018
#7	-0.75% Feb 1, 2024 - May 15, 2024	-8.27% Jan 4, 2022 - Mar 29, 2022
#8	-0.64% Mar 24, 2023 - Apr 5, 2023	-6.90% Mar 2, 2026 - Apr 17, 2026
#9	-0.58% Mar 17, 2023 - Mar 23, 2023	-6.00% Apr 30, 2019 - Jun 20, 2019
#10	-0.47% Apr 4, 2025 - Apr 28, 2025	-5.76% Jul 26, 2019 - Sep 12, 2019
#11	-0.45% Mar 15, 2023 - Mar 17, 2023	-5.57% Mar 28, 2024 - Jul 12, 2024
#12	-0.39% Jan 12, 2024 - Jan 31, 2024	-5.38% Jul 26, 2016 - Dec 7, 2016
#13	-0.39% Mar 13, 2023 - Mar 15, 2023	-5.18% Nov 16, 2021 - Dec 23, 2021
#14	-0.32% May 15, 2024 - Jun 3, 2024	-5.03% Sep 2, 2021 - Oct 22, 2021
#15	-0.32% Jun 30, 2025 - Aug 1, 2025	-4.43% Jul 31, 2024 - Aug 19, 2024

Correlation

Correlation between UTWO and JPUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2015 - 2026)

UTWO vs JPUS dividend yield comparison.

Year	UTWO	JPUS
2026	1.45%	0.39%
2025	3.63%	2.27%
2024	4.22%	2.12%
2023	4.39%	2.26%
2022	1.22%	2.35%
2021	0.00%	1.67%
2020	0.00%	1.94%
2019	0.00%	2.09%
2018	0.00%	2.16%
2017	0.00%	1.25%
2016	0.00%	0.77%
2015	0.00%	0.48%