VBK vs JPST

Comparison between VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).

5-Year PerformanceVBK has outperformed JPST, delivering a return of +5.0% compared to +3.6%

VBK vs JPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VBK(ETF)	JPST(ETF)
Net Assets	$39B	$38B
Expense Ratio	0.05%	0.18%
Max Drawdown	59.36%	3.30%
Sharpe Ratio	1.50	1.37
5Y Beta	1.18	0.00
P/E Ratio	60.66	N/A
Forward P/E	21.76	N/A
5Y Dividends CAGR	12.10%	33.32%
5Y EPS CAGR	18.83%	N/A
Debt to Equity	28.21%	N/A
P/S Ratio	2.85	N/A
P/B Ratio	4.60	N/A

Net Assets

Winner

VBK

$39B

JPST

$38B

Expense Ratio

Winner

VBK

0.05%

JPST

0.18%

Max Drawdown

VBK

59.36%

Winner

JPST

3.30%

Sharpe Ratio

Winner

VBK

1.50

JPST

1.37

5Y Beta

VBK

1.18

Winner

JPST

0.00

P/E Ratio

VBK

60.66

JPST

N/A

Forward P/E

VBK

21.76

JPST

N/A

5Y Dividends CAGR

VBK

12.10%

Winner

JPST

33.32%

5Y EPS CAGR

VBK

18.83%

JPST

N/A

Debt to Equity

VBK

28.21%

JPST

N/A

P/S Ratio

VBK

2.85

JPST

N/A

P/B Ratio

VBK

4.60

JPST

N/A

VBK vs JPST - Historical Returns

Returns include dividend reinvestment.

Period	VBK	JPST
1 month	+8.31%	+0.37%
3 months	+7.39%	+0.68%
6 months	+15.27%	+1.84%
1 year	+34.17%	+4.49%
5 years(CAGR)	+5.00%	+3.58%
10 years(CAGR)	+11.87%	+2.98%
Max(CAGR)	+9.85%	+2.98%

Winner

VBK

+8.31%

JPST

+0.37%

Winner

VBK

+7.39%

JPST

+0.68%

Winner

VBK

+15.27%

JPST

+1.84%

Winner

VBK

+34.17%

JPST

+4.49%

5Y(CAGR)

Winner

VBK

+5.00%

JPST

+3.58%

10Y(CAGR)

Winner

VBK

+11.87%

JPST

+2.98%

Max(CAGR)

Winner

VBK

+9.85%

JPST

+2.98%

VBK vs JPST - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VBK	JPST
2026	+12.04%	+1.12%
2025	+8.29%	+4.95%
2024	+17.96%	+5.58%
2023	+22.53%	+5.15%
2022	-28.70%	+1.14%
2021	+7.63%	+0.11%
2020	+34.73%	+2.18%
2019	+33.46%	+3.42%
2018	-6.53%	+2.25%
2017	+21.21%	+1.00%
2016	+12.95%	N/A
2015	-2.40%	N/A
2014	+5.05%	N/A
2013	+34.65%	N/A
2012	+16.32%	N/A
2011	-3.15%	N/A
2010	+28.14%	N/A
2009	+38.51%	N/A
2008	-39.30%	N/A
2007	+10.06%	N/A
2006	+10.29%	N/A
2005	+10.57%	N/A
2004	+10.26%	N/A

VBK vs JPST Drawdown Comparison

The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

The current VBK drawdown is -1.06%.

Rank	VBK	JPST
#1	-58.69% Oct 10, 2007 - Dec 7, 2010	-3.28% Mar 5, 2020 - May 20, 2020
#2	-38.71% Feb 20, 2020 - Jul 29, 2020	-0.79% Oct 1, 2021 - Nov 8, 2022
#3	-38.39% Nov 8, 2021 - Nov 25, 2024	-0.30% Apr 3, 2025 - Apr 21, 2025
#4	-28.93% Jul 7, 2011 - Sep 7, 2012	-0.28% Sep 26, 2017 - Oct 13, 2017
#5	-27.54% Dec 4, 2024 - Sep 18, 2025	-0.28% May 11, 2023 - Jun 16, 2023
#6	-26.61% Jun 23, 2015 - Dec 8, 2016	-0.15% Feb 26, 2026 - Mar 31, 2026
#7	-25.96% Sep 4, 2018 - Jul 3, 2019	-0.15% Sep 17, 2020 - Oct 21, 2020
#8	-18.24% Apr 5, 2004 - Nov 12, 2004	-0.14% Jun 10, 2020 - Jun 16, 2020
#9	-16.98% May 8, 2006 - Feb 1, 2007	-0.12% Mar 8, 2018 - Mar 26, 2018
#10	-13.64% Feb 12, 2021 - Nov 1, 2021	-0.12% Mar 23, 2023 - Apr 4, 2023
#11	-13.23% Mar 4, 2014 - Feb 5, 2015	-0.12% Mar 1, 2021 - Apr 22, 2021
#12	-11.44% Jan 22, 2026 - Apr 15, 2026	-0.10% Jul 26, 2017 - Aug 3, 2017
#13	-10.96% Jul 19, 2007 - Oct 5, 2007	-0.10% Apr 5, 2023 - Apr 24, 2023
#14	-10.15% Apr 29, 2011 - Jul 7, 2011	-0.10% Dec 16, 2024 - Dec 26, 2024
#15	-9.88% Sep 14, 2012 - Jan 2, 2013	-0.10% Oct 2, 2024 - Oct 14, 2024

Correlation

Correlation between VBK and JPST is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2004 - 2026)

VBK vs JPST dividend yield comparison.

Year	VBK	JPST
2026	0.10%	1.36%
2025	0.54%	4.43%
2024	0.54%	5.16%
2023	0.68%	4.79%
2022	0.55%	1.83%
2021	0.36%	0.73%
2020	0.44%	1.43%
2019	0.57%	2.69%
2018	0.79%	2.07%
2017	0.82%	0.96%
2016	1.08%	0.00%
2015	0.98%	0.00%
2014	1.01%	0.00%
2013	0.65%	0.00%
2012	1.04%	0.00%
2011	0.55%	0.00%
2010	0.46%	0.00%
2009	0.40%	0.00%
2008	1.04%	0.00%
2007	0.58%	0.00%
2006	0.41%	0.00%
2005	0.37%	0.00%
2004	0.16%	0.00%