VOE vs JPST

Comparison between VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES (VOE, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).

5-Year PerformanceVOE has outperformed JPST, delivering a return of +8.7% compared to +3.6%

VOE vs JPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VOE(ETF)	JPST(ETF)
Net Assets	$37B	$38B
Expense Ratio	0.05%	0.18%
Max Drawdown	63.37%	3.30%
Sharpe Ratio	1.36	1.44
5Y Beta	0.69	0.00
P/E Ratio	20.30	N/A
Forward P/E	13.03	N/A
PEG Ratio	0.45	N/A
5Y Dividends CAGR	12.81%	33.32%
5Y EPS CAGR	9.56%	N/A
Debt to Equity	46.79%	N/A
P/S Ratio	1.23	N/A
P/B Ratio	2.37	N/A

Net Assets

VOE

$37B

Winner

JPST

$38B

Expense Ratio

Winner

VOE

0.05%

JPST

0.18%

Max Drawdown

VOE

63.37%

Winner

JPST

3.30%

Sharpe Ratio

VOE

1.36

Winner

JPST

1.44

5Y Beta

VOE

0.69

Winner

JPST

0.00

P/E Ratio

VOE

20.30

JPST

N/A

Forward P/E

VOE

13.03

JPST

N/A

PEG Ratio

VOE

0.45

JPST

N/A

5Y Dividends CAGR

VOE

12.81%

Winner

JPST

33.32%

5Y EPS CAGR

VOE

9.56%

JPST

N/A

Debt to Equity

VOE

46.79%

JPST

N/A

P/S Ratio

VOE

1.23

JPST

N/A

P/B Ratio

VOE

2.37

JPST

N/A

VOE vs JPST - Historical Returns

Returns include dividend reinvestment.

Period	VOE	JPST
1 month	+0.96%	+0.37%
3 months	+0.32%	+0.64%
6 months	+11.55%	+1.88%
1 year	+21.16%	+4.53%
5 years(CAGR)	+8.67%	+3.59%
10 years(CAGR)	+10.77%	+2.98%
Max(CAGR)	+9.27%	+2.98%

Winner

VOE

+0.96%

JPST

+0.37%

VOE

+0.32%

Winner

JPST

+0.64%

Winner

VOE

+11.55%

JPST

+1.88%

Winner

VOE

+21.16%

JPST

+4.53%

5Y(CAGR)

Winner

VOE

+8.67%

JPST

+3.59%

10Y(CAGR)

Winner

VOE

+10.77%

JPST

+2.98%

Max(CAGR)

Winner

VOE

+9.27%

JPST

+2.98%

VOE vs JPST - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	VOE	JPST
2026	+7.82%	+1.16%
2025	+12.46%	+4.95%
2024	+13.71%	+5.58%
2023	+10.01%	+5.15%
2022	-7.96%	+1.14%
2021	+31.13%	+0.11%
2020	+2.62%	+2.18%
2019	+27.88%	+3.42%
2018	-12.88%	+2.25%
2017	+16.14%	+1.00%
2016	+16.61%	N/A
2015	-1.89%	N/A
2014	+15.31%	N/A
2013	+34.58%	N/A
2012	+14.82%	N/A
2011	-1.60%	N/A
2010	+20.01%	N/A
2009	+34.45%	N/A
2008	-35.63%	N/A
2007	-4.15%	N/A
2006	+12.70%	N/A

VOE vs JPST Drawdown Comparison

The maximum drawdown for VOE was -61.51%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.

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

The current VOE drawdown is -1.41%.

Rank	VOE	JPST
#1	-61.51% Jun 4, 2007 - Apr 27, 2011	-3.28% Mar 5, 2020 - May 20, 2020
#2	-43.20% Feb 12, 2020 - Dec 4, 2020	-0.79% Oct 1, 2021 - Nov 8, 2022
#3	-24.10% Apr 29, 2011 - Mar 13, 2012	-0.30% Apr 3, 2025 - Apr 21, 2025
#4	-21.49% Jan 26, 2018 - Jul 24, 2019	-0.28% Sep 26, 2017 - Oct 13, 2017
#5	-19.69% Apr 20, 2022 - Feb 22, 2024	-0.28% May 11, 2023 - Jun 16, 2023
#6	-18.45% Nov 29, 2024 - Aug 22, 2025	-0.15% Feb 26, 2026 - Mar 31, 2026
#7	-18.04% May 21, 2015 - Jul 12, 2016	-0.15% Sep 17, 2020 - Oct 21, 2020
#8	-11.49% Mar 26, 2012 - Sep 6, 2012	-0.14% Jun 10, 2020 - Jun 16, 2020
#9	-8.46% Sep 5, 2014 - Nov 5, 2014	-0.12% Mar 8, 2018 - Mar 26, 2018
#10	-7.79% Jan 13, 2022 - Mar 29, 2022	-0.12% Mar 23, 2023 - Apr 4, 2023
#11	-7.06% Jul 24, 2019 - Sep 11, 2019	-0.12% Mar 1, 2021 - Apr 22, 2021
#12	-6.93% Feb 26, 2026 - Apr 30, 2026	-0.10% Jul 26, 2017 - Aug 3, 2017
#13	-6.80% May 17, 2013 - Jul 11, 2013	-0.10% Apr 5, 2023 - Apr 24, 2023
#14	-6.78% Nov 15, 2021 - Dec 29, 2021	-0.10% Dec 16, 2024 - Dec 26, 2024
#15	-6.78% Jun 8, 2021 - Aug 11, 2021	-0.10% Oct 2, 2024 - Oct 14, 2024

Correlation

Correlation between VOE and JPST is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2006 - 2026)

VOE vs JPST dividend yield comparison.

Year	VOE	JPST
2026	0.52%	1.36%
2025	2.10%	4.43%
2024	2.11%	5.16%
2023	2.27%	4.79%
2022	2.27%	1.83%
2021	1.78%	0.73%
2020	2.36%	1.43%
2019	2.05%	2.69%
2018	2.75%	2.07%
2017	1.86%	0.96%
2016	1.92%	0.00%
2015	2.05%	0.00%
2014	1.67%	0.00%
2013	1.53%	0.00%
2012	1.93%	0.00%
2011	2.20%	0.00%
2010	1.91%	0.00%
2009	1.95%	0.00%
2008	2.91%	0.00%
2007	2.05%	0.00%
2006	0.64%	0.00%