WISD vs JMSI
Comparison between Wisdom Short Duration Income ETF (WISD, ETF) and JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF (JMSI, ETF).
WISD vs JMSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WISD
$383M
JMSI
$382M
Expense Ratio
WISD
0.42%
Winner
JMSI
0.18%
Max Drawdown
Winner
WISD
1.48%
JMSI
5.42%
Sharpe Ratio
WISD
0.77
Winner
JMSI
0.78
5Y Beta
WISD
0.05
Winner
JMSI
0.03
WISD vs JMSI - Historical Returns
Returns include dividend reinvestment.
1M
WISD
+0.42%
Winner
JMSI
+1.45%
3M
WISD
+1.00%
Winner
JMSI
+1.71%
6M
Winner
WISD
+2.07%
JMSI
+1.59%
1Y
WISD
N/A
JMSI
+5.95%
Max(CAGR)
Winner
WISD
+4.59%
JMSI
+3.86%
WISD vs JMSI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | WISD | JMSI |
|---|---|---|
| 2026 | +1.58% | +1.44% |
| 2025 | +1.01% | +4.25% |
| 2024 | N/A | +2.72% |
| 2023 | N/A | +2.70% |
WISD vs JMSI Drawdown Comparison
The maximum drawdown for WISD was -0.73%, occurring on Mar 13, 2026. Recovery took 34 trading sessions.
The maximum drawdown for JMSI was -4.56%, occurring on Oct 31, 2023. Recovery took 91 trading sessions.
The current WISD drawdown is -0.21%. The current JMSI drawdown is -0.52%.
| Rank | WISD | JMSI |
|---|---|---|
| #1 | -0.73% Feb 23, 2026 - Apr 13, 2026 | -4.56% Jul 21, 2023 - Nov 29, 2023 |
| #2 | -0.21% Jun 2, 2026 - Jun 5, 2026 | -3.59% Feb 28, 2025 - Sep 5, 2025 |
| #3 | -0.15% Dec 4, 2025 - Dec 11, 2025 | -2.98% Feb 26, 2026 - Mar 24, 2026 |
| #4 | -0.14% May 11, 2026 - May 21, 2026 | -2.08% Oct 3, 2024 - Dec 2, 2024 |
| #5 | -0.13% Apr 20, 2026 - May 5, 2026 | -2.03% Dec 4, 2024 - Feb 28, 2025 |
| #6 | -0.06% Feb 2, 2026 - Feb 6, 2026 | -1.57% Mar 22, 2024 - May 7, 2024 |
| #7 | -0.05% Feb 11, 2026 - Feb 13, 2026 | -1.07% May 15, 2024 - Jun 6, 2024 |
| #8 | -0.04% Jan 6, 2026 - Jan 9, 2026 | -0.98% Jan 8, 2024 - Feb 1, 2024 |
| #9 | -0.04% May 29, 2026 - Jun 2, 2026 | -0.94% Aug 5, 2024 - Sep 9, 2024 |
| #10 | -0.04% Apr 15, 2026 - Apr 17, 2026 | -0.81% Feb 1, 2024 - Mar 5, 2024 |
| #11 | -0.04% Nov 11, 2025 - Nov 19, 2025 | -0.54% Nov 11, 2025 - Nov 26, 2025 |
| #12 | -0.03% Nov 28, 2025 - Dec 2, 2025 | -0.54% Sep 23, 2025 - Oct 10, 2025 |
| #13 | -0.03% May 6, 2026 - May 8, 2026 | -0.43% Jun 17, 2024 - Jul 5, 2024 |
| #14 | -0.03% Jan 23, 2026 - Jan 27, 2026 | -0.35% Jun 6, 2024 - Jun 12, 2024 |
| #15 | -0.02% Nov 19, 2025 - Nov 21, 2025 | -0.34% Jan 14, 2026 - Jan 27, 2026 |
Correlation
Correlation between WISD and JMSI is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2023 - 2026)
WISD vs JMSI dividend yield comparison.
| Year | WISD | JMSI |
|---|---|---|
| 2026 | 2.09% | 1.50% |
| 2025 | 0.83% | 3.65% |
| 2024 | 0.00% | 3.66% |
| 2023 | 0.00% | 1.79% |
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