XFIV vs JPME

Comparison between BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).

XFIV vs JPME - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XFIV(ETF)	JPME(ETF)
Net Assets	$437M	$437M
Expense Ratio	0.05%	0.24%
Max Drawdown	7.83%	41.01%
Sharpe Ratio	-0.26	1.43
5Y Beta	-0.02	0.74
P/E Ratio	N/A	22.16
Forward P/E	N/A	15.14
5Y Dividends CAGR	N/A	13.97%
5Y EPS CAGR	N/A	11.07%
Debt to Equity	N/A	53.75%
P/S Ratio	N/A	1.36
P/B Ratio	N/A	2.40

Net Assets

Winner

XFIV

$437M

JPME

$437M

Expense Ratio

Winner

XFIV

0.05%

JPME

0.24%

Max Drawdown

Winner

XFIV

7.83%

JPME

41.01%

Sharpe Ratio

XFIV

-0.26

Winner

JPME

1.43

5Y Beta

Winner

XFIV

-0.02

JPME

0.74

P/E Ratio

XFIV

N/A

JPME

22.16

Forward P/E

XFIV

N/A

JPME

15.14

5Y Dividends CAGR

XFIV

N/A

JPME

13.97%

5Y EPS CAGR

XFIV

N/A

JPME

11.07%

Debt to Equity

XFIV

N/A

JPME

53.75%

P/S Ratio

XFIV

N/A

JPME

1.36

P/B Ratio

XFIV

N/A

JPME

2.40

XFIV vs JPME - Historical Returns

Returns include dividend reinvestment.

Period	XFIV	JPME
1 month	-0.51%	+0.49%
3 months	-1.53%	+4.65%
6 months	-0.60%	+12.71%
1 year	+2.95%	+22.62%
5 years(CAGR)	N/A	+8.49%
10 years(CAGR)	N/A	+10.94%
Max(CAGR)	+3.18%	+11.24%

XFIV

-0.51%

Winner

JPME

+0.49%

XFIV

-1.53%

Winner

JPME

+4.65%

XFIV

-0.60%

Winner

JPME

+12.71%

XFIV

+2.95%

Winner

JPME

+22.62%

5Y(CAGR)

XFIV

N/A

JPME

+8.49%

10Y(CAGR)

XFIV

N/A

JPME

+10.94%

Max(CAGR)

XFIV

+3.18%

Winner

JPME

+11.24%

XFIV vs JPME - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	XFIV	JPME
2026	-0.74%	+11.69%
2025	+7.47%	+8.39%
2024	+1.82%	+13.32%
2023	+4.07%	+11.82%
2022	-0.57%	-9.80%
2021	N/A	+30.73%
2020	N/A	+8.62%
2019	N/A	+25.84%
2018	N/A	-9.19%
2017	N/A	+18.60%
2016	N/A	+10.30%

XFIV vs JPME Drawdown Comparison

The maximum drawdown for XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.

The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

The current XFIV drawdown is -2.44%. The current JPME drawdown is -0.96%.

Rank	XFIV	JPME
#1	-6.38% May 4, 2023 - Dec 27, 2023	-41.01% Jan 17, 2020 - Nov 16, 2020
#2	-4.47% Sep 16, 2024 - Apr 3, 2025	-19.91% Aug 29, 2018 - Jul 3, 2019
#3	-3.89% Jan 18, 2023 - Mar 17, 2023	-19.30% Jan 4, 2022 - Dec 26, 2023
#4	-3.71% Sep 16, 2022 - Dec 1, 2022	-18.70% Nov 29, 2024 - Sep 11, 2025
#5	-3.50% Feb 1, 2024 - Jul 11, 2024	-7.57% Jan 26, 2018 - Jul 19, 2018
#6	-2.90% Feb 27, 2026 - May 19, 2026	-6.84% Mar 2, 2026 - Apr 17, 2026
#7	-2.11% Apr 4, 2025 - Apr 30, 2025	-6.58% Nov 16, 2021 - Dec 27, 2021
#8	-1.99% Apr 30, 2025 - Jun 25, 2025	-6.56% Jul 26, 2019 - Nov 1, 2019
#9	-1.73% Dec 15, 2022 - Jan 9, 2023	-6.51% Mar 28, 2024 - Jul 16, 2024
#10	-1.57% Apr 6, 2023 - May 3, 2023	-5.27% Jun 8, 2016 - Jul 12, 2016
#11	-1.22% Mar 23, 2023 - Apr 4, 2023	-5.26% Aug 23, 2016 - Nov 21, 2016
#12	-1.19% Mar 17, 2023 - Mar 23, 2023	-5.09% Jul 31, 2024 - Aug 19, 2024
#13	-1.19% Dec 27, 2023 - Feb 1, 2024	-4.85% Sep 2, 2021 - Oct 20, 2021
#14	-1.07% Jun 30, 2025 - Aug 1, 2025	-4.58% Jan 20, 2021 - Feb 8, 2021
#15	-1.00% Aug 5, 2024 - Aug 21, 2024	-4.42% Sep 11, 2025 - Nov 26, 2025

Correlation

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

0.93

-101

Dividend Comparison (2016 - 2026)

XFIV vs JPME dividend yield comparison.

Year	XFIV	JPME
2026	1.63%	0.33%
2025	4.05%	2.03%
2024	3.92%	1.77%
2023	3.63%	1.84%
2022	1.06%	1.84%
2021	0.00%	1.44%
2020	0.00%	1.51%
2019	0.00%	1.68%
2018	0.00%	1.80%
2017	0.00%	1.17%
2016	0.00%	0.91%