XHLF vs JMOM
Comparison between BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).
XHLF vs JMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XHLF
$1.90B
JMOM
$1.90B
Expense Ratio
Winner
XHLF
0.03%
JMOM
0.12%
Max Drawdown
Winner
XHLF
0.62%
JMOM
34.31%
Sharpe Ratio
XHLF
0.81
Winner
JMOM
2.01
5Y Beta
Winner
XHLF
-0.00
JMOM
1.04
P/E Ratio
XHLF
N/A
JMOM
33.21
Forward P/E
XHLF
N/A
JMOM
22.36
PEG Ratio
XHLF
N/A
JMOM
0.80
5Y Dividends CAGR
XHLF
N/A
JMOM
12.88%
5Y EPS CAGR
XHLF
N/A
JMOM
23.62%
Debt to Equity
XHLF
N/A
JMOM
29.25%
P/S Ratio
XHLF
N/A
JMOM
2.39
P/B Ratio
XHLF
N/A
JMOM
5.11
XHLF vs JMOM - Historical Returns
Returns include dividend reinvestment.
1M
XHLF
+0.30%
Winner
JMOM
+10.37%
3M
XHLF
+0.79%
Winner
JMOM
+11.40%
6M
XHLF
+1.74%
Winner
JMOM
+17.05%
1Y
XHLF
+3.95%
Winner
JMOM
+36.39%
5Y(CAGR)
XHLF
N/A
JMOM
+15.08%
10Y(CAGR)
XHLF
N/A
JMOM
+15.81%
Max(CAGR)
XHLF
+4.47%
Winner
JMOM
+15.81%
XHLF vs JMOM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | XHLF | JMOM |
|---|---|---|
| 2026 | +1.11% | +15.25% |
| 2025 | +4.21% | +17.75% |
| 2024 | +5.06% | +29.74% |
| 2023 | +4.90% | +23.74% |
| 2022 | +0.96% | -20.41% |
| 2021 | N/A | +26.82% |
| 2020 | N/A | +28.12% |
| 2019 | N/A | +28.88% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +3.32% |
XHLF vs JMOM Drawdown Comparison
The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
| Rank | XHLF | JMOM |
|---|---|---|
| #1 | -0.11% Oct 10, 2022 - Oct 27, 2022 | -34.31% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -0.09% Mar 13, 2023 - Mar 15, 2023 | -28.27% Nov 16, 2021 - Jan 30, 2024 |
| #3 | -0.07% Mar 17, 2023 - Mar 23, 2023 | -21.59% Oct 3, 2018 - Jun 10, 2019 |
| #4 | -0.07% Mar 24, 2023 - Apr 4, 2023 | -19.51% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -0.07% Dec 23, 2022 - Dec 29, 2022 | -10.94% Feb 12, 2021 - Apr 15, 2021 |
| #6 | -0.07% Oct 28, 2022 - Nov 8, 2022 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #7 | -0.06% Apr 5, 2023 - Apr 20, 2023 | -8.49% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -0.06% Mar 3, 2023 - Mar 10, 2023 | -8.34% Oct 13, 2020 - Nov 24, 2020 |
| #9 | -0.06% Feb 2, 2023 - Feb 10, 2023 | -8.27% Sep 2, 2020 - Oct 9, 2020 |
| #10 | -0.06% Feb 1, 2024 - Feb 8, 2024 | -7.87% Mar 2, 2026 - Apr 8, 2026 |
| #11 | -0.06% Aug 5, 2024 - Aug 12, 2024 | -6.88% Apr 26, 2021 - Jun 14, 2021 |
| #12 | -0.06% Oct 2, 2024 - Oct 11, 2024 | -6.63% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -0.06% Mar 15, 2023 - Mar 17, 2023 | -6.24% Mar 21, 2024 - May 15, 2024 |
| #14 | -0.04% Mar 1, 2024 - Mar 7, 2024 | -6.18% Dec 4, 2024 - Jan 23, 2025 |
| #15 | -0.04% May 9, 2025 - May 16, 2025 | -6.07% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between XHLF and JMOM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
XHLF vs JMOM dividend yield comparison.
| Year | XHLF | JMOM |
|---|---|---|
| 2026 | 1.22% | 0.16% |
| 2025 | 3.99% | 0.86% |
| 2024 | 4.96% | 0.75% |
| 2023 | 4.50% | 1.21% |
| 2022 | 0.86% | 1.39% |
| 2021 | 0.00% | 0.64% |
| 2020 | 0.00% | 0.85% |
| 2019 | 0.00% | 1.11% |
| 2018 | 0.00% | 1.38% |
| 2017 | 0.00% | 0.29% |
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