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ALTY vs. JPST
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ALTY vs. JPST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Alternative Income ETF (ALTY) and JPMorgan Ultra-Short Income ETF (JPST). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ALTY achieves a 6.79% return, which is significantly higher than JPST's 1.50% return.


ALTY

1D
0.41%
1M
1.22%
YTD
6.79%
6M
7.29%
1Y
15.76%
3Y*
11.36%
5Y*
5.27%
10Y*
6.21%

JPST

1D
0.02%
1M
0.31%
YTD
1.50%
6M
1.76%
1Y
4.27%
3Y*
5.19%
5Y*
3.63%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALTY vs. JPST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALTY
Global X Alternative Income ETF
6.79%11.07%10.88%10.58%-11.92%23.08%-12.82%21.44%-6.18%4.68%
JPST
JPMorgan Ultra-Short Income ETF
1.50%4.99%5.58%5.13%1.14%0.11%2.18%3.34%2.23%0.98%

Correlation

The correlation between ALTY and JPST is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.17

Correlation (All Time)
Calculated using the full available price history since May 19, 2017

0.10

Over the past year, ALTY and JPST have become more correlated (0.31) than their long-term average of 0.10, meaning their price movements have been converging.

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Return for Risk

ALTY vs. JPST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALTY
ALTY Risk / Return Rank: 8787
Overall Rank
ALTY Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ALTY Sortino Ratio Rank: 9090
Sortino Ratio Rank
ALTY Omega Ratio Rank: 9191
Omega Ratio Rank
ALTY Calmar Ratio Rank: 7878
Calmar Ratio Rank
ALTY Martin Ratio Rank: 8787
Martin Ratio Rank

JPST
JPST Risk / Return Rank: 9999
Overall Rank
JPST Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
JPST Sortino Ratio Rank: 9999
Sortino Ratio Rank
JPST Omega Ratio Rank: 9999
Omega Ratio Rank
JPST Calmar Ratio Rank: 9999
Calmar Ratio Rank
JPST Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALTY vs. JPST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Alternative Income ETF (ALTY) and JPMorgan Ultra-Short Income ETF (JPST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ALTYJPSTDifference
Sharpe ratioReturn per unit of total volatility

-5.47

Sortino ratioReturn per unit of downside risk

-14.09

Omega ratioGain probability vs. loss probability

1.52

3.97

-2.45

Calmar ratioReturn relative to maximum drawdown

3.57

29.02

-25.46

Martin ratioReturn relative to average drawdown

16.46

142.45

-125.99

ALTY vs. JPST - Sharpe Ratio Comparison

The current ALTY Sharpe Ratio is 2.66, which is lower than the JPST Sharpe Ratio of 8.13. The chart below compares the historical Sharpe Ratios of ALTY and JPST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ALTY vs. JPST - Drawdown Comparison

The maximum ALTY drawdown since its inception was -51.47%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for ALTY and JPST.


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Drawdown Indicators


ALTYJPSTDifference

Max Drawdown

Largest peak-to-trough decline

-51.47%

-3.28%

-48.19%

Max Drawdown (1Y)

Largest decline over 1 year

-4.34%

-0.15%

-4.19%

Max Drawdown (3Y)

Largest decline over 3 years

-10.08%

-0.30%

-9.78%

Max Drawdown (5Y)

Largest decline over 5 years

-18.48%

-0.79%

-17.69%

Max Drawdown (10Y)

Largest decline over 10 years

-51.47%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-6.73%

-0.08%

-6.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

0.03%

+0.91%

Volatility

ALTY vs. JPST - Volatility Comparison

Global X Alternative Income ETF (ALTY) has a higher volatility of 1.61% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.16%. This indicates that ALTY's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALTYJPSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.61%

0.16%

+1.45%

Volatility (6M)

Calculated over the trailing 6-month period

4.43%

0.36%

+4.07%

Volatility (1Y)

Calculated over the trailing 1-year period

5.82%

0.53%

+5.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.61%

0.58%

+10.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.57%

0.93%

+15.64%

ALTY vs. JPST - Expense Ratio Comparison

ALTY has a 0.50% expense ratio, which is higher than JPST's 0.18% expense ratio.


Dividends

ALTY vs. JPST - Dividend Comparison

ALTY's dividend yield for the trailing twelve months is around 7.43%, more than JPST's 4.25% yield.


PositionTTM20252024202320222021202020192018201720162015
ALTY
Global X Alternative Income ETF
7.43%7.50%7.88%7.31%7.66%6.88%9.20%8.74%8.49%7.52%8.20%4.21%
JPST
JPMorgan Ultra-Short Income ETF
4.25%4.43%5.16%4.79%1.83%0.73%1.43%2.69%2.07%0.96%0.00%0.00%

Frequently Asked Questions


ALTY and JPST have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALTY has higher volatility (1.61%) compared to JPST (0.16%). In terms of maximum drawdown, ALTY dropped -51.47% vs JPST's -3.28%.

On 5-year performance, ALTY leads with 5.27% vs 3.63% for JPST. On fees, JPST is cheaper at 0.18% per year. On volatility, JPST has been the lower-risk option at 0.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, ALTY has performed better with a 5.27% return vs 3.63%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

JPST is cheaper with a 0.18% expense ratio, compared with 0.50% for ALTY.

ALTY has the higher dividend yield at 7.43%, compared with 4.25% for JPST.

ALTY is categorized as Global Allocation, while JPST is Ultrashort Bond. They also come from different issuers: Global X and JPMorgan. Their fees differ too: 0.50% for ALTY and 0.18% for JPST.

JPST currently has the higher Sharpe Ratio (8.13 vs 2.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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