BRTR vs. JPST
Compare and contrast key facts about Blackrock Total Return ETF (BRTR) and JPMorgan Ultra-Short Income ETF (JPST).
BRTR and JPST are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BRTR is an actively managed fund by BlackRock. It was launched on Dec 12, 2023. JPST is an actively managed fund by JPMorgan Chase. It was launched on May 17, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRTR or JPST.
Correlation
The correlation between BRTR and JPST is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BRTR vs. JPST - Performance Comparison
Key characteristics
BRTR:
1.04
JPST:
11.10
BRTR:
1.52
JPST:
25.11
BRTR:
1.18
JPST:
5.73
BRTR:
1.04
JPST:
56.93
BRTR:
2.51
JPST:
300.38
BRTR:
2.11%
JPST:
0.02%
BRTR:
5.07%
JPST:
0.51%
BRTR:
-5.07%
JPST:
-3.28%
BRTR:
-2.68%
JPST:
0.00%
Returns By Period
In the year-to-date period, BRTR achieves a 1.46% return, which is significantly higher than JPST's 0.64% return.
BRTR
1.46%
1.68%
-0.53%
4.60%
N/A
N/A
JPST
0.64%
0.44%
2.41%
5.55%
2.87%
N/A
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BRTR vs. JPST - Expense Ratio Comparison
BRTR has a 0.38% expense ratio, which is higher than JPST's 0.18% expense ratio.
Risk-Adjusted Performance
BRTR vs. JPST — Risk-Adjusted Performance Rank
BRTR
JPST
BRTR vs. JPST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Total Return ETF (BRTR) 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.
Dividends
BRTR vs. JPST - Dividend Comparison
BRTR's dividend yield for the trailing twelve months is around 5.55%, more than JPST's 5.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
BRTR Blackrock Total Return ETF | 5.55% | 5.58% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPST JPMorgan Ultra-Short Income ETF | 5.10% | 5.16% | 4.80% | 1.83% | 0.73% | 1.43% | 2.68% | 2.07% | 0.96% |
Drawdowns
BRTR vs. JPST - Drawdown Comparison
The maximum BRTR drawdown since its inception was -5.07%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for BRTR and JPST. For additional features, visit the drawdowns tool.
Volatility
BRTR vs. JPST - Volatility Comparison
Blackrock Total Return ETF (BRTR) has a higher volatility of 1.31% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.12%. This indicates that BRTR'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.