JCBUX vs. HYLB
Compare and contrast key facts about JPMorgan Core Bond Fund Class R6 (JCBUX) and Xtrackers USD High Yield Corporate Bond ETF (HYLB).
JCBUX is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Index. It was launched on Feb 22, 2005. HYLB is a passively managed fund by DWS that tracks the performance of the Solactive USD High Yield Corporates Total Market Index. It was launched on Dec 7, 2016. Both JCBUX and HYLB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
JCBUX vs. HYLB - Performance Comparison
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JCBUX vs. HYLB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCBUX JPMorgan Core Bond Fund Class R6 | -0.04% | 7.55% | 2.25% | 5.85% | -12.18% | -0.95% | 8.28% | 8.59% | 0.35% | 3.88% |
HYLB Xtrackers USD High Yield Corporate Bond ETF | 0.02% | 8.74% | 8.14% | 12.03% | -10.80% | 3.94% | 5.04% | 14.06% | -1.80% | 6.00% |
Returns By Period
In the year-to-date period, JCBUX achieves a -0.04% return, which is significantly lower than HYLB's 0.02% return.
JCBUX
- 1D
- 0.58%
- 1M
- -2.10%
- YTD
- -0.04%
- 6M
- 1.00%
- 1Y
- 4.37%
- 3Y*
- 3.97%
- 5Y*
- 0.81%
- 10Y*
- 2.15%
HYLB
- 1D
- 0.84%
- 1M
- -0.65%
- YTD
- 0.02%
- 6M
- 1.21%
- 1Y
- 7.21%
- 3Y*
- 8.18%
- 5Y*
- 3.95%
- 10Y*
- —
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JCBUX vs. HYLB - Expense Ratio Comparison
JCBUX has a 0.33% expense ratio, which is higher than HYLB's 0.15% expense ratio.
Return for Risk
JCBUX vs. HYLB — Risk / Return Rank
JCBUX
HYLB
JCBUX vs. HYLB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund Class R6 (JCBUX) and Xtrackers USD High Yield Corporate Bond ETF (HYLB). 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.
| JCBUX | HYLB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.32 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.97 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.31 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.92 | +0.06 |
Martin ratioReturn relative to average drawdown | 5.66 | 10.01 | -4.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JCBUX | HYLB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.32 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.53 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.57 | +0.26 |
Correlation
The correlation between JCBUX and HYLB is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JCBUX vs. HYLB - Dividend Comparison
JCBUX's dividend yield for the trailing twelve months is around 4.21%, less than HYLB's 6.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCBUX JPMorgan Core Bond Fund Class R6 | 4.21% | 4.12% | 4.12% | 3.66% | 2.85% | 2.98% | 4.15% | 3.37% | 3.06% | 3.03% | 3.07% | 2.77% |
HYLB Xtrackers USD High Yield Corporate Bond ETF | 6.51% | 6.29% | 6.31% | 5.84% | 5.53% | 4.45% | 5.22% | 5.71% | 5.95% | 5.85% | 0.27% | 0.00% |
Drawdowns
JCBUX vs. HYLB - Drawdown Comparison
The maximum JCBUX drawdown since its inception was -16.46%, smaller than the maximum HYLB drawdown of -22.91%. Use the drawdown chart below to compare losses from any high point for JCBUX and HYLB.
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Drawdown Indicators
| JCBUX | HYLB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -22.91% | +6.45% |
Max Drawdown (1Y)Largest decline over 1 year | -2.67% | -3.88% | +1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -15.54% | -0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | — | — |
Current DrawdownCurrent decline from peak | -2.10% | -1.02% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -2.29% | -2.47% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.75% | +0.18% |
Volatility
JCBUX vs. HYLB - Volatility Comparison
The current volatility for JPMorgan Core Bond Fund Class R6 (JCBUX) is 1.66%, while Xtrackers USD High Yield Corporate Bond ETF (HYLB) has a volatility of 2.22%. This indicates that JCBUX experiences smaller price fluctuations and is considered to be less risky than HYLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCBUX | HYLB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 2.22% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 2.83% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 5.49% | -1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.65% | 7.45% | -1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 8.24% | -3.57% |