JMOM vs. BIBL

Last updated Jun 3, 2026

JMOM (JPMorgan U.S. Momentum Factor ETF) and BIBL (Inspire 100 ETF) are both exchange-traded funds - JMOM is a Momentum fund tracking the JP Morgan US Momentum Factor Index, while BIBL is a Large Cap Growth Equities fund tracking the Inspire 100 Index. Both are passively managed. Over the past 5 years, JMOM returned 16.54%/yr vs 10.20%/yr for BIBL. Their correlation of 0.86 suggests significant overlap in exposure. JMOM charges 0.12%/yr vs 0.35%/yr for BIBL.

Performance

JMOM vs. BIBL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan U.S. Momentum Factor ETF (JMOM) and Inspire 100 ETF (BIBL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with JMOM having a 22.99% return and BIBL slightly higher at 23.32%.

JMOM

• 1D: 1.09%
• 1M: 9.44%
• YTD: 22.99%
• 6M: 22.95%
• 1Y: 37.89%
• 3Y*: 28.44%
• 5Y*: 16.54%
• 10Y*: —

BIBL

• 1D: 1.99%
• 1M: 4.57%
• YTD: 23.32%
• 6M: 23.29%
• 1Y: 40.78%
• 3Y*: 22.03%
• 5Y*: 10.20%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JMOM vs. BIBL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JMOM JPMorgan U.S. Momentum Factor ETF	22.99%	18.02%	28.47%	22.89%	-20.83%	25.03%	29.25%	28.24%	-5.25%	3.32%
BIBL Inspire 100 ETF	23.32%	17.27%	12.49%	17.87%	-23.26%	27.44%	22.62%	29.68%	-7.64%	4.21%

Correlation

The correlation between JMOM and BIBL is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.89
Correlation (5Y) Calculated over the trailing 5-year period	0.92
Correlation (All Time) Calculated using the full available price history since Nov 10, 2017	0.86

The correlation between JMOM and BIBL has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.

JMOM vs. BIBL - Sectors Allocation Comparison

Sectors	JMOM	BIBL
Technology	38.1%	30.1%
Industrials	12.8%	26.8%
Financial Services	9.6%	8.3%
Healthcare	8.7%	4.3%
Communication Services	8.3%	-
Consumer Cyclical	6.9%	0.3%
Consumer Defensive	5.7%	0.5%
Energy	3.8%	6.9%
Real Estate	2.5%	14.7%
Utilities	2.3%	3.5%
Basic Materials	1.3%	4.2%

Return for Risk

JMOM vs. BIBL — Risk / Return Rank

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

JMOM

JMOM Risk / Return Rank: 83
JMOM Sharpe Ratio Rank: 81
JMOM Sortino Ratio Rank: 80
JMOM Omega Ratio Rank: 77
JMOM Calmar Ratio Rank: 86
JMOM Martin Ratio Rank: 92

BIBL

BIBL Risk / Return Rank: 82
BIBL Sharpe Ratio Rank: 80
BIBL Sortino Ratio Rank: 78
BIBL Omega Ratio Rank: 76
BIBL Calmar Ratio Rank: 84
BIBL Martin Ratio Rank: 89

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.

JMOM vs. BIBL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Momentum Factor ETF (JMOM) and Inspire 100 ETF (BIBL). 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.

	JMOM	BIBL	Difference
Sharpe ratio Return per unit of total volatility	2.66	2.65	+0.01
Sortino ratio Return per unit of downside risk	3.63	3.56	+0.08
Omega ratio Gain probability vs. loss probability	1.46	1.46	0.00
Calmar ratio Return relative to maximum drawdown	4.92	4.65	+0.27
Martin ratio Return relative to average drawdown	23.34	20.17	+3.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JMOM vs. BIBL - Sharpe Ratio Comparison

The current JMOM Sharpe Ratio is 2.66, which is comparable to the BIBL Sharpe Ratio of 2.65. The chart below compares the historical Sharpe Ratios of JMOM and BIBL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	JMOM	BIBL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.66	2.65	+0.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.89	0.52	+0.37
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	0.62	+0.20

Drawdowns

JMOM vs. BIBL - Drawdown Comparison

The maximum JMOM drawdown since its inception was -34.31%, smaller than the maximum BIBL drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for JMOM and BIBL.

Drawdown Indicators

	JMOM	BIBL	Difference
Max Drawdown Largest peak-to-trough decline	-34.31%	-36.12%	+1.81%
Max Drawdown (1Y) Largest decline over 1 year	-7.87%	-8.94%	+1.07%
Max Drawdown (3Y) Largest decline over 3 years	-19.51%	-20.60%	+1.09%
Max Drawdown (5Y) Largest decline over 5 years	-28.26%	-30.85%	+2.59%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-6.32%	-7.04%	+0.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.66%	2.06%	-0.40%

Volatility

JMOM vs. BIBL - Volatility Comparison

JPMorgan U.S. Momentum Factor ETF (JMOM) and Inspire 100 ETF (BIBL) have volatilities of 4.61% and 4.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JMOM	BIBL	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.61%	4.70%	-0.09%
Volatility (6M) Calculated over the trailing 6-month period	11.58%	12.66%	-1.08%
Volatility (1Y) Calculated over the trailing 1-year period	14.32%	15.48%	-1.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.66%	19.59%	-0.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.13%	21.08%	-0.95%

JMOM vs. BIBL - Expense Ratio Comparison

JMOM has a 0.12% expense ratio, which is lower than BIBL's 0.35% expense ratio.

Dividends

JMOM vs. BIBL - Dividend Comparison

JMOM's dividend yield for the trailing twelve months is around 0.71%, less than BIBL's 0.96% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BIBL Inspire 100 ETF	0.96%	1.01%	0.92%	1.02%	0.98%	17.87%	1.67%	1.30%	1.49%	0.31%
JMOM JPMorgan U.S. Momentum Factor ETF	0.71%	0.86%	0.75%	1.21%	1.39%	0.64%	0.85%	1.11%	1.38%	0.29%

Frequently Asked Questions

Can I hold both JMOM and BIBL in my portfolio?

JMOM and BIBL have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JMOM or BIBL?

BIBL has higher volatility (4.70%) compared to JMOM (4.61%). In terms of maximum drawdown, JMOM dropped -34.31% vs BIBL's -36.12%.

Which ETF is better, JMOM or BIBL?

On 5-year performance, JMOM leads with 16.54% vs 10.20% for BIBL. On fees, JMOM is cheaper at 0.12% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JMOM or BIBL?

Over the 5-year period, JMOM has performed better with a 16.54% return vs 10.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JMOM or BIBL?

JMOM is cheaper with a 0.12% expense ratio, compared with 0.35% for BIBL.

Which ETF pays a higher dividend yield, JMOM or BIBL?

BIBL has the higher dividend yield at 0.96%, compared with 0.71% for JMOM.

What is the main difference between JMOM and BIBL?

JMOM is categorized as Momentum, while BIBL is Large Cap Growth Equities. JMOM tracks JP Morgan US Momentum Factor Index, while BIBL tracks Inspire 100 Index. They also come from different issuers: JPMorgan and Inspire. Their fees differ too: 0.12% for JMOM and 0.35% for BIBL.

Which has better risk-adjusted returns?

JMOM currently has the higher Sharpe Ratio (2.66 vs 2.65), 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.