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JPHY vs. ESHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JPHY vs. ESHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan High Yield Research Enhanced ETF (JPHY) and Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


JPHY

1D
-0.09%
1M
0.44%
YTD
2.07%
6M
2.33%
1Y
3Y*
5Y*
10Y*

ESHY

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPHY vs. ESHY - Yearly Performance Comparison


JPHY vs. ESHY - Sectors Allocation Comparison


Sectors
JPHY
ESHY

Communication Services

15.8%

-

Industrials

10.8%

-

Consumer Cyclical

8.9%

-

Energy

7.0%
100.0%

Healthcare

5.1%

-

Technology

4.8%

-

Basic Materials

3.6%

-

Real Estate

3.0%

-

Utilities

2.8%

-

Consumer Defensive

2.4%

-

Financial Services

1.8%

-

Communication Services

JPHY
15.8%
ESHY

-

Industrials

JPHY
10.8%
ESHY

-

Consumer Cyclical

JPHY
8.9%
ESHY

-

Energy

JPHY
7.0%
ESHY
100.0%

Healthcare

JPHY
5.1%
ESHY

-

Technology

JPHY
4.8%
ESHY

-

Basic Materials

JPHY
3.6%
ESHY

-

Real Estate

JPHY
3.0%
ESHY

-

Utilities

JPHY
2.8%
ESHY

-

Consumer Defensive

JPHY
2.4%
ESHY

-

Financial Services

JPHY
1.8%
ESHY

-

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Return for Risk

JPHY vs. ESHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan High Yield Research Enhanced ETF (JPHY) and Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

JPHY vs. ESHY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


JPHYESHYDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.17

Drawdowns

JPHY vs. ESHY - Drawdown Comparison

The maximum JPHY drawdown since its inception was -1.65%, which is greater than ESHY's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for JPHY and ESHY.


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Drawdown Indicators


JPHYESHYDifference

Max Drawdown

Largest peak-to-trough decline

-1.65%

0.00%

-1.65%

Current Drawdown

Current decline from peak

-0.09%

0.00%

-0.09%

Average Drawdown

Average peak-to-trough decline

-0.21%

0.00%

-0.21%

Volatility

JPHY vs. ESHY - Volatility Comparison


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Volatility by Period


JPHYESHYDifference

Volatility (1Y)

Calculated over the trailing 1-year period

3.04%

0.00%

+3.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.04%

0.00%

+3.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.04%

0.00%

+3.04%

JPHY vs. ESHY - Expense Ratio Comparison

JPHY has a 0.24% expense ratio, which is higher than ESHY's 0.20% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

JPHY vs. ESHY - Dividend Comparison

JPHY's dividend yield for the trailing twelve months is around 5.92%, while ESHY has not paid dividends to shareholders.


Frequently Asked Questions


On fees, ESHY is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ESHY is cheaper with a 0.20% expense ratio, compared with 0.24% for JPHY.

JPHY has the higher dividend yield at 5.92%, compared with 0.00% for ESHY.

They also come from different issuers: JPMorgan and Deutsche Bank. Their fees differ too: 0.24% for JPHY and 0.20% for ESHY.

Portfolio Optimizer

Find the right allocation for JPHY and ESHY

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