JPIB vs. JPST
Compare and contrast key facts about JPMorgan International Bond Opportunities ETF (JPIB) and JPMorgan Ultra-Short Income ETF (JPST).
JPIB and JPST are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPIB is an actively managed fund by JPMorgan Chase. It was launched on Apr 5, 2017. 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: JPIB or JPST.
Correlation
The correlation between JPIB and JPST is 0.25, 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.
Performance
JPIB vs. JPST - Performance Comparison
Key characteristics
JPIB:
1.26
JPST:
10.89
JPIB:
1.81
JPST:
24.51
JPIB:
1.23
JPST:
5.59
JPIB:
2.24
JPST:
56.90
JPIB:
6.03
JPST:
296.42
JPIB:
0.71%
JPST:
0.02%
JPIB:
3.42%
JPST:
0.52%
JPIB:
-13.13%
JPST:
-3.28%
JPIB:
-1.09%
JPST:
-0.02%
Returns By Period
In the year-to-date period, JPIB achieves a 3.77% return, which is significantly lower than JPST's 5.43% return.
JPIB
3.77%
0.32%
3.08%
4.26%
2.52%
N/A
JPST
5.43%
0.35%
2.75%
5.57%
2.80%
N/A
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JPIB vs. JPST - Expense Ratio Comparison
JPIB has a 0.50% expense ratio, which is higher than JPST's 0.18% expense ratio.
Risk-Adjusted Performance
JPIB vs. JPST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Bond Opportunities ETF (JPIB) 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
JPIB vs. JPST - Dividend Comparison
JPIB's dividend yield for the trailing twelve months is around 4.43%, less than JPST's 5.21% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|
JPMorgan International Bond Opportunities ETF | 4.43% | 4.35% | 3.10% | 2.59% | 3.14% | 4.66% | 5.83% | 2.00% |
JPMorgan Ultra-Short Income ETF | 5.21% | 4.80% | 1.83% | 0.73% | 1.43% | 2.68% | 2.07% | 0.96% |
Drawdowns
JPIB vs. JPST - Drawdown Comparison
The maximum JPIB drawdown since its inception was -13.13%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for JPIB and JPST. For additional features, visit the drawdowns tool.
Volatility
JPIB vs. JPST - Volatility Comparison
JPMorgan International Bond Opportunities ETF (JPIB) has a higher volatility of 1.01% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.16%. This indicates that JPIB'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.