JPMB vs. JPM
Compare and contrast key facts about JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) and JPMorgan Chase & Co. (JPM).
JPMB is a passively managed fund by JPMorgan Chase that tracks the performance of the J.P. Morgan Emerging Markets Risk-Aware Bond Index. It was launched on Jan 29, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPMB or JPM.
Correlation
The correlation between JPMB and JPM is 0.44, 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
JPMB vs. JPM - Performance Comparison
Key characteristics
JPMB:
0.85
JPM:
1.04
JPMB:
1.25
JPM:
1.56
JPMB:
1.16
JPM:
1.23
JPMB:
0.49
JPM:
1.22
JPMB:
2.80
JPM:
4.27
JPMB:
2.26%
JPM:
6.96%
JPMB:
7.46%
JPM:
28.58%
JPMB:
-26.33%
JPM:
-74.02%
JPMB:
-6.65%
JPM:
-12.47%
Returns By Period
In the year-to-date period, JPMB achieves a 2.49% return, which is significantly lower than JPM's 2.76% return.
JPMB
2.49%
-0.20%
0.62%
7.34%
2.75%
N/A
JPM
2.76%
-2.38%
10.80%
28.87%
25.34%
17.76%
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Risk-Adjusted Performance
JPMB vs. JPM — Risk-Adjusted Performance Rank
JPMB
JPM
JPMB vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) and JPMorgan Chase & Co. (JPM). 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
JPMB vs. JPM - Dividend Comparison
JPMB's dividend yield for the trailing twelve months is around 7.01%, more than JPM's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF | 7.01% | 6.32% | 5.99% | 4.94% | 4.29% | 4.29% | 4.51% | 4.58% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 2.07% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
JPMB vs. JPM - Drawdown Comparison
The maximum JPMB drawdown since its inception was -26.33%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for JPMB and JPM. For additional features, visit the drawdowns tool.
Volatility
JPMB vs. JPM - Volatility Comparison
The current volatility for JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) is 4.52%, while JPMorgan Chase & Co. (JPM) has a volatility of 15.62%. This indicates that JPMB experiences smaller price fluctuations and is considered to be less risky than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.