JPST vs. STPZ
Compare and contrast key facts about JPMorgan Ultra-Short Income ETF (JPST) and PIMCO 1-5 Year US TIPS Index ETF (STPZ).
JPST and STPZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPST is an actively managed fund by JPMorgan. It was launched on May 17, 2017. STPZ is a passively managed fund by PIMCO that tracks the performance of the ICE BofA US Inflation-Linked Treasury (1-5 Y). It was launched on Aug 20, 2009.
Performance
JPST vs. STPZ - Performance Comparison
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JPST vs. STPZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPST JPMorgan Ultra-Short Income ETF | 0.71% | 4.99% | 5.58% | 5.13% | 1.14% | 0.11% | 2.18% | 3.34% | 2.23% | 1.00% |
STPZ PIMCO 1-5 Year US TIPS Index ETF | 0.83% | 6.40% | 4.30% | 4.28% | -4.49% | 5.64% | 5.44% | 4.83% | 0.04% | 0.01% |
Returns By Period
In the year-to-date period, JPST achieves a 0.71% return, which is significantly lower than STPZ's 0.83% return.
JPST
- 1D
- 0.08%
- 1M
- 0.03%
- YTD
- 0.71%
- 6M
- 1.89%
- 1Y
- 4.41%
- 3Y*
- 5.12%
- 5Y*
- 3.50%
- 10Y*
- —
STPZ
- 1D
- 0.07%
- 1M
- -0.12%
- YTD
- 0.83%
- 6M
- 1.08%
- 1Y
- 3.83%
- 3Y*
- 4.47%
- 5Y*
- 3.05%
- 10Y*
- 2.82%
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JPST vs. STPZ - Expense Ratio Comparison
JPST has a 0.18% expense ratio, which is lower than STPZ's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
JPST vs. STPZ — Risk / Return Rank
JPST
STPZ
JPST vs. STPZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Ultra-Short Income ETF (JPST) and PIMCO 1-5 Year US TIPS Index ETF (STPZ). 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.
| JPST | STPZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 7.27 | 1.61 | +5.65 |
Sortino ratioReturn per unit of downside risk | 13.92 | 2.30 | +11.62 |
Omega ratioGain probability vs. loss probability | 3.41 | 1.33 | +2.09 |
Calmar ratioReturn relative to maximum drawdown | 14.93 | 2.92 | +12.01 |
Martin ratioReturn relative to average drawdown | 94.51 | 8.71 | +85.80 |
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
| JPST | STPZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 7.27 | 1.61 | +5.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 6.16 | 0.93 | +5.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.95 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.16 | 0.89 | +2.27 |
Correlation
The correlation between JPST and STPZ is 0.32, 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
JPST vs. STPZ - Dividend Comparison
JPST's dividend yield for the trailing twelve months is around 4.36%, more than STPZ's 3.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPST JPMorgan Ultra-Short Income ETF | 4.36% | 4.43% | 5.16% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% | 0.00% | 0.00% |
STPZ PIMCO 1-5 Year US TIPS Index ETF | 3.59% | 3.65% | 1.97% | 1.63% | 5.88% | 3.65% | 1.86% | 1.76% | 2.23% | 1.51% | 0.65% | 0.49% |
Drawdowns
JPST vs. STPZ - Drawdown Comparison
The maximum JPST drawdown since its inception was -3.28%, smaller than the maximum STPZ drawdown of -6.77%. Use the drawdown chart below to compare losses from any high point for JPST and STPZ.
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Drawdown Indicators
| JPST | STPZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.28% | -6.77% | +3.49% |
Max Drawdown (1Y)Largest decline over 1 year | -0.30% | -1.35% | +1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -0.79% | -6.70% | +5.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -6.77% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.37% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -0.08% | -1.32% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | 0.45% | -0.40% |
Volatility
JPST vs. STPZ - Volatility Comparison
The current volatility for JPMorgan Ultra-Short Income ETF (JPST) is 0.22%, while PIMCO 1-5 Year US TIPS Index ETF (STPZ) has a volatility of 0.72%. This indicates that JPST experiences smaller price fluctuations and is considered to be less risky than STPZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPST | STPZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.22% | 0.72% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 0.35% | 1.21% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.61% | 2.38% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.57% | 3.30% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.94% | 2.98% | -2.04% |