XONE vs. WOBDX

In the year-to-date period, XONE achieves a 1.59% return, which is significantly lower than WOBDX's 1.85% return.

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XONE has a 0.03% expense ratio, which is lower than WOBDX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) and JPMorgan Core Bond Fund (WOBDX). 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.

The current XONE Sharpe Ratio is 6.80, which is higher than the WOBDX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of XONE and WOBDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XONE's dividend yield for the trailing twelve months is around 4.82%, more than WOBDX's 4.02% yield.

The maximum XONE drawdown since its inception was -0.40%, smaller than the maximum WOBDX drawdown of -16.66%. Use the drawdown chart below to compare losses from any high point for XONE and WOBDX.

The current volatility for Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) is 0.22%, while JPMorgan Core Bond Fund (WOBDX) has a volatility of 1.48%. This indicates that XONE experiences smaller price fluctuations and is considered to be less risky than WOBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.