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FIAX vs. JFLX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FIAX vs. JFLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nicholas Fixed Income Alternative ETF (FIAX) and JPMorgan Flexible Debt ETF (JFLX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FIAX achieves a 1.25% return, which is significantly lower than JFLX's 1.82% return.


FIAX

1D
0.03%
1M
0.35%
YTD
1.25%
6M
1.33%
1Y
4.57%
3Y*
3.47%
5Y*
10Y*

JFLX

1D
-0.06%
1M
0.73%
YTD
1.82%
6M
2.07%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FIAX vs. JFLX - Yearly Performance Comparison


2026 (YTD)2025
FIAX
Nicholas Fixed Income Alternative ETF
1.25%1.80%
JFLX
JPMorgan Flexible Debt ETF
1.82%1.26%

Correlation

The correlation between FIAX and JFLX is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 30, 2025

0.51

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Return for Risk

FIAX vs. JFLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIAX
FIAX Risk / Return Rank: 3535
Overall Rank
FIAX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
FIAX Sortino Ratio Rank: 3131
Sortino Ratio Rank
FIAX Omega Ratio Rank: 3131
Omega Ratio Rank
FIAX Calmar Ratio Rank: 3939
Calmar Ratio Rank
FIAX Martin Ratio Rank: 4444
Martin Ratio Rank

JFLX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIAX vs. JFLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nicholas Fixed Income Alternative ETF (FIAX) and JPMorgan Flexible Debt ETF (JFLX). 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.


FIAXJFLXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.20

Calmar ratioReturn relative to maximum drawdown

1.91

Martin ratioReturn relative to average drawdown

6.98

FIAX vs. JFLX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FIAXJFLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.81

1.79

-0.99

Drawdowns

FIAX vs. JFLX - Drawdown Comparison

The maximum FIAX drawdown since its inception was -6.26%, which is greater than JFLX's maximum drawdown of -2.36%. Use the drawdown chart below to compare losses from any high point for FIAX and JFLX.


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Drawdown Indicators


FIAXJFLXDifference

Max Drawdown

Largest peak-to-trough decline

-6.26%

-2.36%

-3.90%

Max Drawdown (1Y)

Largest decline over 1 year

-2.40%

Max Drawdown (3Y)

Largest decline over 3 years

-6.26%

Current Drawdown

Current decline from peak

-0.30%

-0.14%

-0.16%

Average Drawdown

Average peak-to-trough decline

-0.85%

-0.40%

-0.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

Volatility

FIAX vs. JFLX - Volatility Comparison


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Volatility by Period


FIAXJFLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.42%

Volatility (6M)

Calculated over the trailing 6-month period

3.40%

Volatility (1Y)

Calculated over the trailing 1-year period

4.14%

2.59%

+1.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.04%

2.59%

+1.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.04%

2.59%

+1.45%

FIAX vs. JFLX - Expense Ratio Comparison

FIAX has a 1.04% expense ratio, which is higher than JFLX's 0.45% expense ratio.


Dividends

FIAX vs. JFLX - Dividend Comparison

FIAX's dividend yield for the trailing twelve months is around 8.19%, more than JFLX's 3.28% yield.


PositionTTM202520242023
FIAX
Nicholas Fixed Income Alternative ETF
8.19%8.17%8.11%4.81%
JFLX
JPMorgan Flexible Debt ETF
3.28%1.27%0.00%0.00%

Frequently Asked Questions


FIAX and JFLX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JFLX is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JFLX is cheaper with a 0.45% expense ratio, compared with 1.04% for FIAX.

FIAX has the higher dividend yield at 8.19%, compared with 3.28% for JFLX.

They also come from different issuers: Nicholas and JPMorgan. Their fees differ too: 1.04% for FIAX and 0.45% for JFLX.

Portfolio Optimizer

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