JCPB vs. JPIE
Compare and contrast key facts about JPMorgan Core Plus Bond ETF (JCPB) and JPMorgan Income ETF (JPIE).
JCPB and JPIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JCPB is an actively managed fund by JPMorgan Chase. It was launched on Jan 28, 2019. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JCPB or JPIE.
Correlation
The correlation between JCPB and JPIE is 0.21, 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
JCPB vs. JPIE - Performance Comparison
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Key characteristics
JCPB:
1.20
JPIE:
3.04
JCPB:
1.73
JPIE:
4.17
JCPB:
1.21
JPIE:
1.76
JCPB:
0.71
JPIE:
4.22
JCPB:
3.23
JPIE:
19.32
JCPB:
1.90%
JPIE:
0.38%
JCPB:
5.17%
JPIE:
2.41%
JCPB:
-16.67%
JPIE:
-9.96%
JCPB:
-2.48%
JPIE:
-0.22%
Returns By Period
The year-to-date returns for both stocks are quite close, with JCPB having a 2.22% return and JPIE slightly lower at 2.11%.
JCPB
2.22%
0.33%
1.37%
6.15%
0.53%
N/A
JPIE
2.11%
0.86%
2.87%
7.28%
N/A
N/A
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JCPB vs. JPIE - Expense Ratio Comparison
JCPB has a 0.40% expense ratio, which is lower than JPIE's 0.41% expense ratio.
Risk-Adjusted Performance
JCPB vs. JPIE — Risk-Adjusted Performance Rank
JCPB
JPIE
JCPB vs. JPIE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond ETF (JCPB) and JPMorgan Income ETF (JPIE). 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.
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Dividends
JCPB vs. JPIE - Dividend Comparison
JCPB's dividend yield for the trailing twelve months is around 5.11%, less than JPIE's 5.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
JCPB JPMorgan Core Plus Bond ETF | 5.11% | 5.16% | 4.32% | 3.01% | 2.19% | 2.97% | 2.61% |
JPIE JPMorgan Income ETF | 5.96% | 6.11% | 5.70% | 4.49% | 0.63% | 0.00% | 0.00% |
Drawdowns
JCPB vs. JPIE - Drawdown Comparison
The maximum JCPB drawdown since its inception was -16.67%, which is greater than JPIE's maximum drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for JCPB and JPIE. For additional features, visit the drawdowns tool.
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Volatility
JCPB vs. JPIE - Volatility Comparison
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