JCPI vs. FIPDX
Compare and contrast key facts about JPMorgan Inflation Managed Bond ETF (JCPI) and Fidelity Inflation-Protected Bond Index Fund (FIPDX).
JCPI is an actively managed fund by JPMorgan. It was launched on Mar 31, 2010. FIPDX is managed by Fidelity. It was launched on May 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JCPI or FIPDX.
Correlation
The correlation between JCPI and FIPDX is 0.23, 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
JCPI vs. FIPDX - Performance Comparison
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Key characteristics
JCPI:
1.53
FIPDX:
1.00
JCPI:
2.25
FIPDX:
1.45
JCPI:
1.29
FIPDX:
1.18
JCPI:
2.39
FIPDX:
0.50
JCPI:
6.24
FIPDX:
3.06
JCPI:
1.06%
FIPDX:
1.61%
JCPI:
4.29%
FIPDX:
4.74%
JCPI:
-7.86%
FIPDX:
-14.29%
JCPI:
-1.24%
FIPDX:
-4.80%
Returns By Period
In the year-to-date period, JCPI achieves a 3.10% return, which is significantly higher than FIPDX's 2.82% return.
JCPI
3.10%
0.33%
3.32%
6.53%
2.79%
N/A
N/A
FIPDX
2.82%
0.11%
2.18%
4.70%
0.83%
1.24%
1.63%
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JCPI vs. FIPDX - Expense Ratio Comparison
JCPI has a 0.25% expense ratio, which is higher than FIPDX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JCPI vs. FIPDX — Risk-Adjusted Performance Rank
JCPI
FIPDX
JCPI vs. FIPDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Inflation Managed Bond ETF (JCPI) and Fidelity Inflation-Protected Bond Index Fund (FIPDX). 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
JCPI vs. FIPDX - Dividend Comparison
JCPI's dividend yield for the trailing twelve months is around 3.98%, more than FIPDX's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCPI JPMorgan Inflation Managed Bond ETF | 3.98% | 3.98% | 3.45% | 3.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 3.83% | 3.75% | 3.59% | 8.87% | 4.76% | 0.24% | 0.41% | 0.39% | 0.09% | 0.08% | 0.11% | 1.10% |
Drawdowns
JCPI vs. FIPDX - Drawdown Comparison
The maximum JCPI drawdown since its inception was -7.86%, smaller than the maximum FIPDX drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for JCPI and FIPDX. For additional features, visit the drawdowns tool.
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Volatility
JCPI vs. FIPDX - Volatility Comparison
JPMorgan Inflation Managed Bond ETF (JCPI) has a higher volatility of 1.51% compared to Fidelity Inflation-Protected Bond Index Fund (FIPDX) at 1.41%. This indicates that JCPI's price experiences larger fluctuations and is considered to be riskier than FIPDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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