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JCPI vs. IGSB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JCPI vs. IGSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Inflation Managed Bond ETF (JCPI) and iShares Short-Term Corporate Bond ETF (IGSB). The values are adjusted to include any dividend payments, if applicable.

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JCPI vs. IGSB - Yearly Performance Comparison


2026 (YTD)2025202420232022
JCPI
JPMorgan Inflation Managed Bond ETF
0.36%7.10%4.70%5.04%-5.53%
IGSB
iShares Short-Term Corporate Bond ETF
0.24%6.96%4.97%6.40%-1.13%

Returns By Period

In the year-to-date period, JCPI achieves a 0.36% return, which is significantly higher than IGSB's 0.24% return.


JCPI

1D
-0.33%
1M
-0.83%
YTD
0.36%
6M
0.10%
1Y
3.67%
3Y*
4.41%
5Y*
10Y*

IGSB

1D
0.10%
1M
-0.58%
YTD
0.24%
6M
1.28%
1Y
5.00%
3Y*
5.52%
5Y*
2.47%
10Y*
2.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JCPI vs. IGSB - Expense Ratio Comparison

JCPI has a 0.25% expense ratio, which is higher than IGSB's 0.06% 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%.


Return for Risk

JCPI vs. IGSB — Risk / Return Rank

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

JCPI
JCPI Risk / Return Rank: 5151
Overall Rank
JCPI Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
JCPI Sortino Ratio Rank: 5151
Sortino Ratio Rank
JCPI Omega Ratio Rank: 4646
Omega Ratio Rank
JCPI Calmar Ratio Rank: 5151
Calmar Ratio Rank
JCPI Martin Ratio Rank: 5252
Martin Ratio Rank

IGSB
IGSB Risk / Return Rank: 9494
Overall Rank
IGSB Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
IGSB Sortino Ratio Rank: 9595
Sortino Ratio Rank
IGSB Omega Ratio Rank: 9494
Omega Ratio Rank
IGSB Calmar Ratio Rank: 9292
Calmar Ratio Rank
IGSB Martin Ratio Rank: 9393
Martin Ratio Rank
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.

JCPI vs. IGSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Inflation Managed Bond ETF (JCPI) and iShares Short-Term Corporate Bond ETF (IGSB). 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.


JCPIIGSBDifference

Sharpe ratio

Return per unit of total volatility

0.99

2.19

-1.20

Sortino ratio

Return per unit of downside risk

1.43

3.24

-1.81

Omega ratio

Gain probability vs. loss probability

1.19

1.45

-0.27

Calmar ratio

Return relative to maximum drawdown

1.39

3.49

-2.11

Martin ratio

Return relative to average drawdown

5.40

14.27

-8.87

JCPI vs. IGSB - Sharpe Ratio Comparison

The current JCPI Sharpe Ratio is 0.99, which is lower than the IGSB Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of JCPI and IGSB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


JCPIIGSBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

2.19

-1.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.85

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.70

-0.08

Correlation

The correlation between JCPI and IGSB is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

JCPI vs. IGSB - Dividend Comparison

JCPI's dividend yield for the trailing twelve months is around 3.65%, less than IGSB's 4.55% yield.


TTM20252024202320222021202020192018201720162015
JCPI
JPMorgan Inflation Managed Bond ETF
3.65%3.93%3.98%3.45%3.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IGSB
iShares Short-Term Corporate Bond ETF
4.55%4.44%4.02%3.26%2.07%1.82%2.36%3.06%2.46%1.65%1.45%1.18%

Drawdowns

JCPI vs. IGSB - Drawdown Comparison

The maximum JCPI drawdown since its inception was -7.85%, smaller than the maximum IGSB drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for JCPI and IGSB.


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Drawdown Indicators


JCPIIGSBDifference

Max Drawdown

Largest peak-to-trough decline

-7.85%

-13.38%

+5.53%

Max Drawdown (1Y)

Largest decline over 1 year

-2.77%

-1.46%

-1.31%

Max Drawdown (5Y)

Largest decline over 5 years

-9.46%

Max Drawdown (10Y)

Largest decline over 10 years

-13.38%

Current Drawdown

Current decline from peak

-1.13%

-0.79%

-0.34%

Average Drawdown

Average peak-to-trough decline

-1.93%

-0.85%

-1.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.71%

0.36%

+0.35%

Volatility

JCPI vs. IGSB - Volatility Comparison

JPMorgan Inflation Managed Bond ETF (JCPI) has a higher volatility of 1.17% compared to iShares Short-Term Corporate Bond ETF (IGSB) at 0.97%. This indicates that JCPI's price experiences larger fluctuations and is considered to be riskier than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JCPIIGSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.17%

0.97%

+0.20%

Volatility (6M)

Calculated over the trailing 6-month period

1.96%

1.32%

+0.64%

Volatility (1Y)

Calculated over the trailing 1-year period

3.73%

2.29%

+1.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.55%

2.91%

+1.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.55%

3.46%

+1.09%