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JOYT vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JOYT vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Equity And Options Total Return ETF (JOYT) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


JOYT

1D
-0.20%
1M
2.91%
YTD
5.08%
6M
7.03%
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JOYT vs. IPDP - Yearly Performance Comparison


JOYT vs. IPDP - Sectors Allocation Comparison


Sectors
JOYT
IPDP

Technology

35.9%
13.1%

Financial Services

11.6%
18.6%

Communication Services

10.3%

-

Consumer Cyclical

9.7%
3.6%

Healthcare

8.2%
13.6%

Industrials

6.2%
45.1%

Consumer Defensive

4.6%
3.9%

Energy

3.6%

-

Utilities

3.1%

-

Real Estate

1.6%

-

Basic Materials

0.8%
1.5%

Technology

JOYT
35.9%
IPDP
13.1%

Financial Services

JOYT
11.6%
IPDP
18.6%

Communication Services

JOYT
10.3%
IPDP

-

Consumer Cyclical

JOYT
9.7%
IPDP
3.6%

Healthcare

JOYT
8.2%
IPDP
13.6%

Industrials

JOYT
6.2%
IPDP
45.1%

Consumer Defensive

JOYT
4.6%
IPDP
3.9%

Energy

JOYT
3.6%
IPDP

-

Utilities

JOYT
3.1%
IPDP

-

Real Estate

JOYT
1.6%
IPDP

-

Basic Materials

JOYT
0.8%
IPDP
1.5%

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Return for Risk

JOYT vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity And Options Total Return ETF (JOYT) and Dividend Performers ETF (IPDP). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

JOYT vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


JOYTIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.10

Drawdowns

JOYT vs. IPDP - Drawdown Comparison

The maximum JOYT drawdown since its inception was -6.99%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for JOYT and IPDP.


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Drawdown Indicators


JOYTIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-6.99%

0.00%

-6.99%

Current Drawdown

Current decline from peak

-0.20%

0.00%

-0.20%

Average Drawdown

Average peak-to-trough decline

-0.87%

0.00%

-0.87%

Volatility

JOYT vs. IPDP - Volatility Comparison


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Volatility by Period


JOYTIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

9.39%

0.00%

+9.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.39%

0.00%

+9.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.39%

0.00%

+9.39%

JOYT vs. IPDP - Expense Ratio Comparison

JOYT has a 0.35% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

JOYT vs. IPDP - Dividend Comparison

JOYT's dividend yield for the trailing twelve months is around 0.45%, while IPDP has not paid dividends to shareholders.


Frequently Asked Questions


On fees, JOYT is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JOYT is cheaper with a 0.35% expense ratio, compared with 1.52% for IPDP.

JOYT has the higher dividend yield at 0.45%, compared with 0.00% for IPDP.

They also come from different issuers: JPMorgan and Innovative Portfolios. Their fees differ too: 0.35% for JOYT and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for JOYT and IPDP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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