JPIB vs. PIMIX
Compare and contrast key facts about JPMorgan International Bond Opportunities ETF (JPIB) and PIMCO Income Fund Institutional Class (PIMIX).
JPIB is an actively managed fund by JPMorgan. It was launched on Apr 5, 2017. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
JPIB vs. PIMIX - Performance Comparison
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JPIB vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPIB JPMorgan International Bond Opportunities ETF | -1.04% | 8.19% | 3.48% | 8.68% | -6.38% | 0.14% | 7.14% | 10.76% | -2.17% | 2.61% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 3.22% |
Returns By Period
In the year-to-date period, JPIB achieves a -1.04% return, which is significantly higher than PIMIX's -1.36% return.
JPIB
- 1D
- 0.78%
- 1M
- -2.80%
- YTD
- -1.04%
- 6M
- -0.01%
- 1Y
- 4.84%
- 3Y*
- 5.16%
- 5Y*
- 2.59%
- 10Y*
- —
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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JPIB vs. PIMIX - Expense Ratio Comparison
JPIB has a 0.50% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Return for Risk
JPIB vs. PIMIX — Risk / Return Rank
JPIB
PIMIX
JPIB vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Bond Opportunities ETF (JPIB) and PIMCO Income Fund Institutional Class (PIMIX). 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.
| JPIB | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.56 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.82 | 2.25 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.87 | -0.60 |
Martin ratioReturn relative to average drawdown | 5.87 | 7.56 | -1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPIB | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.56 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.72 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 1.56 | -0.77 |
Correlation
The correlation between JPIB and PIMIX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JPIB vs. PIMIX - Dividend Comparison
JPIB's dividend yield for the trailing twelve months is around 4.96%, less than PIMIX's 5.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPIB JPMorgan International Bond Opportunities ETF | 4.96% | 4.85% | 4.57% | 4.35% | 3.10% | 2.59% | 3.14% | 4.66% | 5.83% | 1.81% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
JPIB vs. PIMIX - Drawdown Comparison
The maximum JPIB drawdown since its inception was -13.13%, roughly equal to the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for JPIB and PIMIX.
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Drawdown Indicators
| JPIB | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.13% | -13.39% | +0.26% |
Max Drawdown (1Y)Largest decline over 1 year | -3.75% | -3.69% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -11.83% | -13.34% | +1.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.39% | — |
Current DrawdownCurrent decline from peak | -2.86% | -3.24% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -1.94% | -1.69% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.92% | -0.10% |
Volatility
JPIB vs. PIMIX - Volatility Comparison
JPMorgan International Bond Opportunities ETF (JPIB) has a higher volatility of 2.21% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.88%. This indicates that JPIB's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPIB | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.21% | 1.88% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 2.64% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.60% | 4.28% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.08% | 4.75% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.45% | 4.20% | +0.25% |