JPMB vs. JPIE
Compare and contrast key facts about JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) and JPMorgan Income ETF (JPIE).
JPMB and JPIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPMB is a passively managed fund by JPMorgan Chase that tracks the performance of the J.P. Morgan Emerging Markets Risk-Aware Bond Index. It was launched on Jan 29, 2018. 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: JPMB or JPIE.
Correlation
The correlation between JPMB and JPIE is 0.42, 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.
Performance
JPMB vs. JPIE - Performance Comparison
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Key characteristics
JPMB:
0.72
JPIE:
3.10
JPMB:
1.09
JPIE:
4.26
JPMB:
1.14
JPIE:
1.78
JPMB:
0.47
JPIE:
4.31
JPMB:
2.33
JPIE:
19.76
JPMB:
2.31%
JPIE:
0.38%
JPMB:
7.34%
JPIE:
2.42%
JPMB:
-26.33%
JPIE:
-9.96%
JPMB:
-6.52%
JPIE:
-0.11%
Returns By Period
In the year-to-date period, JPMB achieves a 2.63% return, which is significantly higher than JPIE's 2.22% return.
JPMB
2.63%
2.98%
0.24%
5.25%
2.02%
N/A
JPIE
2.22%
1.90%
3.03%
7.42%
N/A
N/A
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JPMB vs. JPIE - Expense Ratio Comparison
JPMB has a 0.39% expense ratio, which is lower than JPIE's 0.41% expense ratio.
Risk-Adjusted Performance
JPMB vs. JPIE — Risk-Adjusted Performance Rank
JPMB
JPIE
JPMB vs. JPIE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) 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
JPMB vs. JPIE - Dividend Comparison
JPMB's dividend yield for the trailing twelve months is around 7.40%, more than JPIE's 5.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF | 7.40% | 6.32% | 5.99% | 4.94% | 4.29% | 4.29% | 4.51% | 4.58% |
JPIE JPMorgan Income ETF | 5.95% | 6.11% | 5.70% | 4.49% | 0.63% | 0.00% | 0.00% | 0.00% |
Drawdowns
JPMB vs. JPIE - Drawdown Comparison
The maximum JPMB drawdown since its inception was -26.33%, which is greater than JPIE's maximum drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for JPMB and JPIE. For additional features, visit the drawdowns tool.
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Volatility
JPMB vs. JPIE - Volatility Comparison
JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) has a higher volatility of 2.07% compared to JPMorgan Income ETF (JPIE) at 0.87%. This indicates that JPMB's price experiences larger fluctuations and is considered to be riskier than JPIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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