RIGS vs. JPIE
Compare and contrast key facts about RiverFront Strategic Income Fund (RIGS) and JPMorgan Income ETF (JPIE).
RIGS and JPIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RIGS is an actively managed fund by SS&C. It was launched on Oct 9, 2013. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021.
Performance
RIGS vs. JPIE - Performance Comparison
Loading graphics...
RIGS vs. JPIE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RIGS RiverFront Strategic Income Fund | 0.28% | 4.63% | 4.45% | 6.07% | -5.72% | 0.27% |
JPIE JPMorgan Income ETF | 0.51% | 7.39% | 6.32% | 7.07% | -6.13% | 0.30% |
Returns By Period
In the year-to-date period, RIGS achieves a 0.28% return, which is significantly lower than JPIE's 0.51% return.
RIGS
- 1D
- -0.01%
- 1M
- -0.27%
- YTD
- 0.28%
- 6M
- 2.52%
- 1Y
- 3.77%
- 3Y*
- 4.32%
- 5Y*
- 2.17%
- 10Y*
- 3.30%
JPIE
- 1D
- 0.10%
- 1M
- -0.44%
- YTD
- 0.51%
- 6M
- 2.07%
- 1Y
- 5.77%
- 3Y*
- 6.27%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RIGS vs. JPIE - Expense Ratio Comparison
RIGS has a 0.48% expense ratio, which is higher than JPIE's 0.41% expense ratio.
Return for Risk
RIGS vs. JPIE — Risk / Return Rank
RIGS
JPIE
RIGS vs. JPIE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Strategic Income Fund (RIGS) 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.
| RIGS | JPIE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 2.74 | -2.37 |
Sortino ratioReturn per unit of downside risk | 0.60 | 3.66 | -3.06 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.69 | -0.61 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 3.41 | -2.67 |
Martin ratioReturn relative to average drawdown | 1.87 | 18.78 | -16.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RIGS | JPIE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 2.74 | -2.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.95 | -0.49 |
Correlation
The correlation between RIGS and JPIE is 0.51, 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
RIGS vs. JPIE - Dividend Comparison
RIGS's dividend yield for the trailing twelve months is around 4.84%, less than JPIE's 5.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIGS RiverFront Strategic Income Fund | 4.84% | 4.84% | 4.49% | 3.48% | 2.71% | 2.47% | 3.77% | 3.87% | 4.54% | 4.45% | 4.46% | 3.61% |
JPIE JPMorgan Income ETF | 5.65% | 5.65% | 6.11% | 5.70% | 4.49% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RIGS vs. JPIE - Drawdown Comparison
The maximum RIGS drawdown since its inception was -15.31%, which is greater than JPIE's maximum drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for RIGS and JPIE.
Loading graphics...
Drawdown Indicators
| RIGS | JPIE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.31% | -9.96% | -5.35% |
Max Drawdown (1Y)Largest decline over 1 year | -5.18% | -1.72% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -9.03% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -15.31% | — | — |
Current DrawdownCurrent decline from peak | -2.15% | -0.53% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -1.60% | -2.17% | +0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 0.31% | +1.74% |
Volatility
RIGS vs. JPIE - Volatility Comparison
RiverFront Strategic Income Fund (RIGS) has a higher volatility of 2.20% compared to JPMorgan Income ETF (JPIE) at 0.87%. This indicates that RIGS'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.
Loading graphics...
Volatility by Period
| RIGS | JPIE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.20% | 0.87% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 6.17% | 1.09% | +5.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.15% | 2.11% | +8.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.47% | 3.57% | +3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.74% | 3.57% | +4.17% |