XAGG vs. JPIE
Compare and contrast key facts about Eaton Vance Income Opportunities ETF (XAGG) and JPMorgan Income ETF (JPIE).
XAGG and JPIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XAGG is an actively managed fund by Eaton Vance. It was launched on Nov 10, 2025. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021.
Performance
XAGG vs. JPIE - Performance Comparison
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XAGG vs. JPIE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XAGG Eaton Vance Income Opportunities ETF | 0.37% | 1.61% |
JPIE JPMorgan Income ETF | 0.51% | 1.05% |
Returns By Period
In the year-to-date period, XAGG achieves a 0.37% return, which is significantly lower than JPIE's 0.51% return.
XAGG
- 1D
- 0.22%
- 1M
- -1.75%
- YTD
- 0.37%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JPIE
- 1D
- 0.10%
- 1M
- -0.44%
- YTD
- 0.51%
- 6M
- 2.07%
- 1Y
- 5.77%
- 3Y*
- 6.27%
- 5Y*
- —
- 10Y*
- —
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XAGG vs. JPIE - Expense Ratio Comparison
XAGG has a 0.50% expense ratio, which is higher than JPIE's 0.41% expense ratio.
Return for Risk
XAGG vs. JPIE — Risk / Return Rank
XAGG
JPIE
XAGG vs. JPIE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Income Opportunities ETF (XAGG) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| XAGG | JPIE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.55 | 0.95 | +0.60 |
Correlation
The correlation between XAGG and JPIE is 0.53, 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
XAGG vs. JPIE - Dividend Comparison
XAGG's dividend yield for the trailing twelve months is around 2.71%, less than JPIE's 5.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XAGG Eaton Vance Income Opportunities ETF | 2.71% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% |
JPIE JPMorgan Income ETF | 5.65% | 5.65% | 6.11% | 5.70% | 4.49% | 0.63% |
Drawdowns
XAGG vs. JPIE - Drawdown Comparison
The maximum XAGG drawdown since its inception was -2.88%, smaller than the maximum JPIE drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for XAGG and JPIE.
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Drawdown Indicators
| XAGG | JPIE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.88% | -9.96% | +7.08% |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.72% | — |
Current DrawdownCurrent decline from peak | -2.00% | -0.53% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -0.47% | -2.17% | +1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.31% | — |
Volatility
XAGG vs. JPIE - Volatility Comparison
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Volatility by Period
| XAGG | JPIE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.87% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.09% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.41% | 2.11% | +1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.41% | 3.57% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.41% | 3.57% | -0.16% |