AIRR vs JPIE

Comparison between FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR, ETF) and JPMORGAN INCOME ETF (JPIE, ETF).

5-Year PerformanceAIRR has outperformed JPIE, delivering a return of +25.0% compared to +3.5%

AIRR vs JPIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIRR(ETF)	JPIE(ETF)
Net Assets	$8.40B	$8.40B
Expense Ratio	0.69%	0.39%
Max Drawdown	42.37%	13.36%
Sharpe Ratio	2.31	1.65
5Y Beta	1.24	0.04
P/E Ratio	38.25	N/A
Forward P/E	24.88	N/A
5Y Dividends CAGR	45.34%	N/A
5Y EPS CAGR	21.88%	N/A
Debt to Equity	38.32%	N/A
P/S Ratio	2.29	N/A
P/B Ratio	4.18	N/A

Net Assets

AIRR

$8.40B

JPIE

$8.40B

Expense Ratio

AIRR

0.69%

Winner

JPIE

0.39%

Max Drawdown

AIRR

42.37%

Winner

JPIE

13.36%

Sharpe Ratio

Winner

AIRR

2.31

JPIE

1.65

5Y Beta

AIRR

1.24

Winner

JPIE

0.04

P/E Ratio

AIRR

38.25

JPIE

N/A

Forward P/E

AIRR

24.88

JPIE

N/A

5Y Dividends CAGR

AIRR

45.34%

JPIE

N/A

5Y EPS CAGR

AIRR

21.88%

JPIE

N/A

Debt to Equity

AIRR

38.32%

JPIE

N/A

P/S Ratio

AIRR

2.29

JPIE

N/A

P/B Ratio

AIRR

4.18

JPIE

N/A

AIRR vs JPIE - Historical Returns

Returns include dividend reinvestment.

Period	AIRR	JPIE
1 month	+8.78%	+0.45%
3 months	+8.17%	+0.63%
6 months	+33.40%	+2.42%
1 year	+76.47%	+6.62%
5 years(CAGR)	+25.02%	+3.47%
10 years(CAGR)	+22.35%	N/A
Max(CAGR)	+17.04%	+3.47%

Winner

AIRR

+8.78%

JPIE

+0.45%

Winner

AIRR

+8.17%

JPIE

+0.63%

Winner

AIRR

+33.40%

JPIE

+2.42%

Winner

AIRR

+76.47%

JPIE

+6.62%

5Y(CAGR)

Winner

AIRR

+25.02%

JPIE

+3.47%

10Y(CAGR)

AIRR

+22.35%

JPIE

N/A

Max(CAGR)

Winner

AIRR

+17.04%

JPIE

+3.47%

AIRR vs JPIE - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	AIRR	JPIE
2026	+27.76%	+1.38%
2025	+28.15%	+7.34%
2024	+34.63%	+6.81%
2023	+31.64%	+6.88%
2022	-2.33%	-6.13%
2021	+35.64%	+0.30%
2020	+17.89%	N/A
2019	+33.18%	N/A
2018	-20.86%	N/A
2017	+15.55%	N/A
2016	+46.48%	N/A
2015	-8.82%	N/A
2014	-6.57%	N/A

AIRR vs JPIE Drawdown Comparison

The maximum drawdown for AIRR was -42.37%, occurring on Mar 23, 2020. Recovery took 187 trading sessions.

The maximum drawdown for JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.

The current AIRR drawdown is -1.76%.

Rank	AIRR	JPIE
#1	-42.37% Feb 13, 2020 - Nov 9, 2020	-9.97% Dec 30, 2021 - Dec 20, 2023
#2	-28.40% Apr 2, 2014 - Aug 23, 2016	-1.72% Apr 2, 2025 - Apr 25, 2025
#3	-28.06% Sep 21, 2018 - Nov 1, 2019	-1.22% Nov 8, 2021 - Dec 29, 2021
#4	-27.95% Nov 25, 2024 - Jul 24, 2025	-1.15% Feb 27, 2026 - Apr 14, 2026
#5	-24.08% Nov 16, 2021 - Jan 13, 2023	-1.13% Mar 28, 2024 - May 3, 2024
#6	-15.47% Sep 1, 2023 - Dec 13, 2023	-0.91% Oct 1, 2024 - Dec 4, 2024
#7	-14.36% Mar 3, 2023 - Jun 7, 2023	-0.83% Feb 1, 2024 - Mar 8, 2024
#8	-13.09% Feb 20, 2026 - Apr 14, 2026	-0.81% Dec 29, 2023 - Jan 12, 2024
#9	-11.06% Jan 12, 2018 - Aug 21, 2018	-0.69% Jan 12, 2024 - Jan 29, 2024
#10	-10.05% Jul 31, 2024 - Sep 19, 2024	-0.68% Dec 23, 2024 - Jan 17, 2025
#11	-9.86% May 7, 2021 - Aug 11, 2021	-0.48% Dec 9, 2024 - Dec 23, 2024
#12	-9.70% Mar 12, 2021 - May 7, 2021	-0.46% May 15, 2024 - May 31, 2024
#13	-9.45% Mar 1, 2017 - Sep 19, 2017	-0.42% Mar 8, 2024 - Mar 22, 2024
#14	-9.28% Oct 29, 2025 - Dec 10, 2025	-0.37% Jan 21, 2025 - Jan 31, 2025
#15	-9.04% May 24, 2024 - Jul 16, 2024	-0.37% Apr 17, 2026 - May 6, 2026

Correlation

Correlation between AIRR and JPIE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2014 - 2026)

AIRR vs JPIE dividend yield comparison.

Year	AIRR	JPIE
2026	0.05%	1.81%
2025	0.19%	5.65%
2024	0.18%	6.11%
2023	0.23%	5.70%
2022	0.12%	4.49%
2021	0.05%	0.63%
2020	0.10%	0.00%
2019	0.20%	0.00%
2018	0.43%	0.00%
2017	0.30%	0.00%
2016	0.08%	0.00%
2015	0.47%	0.00%
2014	0.38%	0.00%