FDVV vs JPIE

Comparison between FIDELITY HIGH DIVIDEND ETF (FDVV, ETF) and JPMORGAN INCOME ETF (JPIE, ETF).

5-Year PerformanceFDVV has outperformed JPIE, delivering a return of +13.1% compared to +3.5%

FDVV vs JPIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDVV(ETF)	JPIE(ETF)
Net Assets	$8.50B	$8.40B
Expense Ratio	0.15%	0.39%
Max Drawdown	41.11%	13.36%
Sharpe Ratio	1.99	1.65
5Y Beta	0.74	0.04
P/E Ratio	20.43	N/A
Forward P/E	17.27	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	9.76%	N/A
5Y EPS CAGR	20.70%	N/A
Debt to Equity	-103.08%	N/A
P/S Ratio	2.33	N/A
P/B Ratio	3.39	N/A

Net Assets

Winner

FDVV

$8.50B

JPIE

$8.40B

Expense Ratio

Winner

FDVV

0.15%

JPIE

0.39%

Max Drawdown

FDVV

41.11%

Winner

JPIE

13.36%

Sharpe Ratio

Winner

FDVV

1.99

JPIE

1.65

5Y Beta

FDVV

0.74

Winner

JPIE

0.04

P/E Ratio

FDVV

20.43

JPIE

N/A

Forward P/E

FDVV

17.27

JPIE

N/A

PEG Ratio

FDVV

0.37

JPIE

N/A

5Y Dividends CAGR

FDVV

9.76%

JPIE

N/A

5Y EPS CAGR

FDVV

20.70%

JPIE

N/A

Debt to Equity

FDVV

-103.08%

JPIE

N/A

P/S Ratio

FDVV

2.33

JPIE

N/A

P/B Ratio

FDVV

3.39

JPIE

N/A

FDVV vs JPIE - Historical Returns

Returns include dividend reinvestment.

Period	FDVV	JPIE
1 month	+4.48%	+0.45%
3 months	+0.44%	+0.63%
6 months	+8.52%	+2.42%
1 year	+25.73%	+6.62%
5 years(CAGR)	+13.12%	+3.47%
10 years(CAGR)	+13.29%	N/A
Max(CAGR)	+13.29%	+3.47%

Winner

FDVV

+4.48%

JPIE

+0.45%

FDVV

+0.44%

Winner

JPIE

+0.63%

Winner

FDVV

+8.52%

JPIE

+2.42%

Winner

FDVV

+25.73%

JPIE

+6.62%

5Y(CAGR)

Winner

FDVV

+13.12%

JPIE

+3.47%

10Y(CAGR)

FDVV

+13.29%

JPIE

N/A

Max(CAGR)

Winner

FDVV

+13.29%

JPIE

+3.47%

FDVV vs JPIE - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	FDVV	JPIE
2026	+5.18%	+1.38%
2025	+16.99%	+7.34%
2024	+21.74%	+6.81%
2023	+18.23%	+6.88%
2022	-4.97%	-6.13%
2021	+31.16%	+0.30%
2020	+2.54%	N/A
2019	+23.65%	N/A
2018	-1.96%	N/A
2017	+12.52%	N/A
2016	+5.06%	N/A

FDVV vs JPIE Drawdown Comparison

The maximum drawdown for FDVV was -40.21%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.

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

The current FDVV drawdown is -0.18%.

Rank	FDVV	JPIE
#1	-40.21% Feb 14, 2020 - Jan 6, 2021	-9.97% Dec 30, 2021 - Dec 20, 2023
#2	-20.17% Mar 29, 2022 - Jul 12, 2023	-1.72% Apr 2, 2025 - Apr 25, 2025
#3	-15.90% Feb 20, 2025 - Jun 24, 2025	-1.22% Nov 8, 2021 - Dec 29, 2021
#4	-15.03% Sep 21, 2018 - Apr 1, 2019	-1.15% Feb 27, 2026 - Apr 14, 2026
#5	-10.00% Jul 26, 2023 - Dec 13, 2023	-1.13% Mar 28, 2024 - May 3, 2024
#6	-9.29% Feb 11, 2026 - May 6, 2026	-0.91% Oct 1, 2024 - Dec 4, 2024
#7	-9.08% Jan 26, 2018 - Jul 10, 2018	-0.83% Feb 1, 2024 - Mar 8, 2024
#8	-7.13% Apr 30, 2019 - Jul 3, 2019	-0.81% Dec 29, 2023 - Jan 12, 2024
#9	-5.84% Jan 12, 2022 - Mar 22, 2022	-0.69% Jan 12, 2024 - Jan 29, 2024
#10	-5.68% Jul 29, 2019 - Sep 11, 2019	-0.68% Dec 23, 2024 - Jan 17, 2025
#11	-5.64% Nov 29, 2024 - Feb 19, 2025	-0.48% Dec 9, 2024 - Dec 23, 2024
#12	-5.05% Jul 16, 2024 - Aug 15, 2024	-0.46% May 15, 2024 - May 31, 2024
#13	-5.01% Sep 22, 2016 - Nov 18, 2016	-0.42% Mar 8, 2024 - Mar 22, 2024
#14	-4.32% Nov 15, 2021 - Dec 10, 2021	-0.37% Jan 21, 2025 - Jan 31, 2025
#15	-4.25% Sep 2, 2021 - Oct 15, 2021	-0.37% Apr 17, 2026 - May 6, 2026

Correlation

Correlation between FDVV and JPIE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2016 - 2026)

FDVV vs JPIE dividend yield comparison.

Year	FDVV	JPIE
2026	0.74%	1.81%
2025	2.89%	5.65%
2024	2.94%	6.11%
2023	3.77%	5.70%
2022	3.44%	4.49%
2021	2.70%	0.63%
2020	3.19%	0.00%
2019	3.93%	0.00%
2018	4.05%	0.00%
2017	3.66%	0.00%
2016	1.04%	0.00%