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 +14.5% compared to +3.5%
FDVV vs JPIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDVV
$9.70B
JPIE
$9.70B
Expense Ratio
Winner
FDVV
0.15%
JPIE
0.39%
Max Drawdown
FDVV
41.11%
Winner
JPIE
13.36%
Sharpe Ratio
Winner
FDVV
1.66
JPIE
1.01
5Y Beta
FDVV
0.73
Winner
JPIE
0.04
P/E Ratio
FDVV
21.44
JPIE
N/A
Forward P/E
FDVV
17.88
JPIE
N/A
PEG Ratio
FDVV
0.28
JPIE
N/A
5Y Dividends CAGR
FDVV
11.60%
JPIE
N/A
5Y EPS CAGR
FDVV
19.23%
JPIE
N/A
Debt to Equity
FDVV
-195.38%
JPIE
N/A
P/S Ratio
FDVV
2.34
JPIE
N/A
P/B Ratio
FDVV
3.46
JPIE
N/A
FDVV vs JPIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDVV
+2.31%
JPIE
+0.14%
3M
Winner
FDVV
+8.29%
JPIE
+0.86%
6M
Winner
FDVV
+10.47%
JPIE
+1.82%
1Y
Winner
FDVV
+21.92%
JPIE
+5.40%
5Y(CAGR)
Winner
FDVV
+14.46%
JPIE
+3.46%
10Y(CAGR)
FDVV
+13.71%
JPIE
N/A
Max(CAGR)
Winner
FDVV
+13.71%
JPIE
+3.46%
FDVV vs JPIE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FDVV | JPIE |
|---|---|---|
| 2026 | +11.67% | +2.01% |
| 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.
| 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 | -0.60% May 8, 2026 - May 28, 2026 |
| #12 | -5.05% Jul 16, 2024 - Aug 15, 2024 | -0.48% Dec 9, 2024 - Dec 23, 2024 |
| #13 | -5.01% Sep 22, 2016 - Nov 18, 2016 | -0.46% May 15, 2024 - May 31, 2024 |
| #14 | -4.32% Nov 15, 2021 - Dec 10, 2021 | -0.42% Mar 8, 2024 - Mar 22, 2024 |
| #15 | -4.25% Sep 2, 2021 - Oct 15, 2021 | -0.37% Jan 21, 2025 - Jan 31, 2025 |
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 | 1.53% | 2.75% |
| 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% |
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