FIGB vs JCAL
Comparison between FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF) and JPMorgan California Tax Free Bond ETF (JCAL, ETF).
FIGB vs JCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIGB
$507M
Winner
JCAL
$510M
Expense Ratio
FIGB
0.36%
Winner
JCAL
0.34%
Max Drawdown
FIGB
21.47%
Winner
JCAL
2.31%
Sharpe Ratio
Winner
FIGB
-0.32
JCAL
-5.90
5Y Beta
Winner
FIGB
0.01
JCAL
0.09
5Y Dividends CAGR
FIGB
53.49%
JCAL
N/A
FIGB vs JCAL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FIGB
-0.99%
JCAL
-1.52%
3M
FIGB
-1.22%
JCAL
N/A
6M
FIGB
-0.85%
JCAL
N/A
1Y
FIGB
+2.59%
JCAL
N/A
5Y(CAGR)
FIGB
-0.25%
JCAL
N/A
Max(CAGR)
Winner
FIGB
+0.21%
JCAL
-12.55%
FIGB vs JCAL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FIGB | JCAL |
|---|---|---|
| 2026 | -0.67% | -1.39% |
| 2025 | +7.05% | N/A |
| 2024 | +1.63% | N/A |
| 2023 | +6.17% | N/A |
| 2022 | -12.86% | N/A |
| 2021 | +1.77% | N/A |
FIGB vs JCAL Drawdown Comparison
The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.
The maximum drawdown for JCAL was -2.04%, occurring on Jul 23, 2026. This drawdown has not yet recovered.
The current FIGB drawdown is -2.55%. The current JCAL drawdown is -2.04%.
| Rank | FIGB | JCAL |
|---|---|---|
| #1 | -18.08% Sep 14, 2021 - Feb 12, 2026 | -2.04% Jun 29, 2026 - Jul 23, 2026 |
| #2 | -2.93% Feb 27, 2026 - May 19, 2026 | -0.12% Jun 18, 2026 - Jun 24, 2026 |
| #3 | -1.04% Aug 2, 2021 - Sep 14, 2021 | -0.06% Jun 16, 2026 - Jun 18, 2026 |
| #4 | -0.98% Mar 4, 2021 - Apr 13, 2021 | N/A |
| #5 | -0.97% May 7, 2021 - Jun 4, 2021 | N/A |
| #6 | -0.52% Jul 8, 2021 - Jul 19, 2021 | N/A |
| #7 | -0.50% Apr 21, 2021 - May 7, 2021 | N/A |
| #8 | -0.48% Jun 18, 2021 - Jun 30, 2021 | N/A |
| #9 | -0.43% Jun 10, 2021 - Jun 18, 2021 | N/A |
| #10 | -0.42% Jul 19, 2021 - Aug 2, 2021 | N/A |
| #11 | -0.23% Apr 16, 2021 - Apr 20, 2021 | N/A |
| #12 | -0.21% Feb 17, 2026 - Feb 23, 2026 | N/A |
| #13 | -0.18% Jun 30, 2021 - Jul 2, 2021 | N/A |
| #14 | -0.05% Feb 24, 2026 - Feb 26, 2026 | N/A |
| #15 | -0.01% Jun 4, 2021 - Jun 8, 2021 | N/A |
Correlation
Correlation between FIGB and JCAL is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2021 - 2026)
FIGB vs JCAL dividend yield comparison.
| Year | FIGB | JCAL |
|---|---|---|
| 2026 | 1.99% | 0.28% |
| 2025 | 4.15% | 0.00% |
| 2024 | 4.28% | 0.00% |
| 2023 | 3.79% | 0.00% |
| 2022 | 2.44% | 0.00% |
| 2021 | 1.10% | 0.00% |
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