FLTB vs JPEM

Comparison between FIDELITY LIMITED TERM BOND ETF (FLTB, ETF) and JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF).

5-Year PerformanceJPEM has outperformed FLTB, delivering a return of +5.5% compared to +2.2%

FLTB vs JPEM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLTB(ETF)	JPEM(ETF)
Net Assets	$389M	$390M
Expense Ratio	0.25%	0.44%
Max Drawdown	11.00%	43.82%
Sharpe Ratio	0.21	1.10
5Y Beta	0.01	0.53
5Y Dividends CAGR	32.39%	12.48%

Net Assets

FLTB

$389M

Winner

JPEM

$390M

Expense Ratio

Winner

FLTB

0.25%

JPEM

0.44%

Max Drawdown

Winner

FLTB

11.00%

JPEM

43.82%

Sharpe Ratio

FLTB

0.21

Winner

JPEM

1.10

5Y Beta

Winner

FLTB

0.01

JPEM

0.53

5Y Dividends CAGR

Winner

FLTB

32.39%

JPEM

12.48%

FLTB vs JPEM - Historical Returns

Returns include dividend reinvestment.

Period	FLTB	JPEM
1 month	+0.07%	-3.07%
3 months	-0.00%	+0.22%
6 months	+0.94%	+6.35%
1 year	+4.25%	+18.40%
5 years(CAGR)	+2.21%	+5.46%
10 years(CAGR)	+2.45%	+7.50%
Max(CAGR)	+2.40%	+5.49%

Winner

FLTB

+0.07%

JPEM

-3.07%

FLTB

-0.00%

Winner

JPEM

+0.22%

FLTB

+0.94%

Winner

JPEM

+6.35%

FLTB

+4.25%

Winner

JPEM

+18.40%

5Y(CAGR)

FLTB

+2.21%

Winner

JPEM

+5.46%

10Y(CAGR)

FLTB

+2.45%

Winner

JPEM

+7.50%

Max(CAGR)

FLTB

+2.40%

Winner

JPEM

+5.49%

FLTB vs JPEM - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FLTB	JPEM
2026	+0.49%	+3.76%
2025	+6.52%	+23.12%
2024	+5.22%	+4.67%
2023	+5.83%	+10.68%
2022	-5.69%	-9.65%
2021	-1.20%	+7.76%
2020	+5.47%	-1.85%
2019	+5.93%	+15.56%
2018	+1.24%	-11.95%
2017	+2.10%	+27.87%
2016	+2.11%	+18.19%
2015	+0.83%	-17.70%
2014	-0.07%	N/A

FLTB vs JPEM Drawdown Comparison

The maximum drawdown for FLTB was -9.37%, occurring on Oct 20, 2022. Recovery took 838 trading sessions.

The maximum drawdown for JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.

The current FLTB drawdown is -0.48%. The current JPEM drawdown is -5.55%.

Rank	FLTB	JPEM
#1	-9.37% Feb 11, 2021 - Jun 12, 2024	-40.21% Jan 26, 2018 - Apr 28, 2021
#2	-8.20% Mar 5, 2020 - May 29, 2020	-34.10% Apr 28, 2015 - Jul 14, 2017
#3	-1.98% Aug 4, 2016 - May 17, 2017	-21.58% Feb 16, 2022 - Mar 7, 2024
#4	-1.76% Sep 7, 2017 - Dec 18, 2018	-14.31% Oct 7, 2024 - Jun 10, 2025
#5	-1.63% Oct 15, 2015 - Mar 17, 2016	-10.32% Feb 25, 2026 - Mar 20, 2026
#6	-1.52% Feb 23, 2026 - Mar 26, 2026	-8.08% Sep 13, 2021 - Feb 16, 2022
#7	-1.36% Apr 3, 2025 - Apr 28, 2025	-6.92% May 17, 2024 - Sep 24, 2024
#8	-1.19% Apr 27, 2015 - Oct 2, 2015	-6.45% Feb 13, 2015 - Apr 2, 2015
#9	-1.09% Oct 1, 2024 - Jan 27, 2025	-5.67% Jun 10, 2021 - Sep 7, 2021
#10	-1.08% Oct 15, 2014 - Jan 15, 2015	-4.06% Nov 22, 2017 - Dec 28, 2017
#11	-0.96% Feb 2, 2015 - Apr 1, 2015	-3.98% Jan 23, 2015 - Feb 13, 2015
#12	-0.85% Sep 4, 2019 - Oct 2, 2019	-3.40% Jan 28, 2026 - Feb 11, 2026
#13	-0.59% Apr 30, 2025 - May 30, 2025	-3.40% Apr 9, 2024 - May 2, 2024
#14	-0.55% Oct 4, 2019 - Dec 3, 2019	-3.19% May 7, 2021 - May 26, 2021
#15	-0.51% May 6, 2016 - Jun 3, 2016	-3.08% Sep 11, 2017 - Oct 11, 2017

Correlation

Correlation between FLTB and JPEM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2014 - 2026)

FLTB vs JPEM dividend yield comparison.

Year	FLTB	JPEM
2026	1.80%	0.41%
2025	4.31%	4.65%
2024	4.11%	5.12%
2023	3.20%	4.46%
2022	1.63%	4.71%
2021	0.89%	4.40%
2020	1.56%	2.85%
2019	2.67%	3.47%
2018	2.50%	2.79%
2017	1.78%	2.14%
2016	1.59%	1.28%
2015	1.63%	3.22%
2014	0.35%	0.00%