FVD vs JBND
Comparison between FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD, ETF) and JPMORGAN ACTIVE BOND ETF (JBND, ETF).
FVD vs JBND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FVD
$8B
Winner
JBND
$8.10B
Expense Ratio
FVD
0.62%
Winner
JBND
0.25%
Max Drawdown
FVD
54.21%
Winner
JBND
5.89%
Sharpe Ratio
Winner
FVD
0.68
JBND
0.42
5Y Beta
FVD
0.43
Winner
JBND
0.02
P/E Ratio
FVD
18.22
JBND
N/A
Forward P/E
FVD
16.19
JBND
N/A
PEG Ratio
FVD
0.23
JBND
N/A
5Y Dividends CAGR
FVD
6.37%
JBND
N/A
5Y EPS CAGR
FVD
9.61%
JBND
N/A
P/S Ratio
FVD
0.22
JBND
N/A
P/B Ratio
FVD
2.46
JBND
N/A
FVD vs JBND - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FVD
+3.32%
JBND
+1.10%
3M
Winner
FVD
+0.93%
JBND
+0.06%
6M
Winner
FVD
+4.45%
JBND
+0.94%
1Y
Winner
FVD
+10.49%
JBND
+5.63%
5Y(CAGR)
FVD
+5.79%
JBND
N/A
10Y(CAGR)
FVD
+8.68%
JBND
N/A
Max(CAGR)
Winner
FVD
+9.51%
JBND
+7.37%
FVD vs JBND - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | FVD | JBND |
|---|---|---|
| 2026 | +4.86% | +0.66% |
| 2025 | +8.63% | +8.10% |
| 2024 | +9.66% | +3.61% |
| 2023 | +3.81% | +7.75% |
| 2022 | -4.80% | N/A |
| 2021 | +26.69% | N/A |
| 2020 | +0.12% | N/A |
| 2019 | +27.36% | N/A |
| 2018 | -3.33% | N/A |
| 2017 | +12.08% | N/A |
| 2016 | +21.32% | N/A |
| 2015 | +1.29% | N/A |
| 2014 | +17.46% | N/A |
| 2013 | +24.25% | N/A |
| 2012 | +10.84% | N/A |
| 2011 | +8.27% | N/A |
| 2010 | +15.09% | N/A |
| 2009 | +16.73% | N/A |
| 2008 | -22.42% | N/A |
| 2007 | -4.31% | N/A |
| 2006 | +36.55% | N/A |
| 2005 | +6.03% | N/A |
| 2004 | +16.01% | N/A |
| 2003 | +1.07% | N/A |
FVD vs JBND Drawdown Comparison
The maximum drawdown for FVD was -50.98%, occurring on Mar 9, 2009. Recovery took 945 trading sessions.
The maximum drawdown for JBND was -4.48%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The current FVD drawdown is -3.28%. The current JBND drawdown is -1.45%.
| Rank | FVD | JBND |
|---|---|---|
| #1 | -50.98% Jun 4, 2007 - Mar 3, 2011 | -4.48% Sep 16, 2024 - Apr 3, 2025 |
| #2 | -35.25% Feb 14, 2020 - Feb 23, 2021 | -3.23% Feb 1, 2024 - Jun 13, 2024 |
| #3 | -16.41% Apr 20, 2022 - Mar 6, 2024 | -2.94% Feb 27, 2026 - May 19, 2026 |
| #4 | -15.40% May 19, 2011 - Jan 18, 2012 | -2.62% Apr 4, 2025 - Jun 26, 2025 |
| #5 | -12.87% Sep 21, 2018 - Feb 15, 2019 | -1.94% Oct 13, 2023 - Nov 2, 2023 |
| #6 | -11.97% Nov 29, 2024 - Jul 23, 2025 | -1.49% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -11.62% Feb 17, 2004 - Sep 10, 2004 | -1.24% Jun 18, 2024 - Jul 5, 2024 |
| #8 | -9.47% Dec 29, 2014 - Oct 23, 2015 | -1.14% Jul 1, 2025 - Jul 29, 2025 |
| #9 | -8.48% Dec 31, 2004 - Aug 2, 2005 | -1.11% Oct 22, 2025 - Nov 25, 2025 |
| #10 | -8.41% Jan 26, 2018 - Aug 6, 2018 | -1.09% Aug 5, 2024 - Aug 20, 2024 |
| #11 | -8.04% Dec 1, 2015 - Feb 22, 2016 | -0.87% Nov 26, 2025 - Jan 14, 2026 |
| #12 | -7.30% Oct 13, 2003 - Dec 29, 2003 | -0.75% Jul 17, 2024 - Jul 30, 2024 |
| #13 | -7.29% Jan 4, 2022 - Apr 20, 2022 | -0.72% Sep 16, 2025 - Oct 10, 2025 |
| #14 | -7.23% Feb 27, 2026 - Mar 20, 2026 | -0.70% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -6.40% Apr 2, 2012 - Jul 2, 2012 | -0.58% Nov 8, 2023 - Nov 14, 2023 |
Correlation
Correlation between FVD and JBND is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2003 - 2026)
FVD vs JBND dividend yield comparison.
| Year | FVD | JBND |
|---|---|---|
| 2026 | 0.53% | 1.79% |
| 2025 | 2.36% | 4.42% |
| 2024 | 2.23% | 4.58% |
| 2023 | 2.34% | 1.00% |
| 2022 | 2.20% | 0.00% |
| 2021 | 1.75% | 0.00% |
| 2020 | 2.31% | 0.00% |
| 2019 | 2.03% | 0.00% |
| 2018 | 2.50% | 0.00% |
| 2017 | 2.10% | 0.00% |
| 2016 | 2.04% | 0.00% |
| 2015 | 2.34% | 0.00% |
| 2014 | 2.46% | 0.00% |
| 2013 | 2.28% | 0.00% |
| 2012 | 2.88% | 0.00% |
| 2011 | 2.61% | 0.00% |
| 2010 | 2.68% | 0.00% |
| 2009 | 2.82% | 0.00% |
| 2008 | 3.87% | 0.00% |
| 2007 | 2.99% | 0.00% |
| 2006 | 13.34% | 0.00% |
| 2005 | 15.14% | 0.00% |
| 2004 | 8.27% | 0.00% |
| 2003 | 1.58% | 0.00% |
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