IDV vs JPIE

Comparison between ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV, ETF) and JPMORGAN INCOME ETF (JPIE, ETF).

5-Year PerformanceIDV has outperformed JPIE, delivering a return of +12.2% compared to +3.5%

IDV vs JPIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDV(ETF)	JPIE(ETF)
Net Assets	$8.60B	$9.10B
Expense Ratio	0.50%	0.39%
Max Drawdown	72.82%	13.36%
Sharpe Ratio	2.16	1.39
5Y Beta	0.50	0.04
5Y Dividends CAGR	5.94%	N/A

Net Assets

IDV

$8.60B

Winner

JPIE

$9.10B

Expense Ratio

IDV

0.50%

Winner

JPIE

0.39%

Max Drawdown

IDV

72.82%

Winner

JPIE

13.36%

Sharpe Ratio

Winner

IDV

2.16

JPIE

1.39

5Y Beta

IDV

0.50

Winner

JPIE

0.04

5Y Dividends CAGR

IDV

5.94%

JPIE

N/A

IDV vs JPIE - Historical Returns

Returns include dividend reinvestment.

Period	IDV	JPIE
1 month	-0.49%	+0.52%
3 months	+7.59%	+1.21%
6 months	+15.82%	+2.12%
1 year	+34.99%	+5.85%
5 years(CAGR)	+12.22%	+3.46%
10 years(CAGR)	+10.77%	N/A
Max(CAGR)	+4.89%	+3.46%

IDV

-0.49%

Winner

JPIE

+0.52%

Winner

IDV

+7.59%

JPIE

+1.21%

Winner

IDV

+15.82%

JPIE

+2.12%

Winner

IDV

+34.99%

JPIE

+5.85%

5Y(CAGR)

Winner

IDV

+12.22%

JPIE

+3.46%

10Y(CAGR)

IDV

+10.77%

JPIE

N/A

Max(CAGR)

Winner

IDV

+4.89%

JPIE

+3.46%

IDV vs JPIE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IDV	JPIE
2026	+12.06%	+1.69%
2025	+52.29%	+7.34%
2024	+4.41%	+6.81%
2023	+10.20%	+6.88%
2022	-7.00%	-6.13%
2021	+10.67%	+0.30%
2020	-7.01%	N/A
2019	+23.86%	N/A
2018	-11.18%	N/A
2017	+18.64%	N/A
2016	+9.21%	N/A
2015	-10.47%	N/A
2014	-4.46%	N/A
2013	+17.28%	N/A
2012	+16.31%	N/A
2011	-7.56%	N/A
2010	+8.59%	N/A
2009	+57.86%	N/A
2008	-51.98%	N/A
2007	-6.71%	N/A

IDV vs JPIE Drawdown Comparison

The maximum drawdown for IDV was -70.15%, occurring on Mar 9, 2009. Recovery took 1588 trading sessions.

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

The current IDV drawdown is -1.70%.

Rank	IDV	JPIE
#1	-70.15% Oct 31, 2007 - Feb 24, 2014	-9.97% Dec 30, 2021 - Dec 20, 2023
#2	-42.50% Feb 12, 2020 - Mar 11, 2021	-1.72% Apr 2, 2025 - Apr 25, 2025
#3	-32.43% Jul 3, 2014 - Jan 4, 2018	-1.22% Nov 8, 2021 - Dec 29, 2021
#4	-29.12% Feb 9, 2022 - May 7, 2024	-1.15% Feb 27, 2026 - Apr 14, 2026
#5	-17.77% Jan 26, 2018 - Nov 12, 2019	-1.13% Mar 28, 2024 - May 3, 2024
#6	-16.68% Jul 19, 2007 - Oct 9, 2007	-0.91% Oct 1, 2024 - Dec 4, 2024
#7	-11.86% Mar 18, 2025 - Apr 22, 2025	-0.83% Feb 1, 2024 - Mar 8, 2024
#8	-10.14% Sep 27, 2024 - Mar 5, 2025	-0.81% Dec 29, 2023 - Jan 12, 2024
#9	-9.60% Jun 2, 2021 - Jan 12, 2022	-0.69% Jan 12, 2024 - Jan 29, 2024
#10	-8.52% Feb 25, 2026 - May 6, 2026	-0.68% Dec 23, 2024 - Jan 17, 2025
#11	-6.86% May 17, 2024 - Aug 19, 2024	-0.60% May 8, 2026 - May 28, 2026
#12	-4.30% May 21, 2026 - Jun 5, 2026	-0.48% Dec 9, 2024 - Dec 23, 2024
#13	-4.19% Nov 12, 2025 - Nov 28, 2025	-0.46% May 15, 2024 - May 31, 2024
#14	-3.96% Oct 12, 2007 - Oct 29, 2007	-0.42% Mar 8, 2024 - Mar 22, 2024
#15	-3.33% Jul 23, 2025 - Aug 8, 2025	-0.37% Jan 21, 2025 - Jan 31, 2025

Correlation

Correlation between IDV and JPIE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

IDV vs JPIE dividend yield comparison.

Year	IDV	JPIE
2026	0.45%	2.27%
2025	4.94%	5.65%
2024	6.46%	6.11%
2023	6.51%	5.70%
2022	7.33%	4.49%
2021	5.78%	0.63%
2020	5.47%	0.00%
2019	5.15%	0.00%
2018	5.93%	0.00%
2017	4.52%	0.00%
2016	4.69%	0.00%
2015	5.08%	0.00%
2014	6.03%	0.00%
2013	4.48%	0.00%
2012	4.84%	0.00%
2011	5.47%	0.00%
2010	3.92%	0.00%
2009	3.37%	0.00%
2008	13.84%	0.00%
2007	2.26%	0.00%