IJJ vs JPIE

Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and JPMORGAN INCOME ETF (JPIE, ETF).

5-Year PerformanceIJJ has outperformed JPIE, delivering a return of +7.3% compared to +3.4%

IJJ vs JPIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJJ(ETF)	JPIE(ETF)
Net Assets	$8.50B	$8.70B
Expense Ratio	0.18%	0.39%
Max Drawdown	59.57%	13.36%
Sharpe Ratio	1.06	1.16
5Y Beta	0.90	0.04
P/E Ratio	21.52	N/A
Forward P/E	13.99	N/A
PEG Ratio	0.22	N/A
5Y Dividends CAGR	12.72%	N/A
5Y EPS CAGR	9.24%	N/A
Debt to Equity	46.95%	N/A
P/S Ratio	1.02	N/A
P/B Ratio	1.98	N/A

Net Assets

IJJ

$8.50B

Winner

JPIE

$8.70B

Expense Ratio

Winner

IJJ

0.18%

JPIE

0.39%

Max Drawdown

IJJ

59.57%

Winner

JPIE

13.36%

Sharpe Ratio

IJJ

1.06

Winner

JPIE

1.16

5Y Beta

IJJ

0.90

Winner

JPIE

0.04

P/E Ratio

IJJ

21.52

JPIE

N/A

Forward P/E

IJJ

13.99

JPIE

N/A

PEG Ratio

IJJ

0.22

JPIE

N/A

5Y Dividends CAGR

IJJ

12.72%

JPIE

N/A

5Y EPS CAGR

IJJ

9.24%

JPIE

N/A

Debt to Equity

IJJ

46.95%

JPIE

N/A

P/S Ratio

IJJ

1.02

JPIE

N/A

P/B Ratio

IJJ

1.98

JPIE

N/A

IJJ vs JPIE - Historical Returns

Returns include dividend reinvestment.

Period	IJJ	JPIE
1 month	+0.11%	+0.19%
3 months	+3.81%	+0.51%
6 months	+8.31%	+1.83%
1 year	+20.60%	+5.70%
5 years(CAGR)	+7.29%	+3.41%
10 years(CAGR)	+10.14%	N/A
Max(CAGR)	+10.26%	+3.41%

IJJ

+0.11%

Winner

JPIE

+0.19%

Winner

IJJ

+3.81%

JPIE

+0.51%

Winner

IJJ

+8.31%

JPIE

+1.83%

Winner

IJJ

+20.60%

JPIE

+5.70%

5Y(CAGR)

Winner

IJJ

+7.29%

JPIE

+3.41%

10Y(CAGR)

IJJ

+10.14%

JPIE

N/A

Max(CAGR)

Winner

IJJ

+10.26%

JPIE

+3.41%

IJJ vs JPIE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJJ	JPIE
2026	+7.02%	+1.36%
2025	+7.94%	+7.34%
2024	+11.60%	+6.81%
2023	+15.45%	+6.88%
2022	-7.75%	-6.13%
2021	+32.74%	+0.30%
2020	+3.67%	N/A
2019	+25.41%	N/A
2018	-12.86%	N/A
2017	+11.19%	N/A
2016	+27.52%	N/A
2015	-6.57%	N/A
2014	+12.92%	N/A
2013	+30.57%	N/A
2012	+16.68%	N/A
2011	-3.96%	N/A
2010	+20.61%	N/A
2009	+31.51%	N/A
2008	-34.46%	N/A
2007	+1.56%	N/A
2006	+12.53%	N/A
2005	+13.12%	N/A
2004	+18.20%	N/A
2003	+36.87%	N/A
2002	-9.74%	N/A
2001	+10.26%	N/A
2000	+19.96%	N/A

IJJ vs JPIE Drawdown Comparison

The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.

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

The current IJJ drawdown is -1.11%. The current JPIE drawdown is -0.24%.

Rank	IJJ	JPIE
#1	-58.01% Jun 4, 2007 - Feb 7, 2011	-9.97% Dec 30, 2021 - Dec 20, 2023
#2	-46.11% Jan 16, 2020 - Dec 4, 2020	-1.72% Apr 2, 2025 - Apr 25, 2025
#3	-32.55% Apr 17, 2002 - Oct 7, 2003	-1.22% Nov 8, 2021 - Dec 29, 2021
#4	-27.56% Apr 29, 2011 - Mar 15, 2012	-1.15% Feb 27, 2026 - Apr 14, 2026
#5	-22.84% Aug 29, 2018 - Nov 5, 2019	-1.13% Mar 28, 2024 - May 3, 2024
#6	-22.67% Nov 25, 2024 - Dec 10, 2025	-0.91% Oct 1, 2024 - Dec 4, 2024
#7	-21.32% May 22, 2001 - Mar 1, 2002	-0.83% Feb 1, 2024 - Mar 8, 2024
#8	-21.22% Jun 23, 2015 - Jul 12, 2016	-0.81% Dec 29, 2023 - Jan 12, 2024
#9	-19.09% Jan 4, 2022 - Jan 27, 2023	-0.69% Jan 12, 2024 - Jan 29, 2024
#10	-18.74% Feb 2, 2023 - Dec 19, 2023	-0.68% Dec 23, 2024 - Jan 17, 2025
#11	-11.66% Feb 15, 2001 - Apr 30, 2001	-0.60% May 8, 2026 - May 28, 2026
#12	-11.65% Mar 19, 2012 - Sep 6, 2012	-0.48% Dec 9, 2024 - Dec 23, 2024
#13	-11.48% May 8, 2006 - Nov 15, 2006	-0.46% May 15, 2024 - May 31, 2024
#14	-10.59% Feb 6, 2026 - Jun 2, 2026	-0.42% Mar 8, 2024 - Mar 22, 2024
#15	-10.46% Sep 2, 2014 - Nov 24, 2014	-0.37% Jan 21, 2025 - Jan 31, 2025

Correlation

Correlation between IJJ and JPIE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

IJJ vs JPIE dividend yield comparison.

Year	IJJ	JPIE
2026	0.31%	2.28%
2025	1.79%	5.65%
2024	1.81%	6.11%
2023	1.68%	5.70%
2022	1.97%	4.49%
2021	1.62%	0.63%
2020	1.78%	0.00%
2019	1.70%	0.00%
2018	2.01%	0.00%
2017	1.52%	0.00%
2016	1.67%	0.00%
2015	1.83%	0.00%
2014	1.65%	0.00%
2013	1.48%	0.00%
2012	1.90%	0.00%
2011	1.78%	0.00%
2010	1.56%	0.00%
2009	2.05%	0.00%
2008	3.14%	0.00%
2007	1.74%	0.00%
2006	1.79%	0.00%
2005	1.64%	0.00%
2004	1.20%	0.00%
2003	1.23%	0.00%
2002	1.40%	0.00%
2001	1.18%	0.00%
2000	0.76%	0.00%