INDY vs JPSE
Comparison between ISHARES INDIA 50 ETF (INDY, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF).
5-Year PerformanceJPSE has outperformed INDY, delivering a return of +6.9% compared to +1.2%
INDY vs JPSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
INDY vs JPSE - Historical Returns
Returns include dividend reinvestment.
INDY vs JPSE - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | INDY | JPSE |
|---|---|---|
| 2026 | -15.74% | +13.69% |
| 2025 | +3.47% | +8.90% |
| 2024 | +3.68% | +8.30% |
| 2023 | +16.36% | +16.10% |
| 2022 | -8.89% | -15.23% |
| 2021 | +19.01% | +29.80% |
| 2020 | +8.75% | +12.62% |
| 2019 | +10.72% | +22.59% |
| 2018 | -4.43% | -8.79% |
| 2017 | +35.75% | +14.33% |
| 2016 | +3.00% | +3.67% |
| 2015 | -10.08% | N/A |
| 2014 | +33.54% | N/A |
| 2013 | -7.78% | N/A |
| 2012 | +20.83% | N/A |
| 2011 | -37.32% | N/A |
| 2010 | +20.53% | N/A |
| 2009 | +1.93% | N/A |
INDY vs JPSE Drawdown Comparison
The maximum drawdown for INDY was -44.74%, occurring on Aug 28, 2013. Recovery took 1056 trading sessions.
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current INDY drawdown is -21.00%. The current JPSE drawdown is -2.19%.
| Rank | INDY | JPSE |
|---|---|---|
| #1 | -44.74% Nov 5, 2010 - Jan 20, 2015 | -43.02% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -43.50% Jan 13, 2020 - Nov 24, 2020 | -25.57% Nov 8, 2021 - Jul 15, 2024 |
| #3 | -29.92% Jan 29, 2015 - Apr 26, 2017 | -25.49% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -22.37% Sep 26, 2024 - Mar 30, 2026 | -23.26% Sep 14, 2018 - Dec 26, 2019 |
| #5 | -20.10% Jan 26, 2018 - May 31, 2019 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -20.00% Jan 12, 2022 - Dec 14, 2023 | -8.40% Mar 15, 2021 - Jun 1, 2021 |
| #7 | -15.96% May 10, 2010 - Sep 10, 2010 | -8.33% Jun 8, 2021 - Oct 20, 2021 |
| #8 | -13.85% Jan 7, 2010 - Mar 26, 2010 | -8.19% Jan 23, 2018 - May 17, 2018 |
| #9 | -13.83% Jun 3, 2019 - Jan 13, 2020 | -8.00% Feb 26, 2026 - Apr 13, 2026 |
| #10 | -12.00% Apr 5, 2010 - May 10, 2010 | -5.09% Feb 24, 2021 - Mar 10, 2021 |
| #11 | -10.51% Mar 11, 2021 - Jun 1, 2021 | -4.66% Jul 25, 2017 - Sep 21, 2017 |
| #12 | -9.79% Oct 15, 2021 - Jan 12, 2022 | -4.56% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -7.20% Aug 1, 2017 - Oct 31, 2017 | -4.38% Jan 22, 2021 - Feb 4, 2021 |
| #14 | -6.36% Jan 20, 2021 - Feb 2, 2021 | -4.36% Oct 16, 2024 - Nov 6, 2024 |
| #15 | -5.57% Jun 3, 2024 - Jun 17, 2024 | -4.17% Apr 26, 2017 - Jun 9, 2017 |
Correlation
Correlation between INDY and JPSE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
INDY vs JPSE dividend yield comparison.
| Year | INDY | JPSE |
|---|---|---|
| 2026 | 0.00% | 0.15% |
| 2025 | 8.11% | 1.62% |
| 2024 | 0.24% | 1.66% |
| 2023 | 0.38% | 1.76% |
| 2022 | 3.75% | 1.55% |
| 2021 | 7.12% | 1.24% |
| 2020 | 0.08% | 1.32% |
| 2019 | 0.58% | 1.23% |
| 2018 | 0.55% | 1.18% |
| 2017 | 0.27% | 0.74% |
| 2016 | 0.48% | 0.14% |
| 2015 | 0.57% | 0.00% |
| 2014 | 0.52% | 0.00% |
| 2013 | 0.76% | 0.00% |
| 2012 | 0.39% | 0.00% |
| 2011 | 0.65% | 0.00% |
| 2010 | 0.39% | 0.00% |
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