IUS vs JCPI
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF).
IUS vs JCPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IUS
$785M
JCPI
$777M
Expense Ratio
Winner
IUS
0.19%
JCPI
0.25%
Max Drawdown
IUS
35.17%
Winner
JCPI
10.91%
Sharpe Ratio
Winner
IUS
2.32
JCPI
0.34
5Y Beta
IUS
0.78
Winner
JCPI
0.03
P/E Ratio
IUS
28.81
JCPI
N/A
Forward P/E
IUS
18.31
JCPI
N/A
5Y Dividends CAGR
IUS
8.99%
JCPI
N/A
5Y EPS CAGR
IUS
18.91%
JCPI
N/A
Debt to Equity
IUS
30.57%
JCPI
N/A
P/S Ratio
IUS
1.54
JCPI
N/A
P/B Ratio
IUS
3.77
JCPI
N/A
IUS vs JCPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUS
+2.16%
JCPI
-0.69%
3M
Winner
IUS
+8.96%
JCPI
+0.25%
6M
Winner
IUS
+13.74%
JCPI
+0.90%
1Y
Winner
IUS
+31.79%
JCPI
+4.81%
5Y(CAGR)
Winner
IUS
+13.22%
JCPI
+2.91%
Max(CAGR)
Winner
IUS
+15.05%
JCPI
+2.91%
IUS vs JCPI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IUS | JCPI |
|---|---|---|
| 2026 | +13.17% | +1.29% |
| 2025 | +17.23% | +7.53% |
| 2024 | +16.56% | +4.86% |
| 2023 | +21.21% | +4.54% |
| 2022 | -8.85% | -5.52% |
| 2021 | +33.59% | N/A |
| 2020 | +14.43% | N/A |
| 2019 | +29.34% | N/A |
| 2018 | -12.48% | N/A |
IUS vs JCPI Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.
The current IUS drawdown is -2.12%. The current JCPI drawdown is -0.85%.
| Rank | IUS | JCPI |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -7.85% Aug 1, 2022 - May 15, 2024 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -3.11% May 27, 2022 - Jul 29, 2022 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -2.77% Apr 3, 2025 - Jun 27, 2025 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -2.41% Sep 24, 2024 - Feb 20, 2025 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -2.04% Apr 11, 2022 - May 27, 2022 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -1.60% Feb 27, 2026 - Apr 14, 2026 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -1.00% Jun 5, 2024 - Jun 20, 2024 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -0.99% May 1, 2026 - May 22, 2026 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -0.90% Oct 22, 2025 - Feb 10, 2026 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -0.83% Mar 3, 2025 - Mar 28, 2025 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -0.76% May 16, 2024 - Jun 3, 2024 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -0.61% Aug 5, 2024 - Aug 21, 2024 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -0.57% Sep 11, 2025 - Oct 14, 2025 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -0.51% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -0.48% Aug 28, 2024 - Sep 6, 2024 |
Correlation
Correlation between IUS and JCPI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2018 - 2026)
IUS vs JCPI dividend yield comparison.
| Year | IUS | JCPI |
|---|---|---|
| 2026 | 0.33% | 1.64% |
| 2025 | 1.48% | 3.93% |
| 2024 | 1.52% | 3.98% |
| 2023 | 1.72% | 3.45% |
| 2022 | 1.78% | 3.29% |
| 2021 | 1.46% | 0.00% |
| 2020 | 1.74% | 0.00% |
| 2019 | 1.77% | 0.00% |
| 2018 | 0.73% | 0.00% |
Select Stocks to Compare
Popular: IUS vs SPYJCPI vs SPY
More Comparisons
Compare with similar stocks