JCAL vs FIGB
Comparison between JPMorgan California Tax Free Bond ETF (JCAL, ETF) and FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF).
JCAL vs FIGB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JCAL
$510M
FIGB
$507M
Expense Ratio
Winner
JCAL
0.34%
FIGB
0.36%
Max Drawdown
Winner
JCAL
1.39%
FIGB
21.47%
Sharpe Ratio
JCAL
-3.88
Winner
FIGB
-0.07
5Y Beta
JCAL
0.05
Winner
FIGB
0.01
5Y Dividends CAGR
JCAL
N/A
FIGB
53.49%
JCAL vs FIGB - Historical Returns
Returns include dividend reinvestment.
1M
JCAL
-0.64%
Winner
FIGB
-0.44%
3M
JCAL
N/A
FIGB
-0.72%
6M
JCAL
N/A
FIGB
-0.16%
1Y
JCAL
N/A
FIGB
+2.98%
5Y(CAGR)
JCAL
N/A
FIGB
-0.13%
Max(CAGR)
JCAL
-4.55%
Winner
FIGB
+0.30%
JCAL vs FIGB - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JCAL | FIGB |
|---|---|---|
| 2026 | -0.46% | -0.19% |
| 2025 | N/A | +7.05% |
| 2024 | N/A | +1.63% |
| 2023 | N/A | +6.17% |
| 2022 | N/A | -12.86% |
| 2021 | N/A | +1.77% |
JCAL vs FIGB Drawdown Comparison
The maximum drawdown for JCAL was -1.12%, occurring on Jul 21, 2026. This drawdown has not yet recovered.
The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.
The current JCAL drawdown is -1.12%. The current FIGB drawdown is -2.08%.
| Rank | JCAL | FIGB |
|---|---|---|
| #1 | -1.12% Jun 29, 2026 - Jul 21, 2026 | -18.08% Sep 14, 2021 - Feb 12, 2026 |
| #2 | -0.12% Jun 18, 2026 - Jun 24, 2026 | -2.93% Feb 27, 2026 - May 19, 2026 |
| #3 | -0.06% Jun 16, 2026 - Jun 18, 2026 | -1.04% Aug 2, 2021 - Sep 14, 2021 |
| #4 | N/A | -0.98% Mar 4, 2021 - Apr 13, 2021 |
| #5 | N/A | -0.97% May 7, 2021 - Jun 4, 2021 |
| #6 | N/A | -0.52% Jul 8, 2021 - Jul 19, 2021 |
| #7 | N/A | -0.50% Apr 21, 2021 - May 7, 2021 |
| #8 | N/A | -0.48% Jun 18, 2021 - Jun 30, 2021 |
| #9 | N/A | -0.43% Jun 10, 2021 - Jun 18, 2021 |
| #10 | N/A | -0.42% Jul 19, 2021 - Aug 2, 2021 |
| #11 | N/A | -0.23% Apr 16, 2021 - Apr 20, 2021 |
| #12 | N/A | -0.21% Feb 17, 2026 - Feb 23, 2026 |
| #13 | N/A | -0.18% Jun 30, 2021 - Jul 2, 2021 |
| #14 | N/A | -0.05% Feb 24, 2026 - Feb 26, 2026 |
| #15 | N/A | -0.01% Jun 4, 2021 - Jun 8, 2021 |
Correlation
Correlation between JCAL and FIGB is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2021 - 2026)
JCAL vs FIGB dividend yield comparison.
| Year | JCAL | FIGB |
|---|---|---|
| 2026 | 0.27% | 1.98% |
| 2025 | 0.00% | 4.15% |
| 2024 | 0.00% | 4.28% |
| 2023 | 0.00% | 3.79% |
| 2022 | 0.00% | 2.44% |
| 2021 | 0.00% | 1.10% |
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