JCPI vs AVRE

Comparison between JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF) and AVANTIS REAL ESTATE ETF (AVRE, ETF).

JCPI vs AVRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JCPI(ETF)	AVRE(ETF)
Net Assets	$847M	$845M
Expense Ratio	0.25%	0.17%
Max Drawdown	10.91%	36.40%
Sharpe Ratio	-0.18	0.85
5Y Beta	0.03	0.44
P/E Ratio	N/A	33.30
Forward P/E	N/A	36.35
5Y EPS CAGR	N/A	10.56%
Debt to Equity	N/A	45.94%
P/S Ratio	N/A	8.69
P/B Ratio	N/A	3.00

Net Assets

Winner

JCPI

$847M

AVRE

$845M

Expense Ratio

JCPI

0.25%

Winner

AVRE

0.17%

Max Drawdown

Winner

JCPI

10.91%

AVRE

36.40%

Sharpe Ratio

JCPI

-0.18

Winner

AVRE

0.85

5Y Beta

Winner

JCPI

0.03

AVRE

0.44

P/E Ratio

JCPI

N/A

AVRE

33.30

Forward P/E

JCPI

N/A

AVRE

36.35

5Y EPS CAGR

JCPI

N/A

AVRE

10.56%

Debt to Equity

JCPI

N/A

AVRE

45.94%

P/S Ratio

JCPI

N/A

AVRE

8.69

P/B Ratio

JCPI

N/A

AVRE

3.00

JCPI vs AVRE - Historical Returns

Returns include dividend reinvestment.

Period	JCPI	AVRE
1 month	+0.18%	+3.41%
3 months	-0.47%	+4.44%
6 months	+1.13%	+10.74%
1 year	+3.07%	+13.95%
5 years(CAGR)	+2.78%	+3.19%
Max(CAGR)	+2.78%	+3.19%

JCPI

+0.18%

Winner

AVRE

+3.41%

JCPI

-0.47%

Winner

AVRE

+4.44%

JCPI

+1.13%

Winner

AVRE

+10.74%

JCPI

+3.07%

Winner

AVRE

+13.95%

5Y(CAGR)

JCPI

+2.78%

Winner

AVRE

+3.19%

Max(CAGR)

JCPI

+2.78%

Winner

AVRE

+3.19%

JCPI vs AVRE - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JCPI	AVRE
2026	+1.11%	+12.97%
2025	+7.53%	+9.20%
2024	+4.86%	+0.27%
2023	+4.54%	+8.83%
2022	-5.52%	-23.13%
2021	N/A	+13.16%

JCPI vs AVRE Drawdown Comparison

The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.

The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.

The current JCPI drawdown is -1.03%. The current AVRE drawdown is -0.16%.

Rank	JCPI	AVRE
#1	-7.85% Aug 1, 2022 - May 15, 2024	-32.47% Dec 31, 2021 - Apr 17, 2026
#2	-3.11% May 27, 2022 - Jul 29, 2022	-4.18% Nov 24, 2021 - Dec 8, 2021
#3	-2.77% Apr 3, 2025 - Jun 27, 2025	-3.04% May 6, 2026 - Jun 12, 2026
#4	-2.41% Sep 24, 2024 - Feb 20, 2025	-2.56% Jun 12, 2026 - Jun 26, 2026
#5	-2.04% Apr 11, 2022 - May 27, 2022	-2.32% Apr 20, 2026 - May 6, 2026
#6	-1.60% Feb 27, 2026 - Apr 14, 2026	-2.15% Jun 26, 2026 - Jul 16, 2026
#7	-1.35% May 1, 2026 - Jun 23, 2026	-1.35% Nov 3, 2021 - Nov 24, 2021
#8	-1.00% Jun 5, 2024 - Jun 20, 2024	-1.06% Dec 8, 2021 - Dec 15, 2021
#9	-0.90% Oct 22, 2025 - Feb 10, 2026	-0.97% Oct 28, 2021 - Nov 3, 2021
#10	-0.83% Mar 3, 2025 - Mar 28, 2025	-0.76% Dec 15, 2021 - Dec 22, 2021
#11	-0.76% May 16, 2024 - Jun 3, 2024	-0.73% Oct 7, 2021 - Oct 12, 2021
#12	-0.61% Aug 5, 2024 - Aug 21, 2024	-0.41% Jul 17, 2026 - Jul 20, 2026
#13	-0.57% Sep 11, 2025 - Oct 14, 2025	-0.14% Oct 4, 2021 - Oct 6, 2021
#14	-0.51% Jul 16, 2024 - Jul 31, 2024	-0.07% Oct 15, 2021 - Oct 19, 2021
#15	-0.48% Aug 28, 2024 - Sep 6, 2024	-0.07% Dec 22, 2021 - Dec 27, 2021