JCPI vs BGDV
Comparison between JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF) and BAHL & GAYNOR DIVIDEND ETF (BGDV, ETF).
JCPI vs BGDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCPI
$777M
Winner
BGDV
$781M
Expense Ratio
Winner
JCPI
0.25%
BGDV
0.45%
Max Drawdown
Winner
JCPI
10.91%
BGDV
15.07%
Sharpe Ratio
JCPI
0.34
Winner
BGDV
1.61
5Y Beta
Winner
JCPI
0.03
BGDV
0.76
P/E Ratio
JCPI
N/A
BGDV
26.57
Forward P/E
JCPI
N/A
BGDV
20.94
PEG Ratio
JCPI
N/A
BGDV
0.50
5Y EPS CAGR
JCPI
N/A
BGDV
25.19%
P/S Ratio
JCPI
N/A
BGDV
2.57
P/B Ratio
JCPI
N/A
BGDV
5.12
JCPI vs BGDV - Historical Returns
Returns include dividend reinvestment.
1M
JCPI
-0.69%
Winner
BGDV
+0.24%
3M
JCPI
+0.25%
Winner
BGDV
+5.01%
6M
JCPI
+0.90%
Winner
BGDV
+10.01%
1Y
JCPI
+4.81%
Winner
BGDV
+23.67%
5Y(CAGR)
JCPI
+2.91%
BGDV
N/A
Max(CAGR)
JCPI
+2.91%
Winner
BGDV
+15.17%
JCPI vs BGDV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JCPI | BGDV |
|---|---|---|
| 2026 | +1.29% | +9.63% |
| 2025 | +7.53% | +13.71% |
| 2024 | +4.86% | -1.86% |
| 2023 | +4.54% | N/A |
| 2022 | -5.52% | N/A |
JCPI vs BGDV Drawdown Comparison
The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.
The maximum drawdown for BGDV was -14.80%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The current JCPI drawdown is -0.85%. The current BGDV drawdown is -1.41%.
| Rank | JCPI | BGDV |
|---|---|---|
| #1 | -7.85% Aug 1, 2022 - May 15, 2024 | -14.80% Jan 24, 2025 - Jul 1, 2025 |
| #2 | -3.11% May 27, 2022 - Jul 29, 2022 | -8.40% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -2.77% Apr 3, 2025 - Jun 27, 2025 | -4.50% Dec 16, 2024 - Jan 21, 2025 |
| #4 | -2.41% Sep 24, 2024 - Feb 20, 2025 | -3.14% Oct 8, 2025 - Nov 25, 2025 |
| #5 | -2.04% Apr 11, 2022 - May 27, 2022 | -2.86% Jul 25, 2025 - Aug 13, 2025 |
| #6 | -1.60% Feb 27, 2026 - Apr 14, 2026 | -2.73% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -1.00% Jun 5, 2024 - Jun 20, 2024 | -1.68% Jan 16, 2026 - Jan 22, 2026 |
| #8 | -0.99% May 1, 2026 - May 22, 2026 | -1.64% Sep 11, 2025 - Oct 1, 2025 |
| #9 | -0.90% Oct 22, 2025 - Feb 10, 2026 | -1.62% May 14, 2026 - May 26, 2026 |
| #10 | -0.83% Mar 3, 2025 - Mar 28, 2025 | -1.55% Jul 3, 2025 - Jul 17, 2025 |
| #11 | -0.76% May 16, 2024 - Jun 3, 2024 | -1.42% May 6, 2026 - May 14, 2026 |
| #12 | -0.61% Aug 5, 2024 - Aug 21, 2024 | -1.41% Jun 4, 2026 - Jun 5, 2026 |
| #13 | -0.57% Sep 11, 2025 - Oct 14, 2025 | -1.14% Nov 28, 2025 - Dec 10, 2025 |
| #14 | -0.51% Jul 16, 2024 - Jul 31, 2024 | -0.81% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -0.48% Aug 28, 2024 - Sep 6, 2024 | -0.76% Aug 22, 2025 - Sep 4, 2025 |
Correlation
Correlation between JCPI and BGDV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2022 - 2026)
JCPI vs BGDV dividend yield comparison.
| Year | JCPI | BGDV |
|---|---|---|
| 2026 | 1.64% | 0.36% |
| 2025 | 3.93% | 1.13% |
| 2024 | 3.98% | 0.09% |
| 2023 | 3.45% | 0.00% |
| 2022 | 3.29% | 0.00% |
Select Stocks to Compare
Popular: JCPI vs SPYBGDV vs SPY
More Comparisons
Compare with similar stocks