JCPI vs PTL
Comparison between JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF) and INSPIRE 500 ETF (PTL, ETF).
JCPI vs PTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JCPI
$845M
PTL
$843M
Expense Ratio
JCPI
0.25%
Winner
PTL
0.09%
Max Drawdown
Winner
JCPI
10.91%
PTL
20.02%
Sharpe Ratio
JCPI
0.43
Winner
PTL
1.42
5Y Beta
Winner
JCPI
0.03
PTL
1.00
P/E Ratio
JCPI
N/A
PTL
33.29
Forward P/E
JCPI
N/A
PTL
21.62
5Y EPS CAGR
JCPI
N/A
PTL
19.45%
P/S Ratio
JCPI
N/A
PTL
3.32
P/B Ratio
JCPI
N/A
PTL
4.52
JCPI vs PTL - Historical Returns
Returns include dividend reinvestment.
1M
JCPI
-0.47%
Winner
PTL
+1.67%
3M
JCPI
+0.56%
Winner
PTL
+12.09%
6M
JCPI
+1.13%
Winner
PTL
+12.84%
1Y
JCPI
+4.86%
Winner
PTL
+26.99%
5Y(CAGR)
JCPI
+2.92%
PTL
N/A
Max(CAGR)
JCPI
+2.92%
Winner
PTL
+18.49%
JCPI vs PTL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JCPI | PTL |
|---|---|---|
| 2026 | +1.41% | +13.81% |
| 2025 | +7.53% | +17.88% |
| 2024 | +4.86% | +7.90% |
| 2023 | +4.54% | N/A |
| 2022 | -5.52% | N/A |
JCPI vs PTL Drawdown Comparison
The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.
The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current JCPI drawdown is -0.74%. The current PTL drawdown is -3.10%.
| Rank | JCPI | PTL |
|---|---|---|
| #1 | -7.85% Aug 1, 2022 - May 15, 2024 | -19.72% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -3.11% May 27, 2022 - Jul 29, 2022 | -7.57% Feb 11, 2026 - Apr 13, 2026 |
| #3 | -2.77% Apr 3, 2025 - Jun 27, 2025 | -7.33% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -2.41% Sep 24, 2024 - Feb 20, 2025 | -6.43% Oct 27, 2025 - Dec 5, 2025 |
| #5 | -2.04% Apr 11, 2022 - May 27, 2022 | -6.40% Mar 28, 2024 - Jul 11, 2024 |
| #6 | -1.60% Feb 27, 2026 - Apr 14, 2026 | -6.28% Nov 29, 2024 - Jan 21, 2025 |
| #7 | -1.00% Jun 5, 2024 - Jun 20, 2024 | -5.99% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.99% May 1, 2026 - May 22, 2026 | -5.30% Dec 11, 2025 - Jan 15, 2026 |
| #9 | -0.90% Oct 22, 2025 - Feb 10, 2026 | -4.87% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -0.83% Mar 3, 2025 - Mar 28, 2025 | -3.94% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -0.76% May 16, 2024 - Jun 3, 2024 | -3.72% Oct 8, 2025 - Oct 27, 2025 |
| #12 | -0.61% Aug 5, 2024 - Aug 21, 2024 | -3.45% Jan 16, 2026 - Feb 9, 2026 |
| #13 | -0.57% Sep 11, 2025 - Oct 14, 2025 | -2.80% Jan 23, 2025 - Feb 18, 2025 |
| #14 | -0.51% Jul 16, 2024 - Jul 31, 2024 | -2.79% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -0.48% Aug 28, 2024 - Sep 6, 2024 | -2.60% Jul 25, 2025 - Aug 12, 2025 |
Correlation
Correlation between JCPI and PTL is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2026)
JCPI vs PTL dividend yield comparison.
| Year | JCPI | PTL |
|---|---|---|
| 2026 | 1.64% | 0.31% |
| 2025 | 3.93% | 1.24% |
| 2024 | 3.98% | 0.92% |
| 2023 | 3.45% | 0.00% |
| 2022 | 3.29% | 0.00% |
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