JCPI vs REZ

Comparison between JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF) and ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF).

JCPI vs REZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JCPI(ETF)	REZ(ETF)
Net Assets	$845M	$844M
Expense Ratio	0.25%	0.48%
Max Drawdown	10.91%	70.29%
Sharpe Ratio	0.43	0.75
5Y Beta	0.03	0.38
P/E Ratio	N/A	40.26
Forward P/E	N/A	38.55
5Y Dividends CAGR	N/A	0.88%
5Y EPS CAGR	N/A	6.29%
Debt to Equity	N/A	51.17%
P/S Ratio	N/A	8.09
P/B Ratio	N/A	2.62

Net Assets

Winner

JCPI

$845M

REZ

$844M

Expense Ratio

Winner

JCPI

0.25%

REZ

0.48%

Max Drawdown

Winner

JCPI

10.91%

REZ

70.29%

Sharpe Ratio

JCPI

0.43

Winner

REZ

0.75

5Y Beta

Winner

JCPI

0.03

REZ

0.38

P/E Ratio

JCPI

N/A

REZ

40.26

Forward P/E

JCPI

N/A

REZ

38.55

5Y Dividends CAGR

JCPI

N/A

REZ

0.88%

5Y EPS CAGR

JCPI

N/A

REZ

6.29%

Debt to Equity

JCPI

N/A

REZ

51.17%

P/S Ratio

JCPI

N/A

REZ

8.09

P/B Ratio

JCPI

N/A

REZ

2.62

JCPI vs REZ - Historical Returns

Returns include dividend reinvestment.

Period	JCPI	REZ
1 month	-0.47%	+1.01%
3 months	+0.56%	+6.40%
6 months	+1.13%	+12.94%
1 year	+4.86%	+13.93%
5 years(CAGR)	+2.92%	+4.40%
10 years(CAGR)	N/A	+7.02%
Max(CAGR)	+2.92%	+7.18%

JCPI

-0.47%

Winner

REZ

+1.01%

JCPI

+0.56%

Winner

REZ

+6.40%

JCPI

+1.13%

Winner

REZ

+12.94%

JCPI

+4.86%

Winner

REZ

+13.93%

5Y(CAGR)

JCPI

+2.92%

Winner

REZ

+4.40%

10Y(CAGR)

JCPI

N/A

REZ

+7.02%

Max(CAGR)

JCPI

+2.92%

Winner

REZ

+7.18%

JCPI vs REZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	JCPI	REZ
2026	+1.41%	+12.25%
2025	+7.53%	+5.92%
2024	+4.86%	+11.32%
2023	+4.54%	+11.47%
2022	-5.52%	-27.56%
2021	N/A	+53.51%
2020	N/A	-5.33%
2019	N/A	+28.23%
2018	N/A	+4.66%
2017	N/A	+4.47%
2016	N/A	+4.24%
2015	N/A	+9.49%
2014	N/A	+35.31%
2013	N/A	-4.39%
2012	N/A	+12.79%
2011	N/A	+14.21%
2010	N/A	+33.25%
2009	N/A	+25.83%
2008	N/A	-23.84%
2007	N/A	-18.32%

JCPI vs REZ Drawdown Comparison

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

The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.

The current JCPI drawdown is -0.74%.

Rank	JCPI	REZ
#1	-7.85% Aug 1, 2022 - May 15, 2024	-66.88% May 30, 2007 - Apr 28, 2011
#2	-3.11% May 27, 2022 - Jul 29, 2022	-44.15% Feb 14, 2020 - Apr 20, 2021
#3	-2.77% Apr 3, 2025 - Jun 27, 2025	-35.03% Apr 20, 2022 - Feb 13, 2026
#4	-2.41% Sep 24, 2024 - Feb 20, 2025	-20.19% Jul 22, 2011 - Jan 25, 2012
#5	-2.04% Apr 11, 2022 - May 27, 2022	-20.10% May 21, 2013 - Aug 18, 2014
#6	-1.60% Feb 27, 2026 - Apr 14, 2026	-17.68% Jun 26, 2017 - Aug 15, 2018
#7	-1.00% Jun 5, 2024 - Jun 20, 2024	-15.17% Jul 22, 2016 - Jun 16, 2017
#8	-0.99% May 1, 2026 - May 22, 2026	-13.44% Jan 27, 2015 - Dec 28, 2015
#9	-0.90% Oct 22, 2025 - Feb 10, 2026	-12.69% Jan 5, 2016 - Mar 14, 2016
#10	-0.83% Mar 3, 2025 - Mar 28, 2025	-10.79% Dec 6, 2018 - Jan 29, 2019
#11	-0.76% May 16, 2024 - Jun 3, 2024	-10.37% Dec 31, 2021 - Mar 29, 2022
#12	-0.61% Aug 5, 2024 - Aug 21, 2024	-10.00% Oct 21, 2019 - Feb 14, 2020
#13	-0.57% Sep 11, 2025 - Oct 14, 2025	-8.76% Feb 17, 2026 - Apr 30, 2026
#14	-0.51% Jul 16, 2024 - Jul 31, 2024	-8.22% Sep 5, 2014 - Oct 23, 2014
#15	-0.48% Aug 28, 2024 - Sep 6, 2024	-7.79% Aug 17, 2018 - Nov 16, 2018

Correlation

Correlation between JCPI and REZ is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2007 - 2026)

JCPI vs REZ dividend yield comparison.

Year	JCPI	REZ
2026	1.64%	0.00%
2025	3.93%	2.74%
2024	3.98%	2.26%
2023	3.45%	2.94%
2022	3.29%	3.37%
2021	0.00%	1.81%
2020	0.00%	3.17%
2019	0.00%	2.90%
2018	0.00%	3.63%
2017	0.00%	3.57%
2016	0.00%	5.55%
2015	0.00%	3.18%
2014	0.00%	3.13%
2013	0.00%	3.92%
2012	0.00%	3.09%
2011	0.00%	3.12%
2010	0.00%	3.03%
2009	0.00%	3.83%
2008	0.00%	8.89%
2007	0.00%	4.58%