JCPI vs VFVA
Comparison between JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF) and VANGUARD U.S. VALUE FACTOR ETF ETF SHARES (VFVA, ETF).
JCPI vs VFVA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JCPI
$847M
VFVA
$845M
Expense Ratio
JCPI
0.25%
Winner
VFVA
0.13%
Max Drawdown
Winner
JCPI
10.91%
VFVA
50.67%
Sharpe Ratio
JCPI
-0.18
Winner
VFVA
1.63
5Y Beta
Winner
JCPI
0.03
VFVA
0.89
P/E Ratio
JCPI
N/A
VFVA
44.19
Forward P/E
JCPI
N/A
VFVA
10.74
5Y Dividends CAGR
JCPI
N/A
VFVA
12.25%
5Y EPS CAGR
JCPI
N/A
VFVA
6.87%
Debt to Equity
JCPI
N/A
VFVA
30.40%
P/S Ratio
JCPI
N/A
VFVA
0.74
P/B Ratio
JCPI
N/A
VFVA
1.51
JCPI vs VFVA - Historical Returns
Returns include dividend reinvestment.
1M
JCPI
+0.18%
Winner
VFVA
+6.86%
3M
JCPI
-0.47%
Winner
VFVA
+8.06%
6M
JCPI
+1.13%
Winner
VFVA
+12.01%
1Y
JCPI
+3.07%
Winner
VFVA
+31.10%
5Y(CAGR)
JCPI
+2.78%
Winner
VFVA
+12.17%
10Y(CAGR)
JCPI
N/A
VFVA
+11.06%
Max(CAGR)
JCPI
+2.78%
Winner
VFVA
+11.06%
JCPI vs VFVA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JCPI | VFVA |
|---|---|---|
| 2026 | +1.11% | +16.51% |
| 2025 | +7.53% | +14.87% |
| 2024 | +4.86% | +7.29% |
| 2023 | +4.54% | +17.94% |
| 2022 | -5.52% | -5.31% |
| 2021 | N/A | +38.41% |
| 2020 | N/A | +2.38% |
| 2019 | N/A | +23.22% |
| 2018 | N/A | -15.60% |
JCPI vs VFVA Drawdown Comparison
The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.
The maximum drawdown for VFVA was -48.55%, occurring on Mar 23, 2020. Recovery took 560 trading sessions.
The current JCPI drawdown is -1.03%. The current VFVA drawdown is -0.89%.
| Rank | JCPI | VFVA |
|---|---|---|
| #1 | -7.85% Aug 1, 2022 - May 15, 2024 | -48.55% Sep 20, 2018 - Dec 10, 2020 |
| #2 | -3.11% May 27, 2022 - Jul 29, 2022 | -24.07% Nov 25, 2024 - Aug 22, 2025 |
| #3 | -2.77% Apr 3, 2025 - Jun 27, 2025 | -20.18% Mar 29, 2022 - Feb 1, 2023 |
| #4 | -2.41% Sep 24, 2024 - Feb 20, 2025 | -17.03% Feb 2, 2023 - Dec 13, 2023 |
| #5 | -2.04% Apr 11, 2022 - May 27, 2022 | -9.52% Jun 8, 2021 - Oct 20, 2021 |
| #6 | -1.60% Feb 27, 2026 - Apr 14, 2026 | -9.09% Jul 31, 2024 - Oct 16, 2024 |
| #7 | -1.35% May 1, 2026 - Jun 23, 2026 | -8.55% Feb 6, 2026 - Apr 20, 2026 |
| #8 | -1.00% Jun 5, 2024 - Jun 20, 2024 | -8.29% Nov 12, 2021 - Jan 4, 2022 |
| #9 | -0.90% Oct 22, 2025 - Feb 10, 2026 | -7.43% Jan 14, 2022 - Mar 29, 2022 |
| #10 | -0.83% Mar 3, 2025 - Mar 28, 2025 | -7.16% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -0.76% May 16, 2024 - Jun 3, 2024 | -6.35% Mar 12, 2018 - May 17, 2018 |
| #12 | -0.61% Aug 5, 2024 - Aug 21, 2024 | -5.35% Mar 15, 2021 - Apr 16, 2021 |
| #13 | -0.57% Sep 11, 2025 - Oct 14, 2025 | -5.31% Oct 3, 2025 - Nov 25, 2025 |
| #14 | -0.51% Jul 16, 2024 - Jul 31, 2024 | -4.79% Jan 14, 2021 - Feb 5, 2021 |
| #15 | -0.48% Aug 28, 2024 - Sep 6, 2024 | -4.72% Dec 26, 2023 - Jan 30, 2024 |
Correlation
Correlation between JCPI and VFVA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2018 - 2026)
JCPI vs VFVA dividend yield comparison.
| Year | JCPI | VFVA |
|---|---|---|
| 2026 | 2.24% | 0.91% |
| 2025 | 3.93% | 2.13% |
| 2024 | 3.98% | 2.40% |
| 2023 | 3.45% | 2.45% |
| 2022 | 3.29% | 2.21% |
| 2021 | 0.00% | 1.68% |
| 2020 | 0.00% | 2.04% |
| 2019 | 0.00% | 2.08% |
| 2018 | 0.00% | 1.65% |
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