JCPI vs XTL

Comparison between JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF) and STATE STREET(R) SPDR(R) S&P(R) TELECOM ETF (XTL, ETF).

JCPI vs XTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JCPI(ETF)	XTL(ETF)
Net Assets	$777M	$782M
Expense Ratio	0.25%	0.35%
Max Drawdown	10.91%	38.49%
Sharpe Ratio	0.34	2.66
5Y Beta	0.03	1.23
P/E Ratio	N/A	524.12
Forward P/E	N/A	22.39
PEG Ratio	N/A	-0.02
5Y Dividends CAGR	N/A	18.99%
5Y EPS CAGR	N/A	8.60%
Debt to Equity	N/A	145.98%
P/S Ratio	N/A	2.67
P/B Ratio	N/A	3.90

Net Assets

JCPI

$777M

Winner

XTL

$782M

Expense Ratio

Winner

JCPI

0.25%

XTL

0.35%

Max Drawdown

Winner

JCPI

10.91%

XTL

38.49%

Sharpe Ratio

JCPI

0.34

Winner

XTL

2.66

5Y Beta

Winner

JCPI

0.03

XTL

1.23

P/E Ratio

JCPI

N/A

XTL

524.12

Forward P/E

JCPI

N/A

XTL

22.39

PEG Ratio

JCPI

N/A

XTL

-0.02

5Y Dividends CAGR

JCPI

N/A

XTL

18.99%

5Y EPS CAGR

JCPI

N/A

XTL

8.60%

Debt to Equity

JCPI

N/A

XTL

145.98%

P/S Ratio

JCPI

N/A

XTL

2.67

P/B Ratio

JCPI

N/A

XTL

3.90

JCPI vs XTL - Historical Returns

Returns include dividend reinvestment.

Period	JCPI	XTL
1 month	-0.69%	-0.43%
3 months	+0.25%	+20.40%
6 months	+0.90%	+50.61%
1 year	+4.81%	+117.97%
5 years(CAGR)	+2.91%	+18.60%
10 years(CAGR)	N/A	+15.83%
Max(CAGR)	+2.91%	+11.52%

JCPI

-0.69%

Winner

XTL

-0.43%

JCPI

+0.25%

Winner

XTL

+20.40%

JCPI

+0.90%

Winner

XTL

+50.61%

JCPI

+4.81%

Winner

XTL

+117.97%

5Y(CAGR)

JCPI

+2.91%

Winner

XTL

+18.60%

10Y(CAGR)

JCPI

N/A

XTL

+15.83%

Max(CAGR)

JCPI

+2.91%

Winner

XTL

+11.52%

JCPI vs XTL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	JCPI	XTL
2026	+1.29%	+45.28%
2025	+7.53%	+44.22%
2024	+4.86%	+35.20%
2023	+4.54%	-1.97%
2022	-5.52%	-19.65%
2021	N/A	+22.57%
2020	N/A	+21.82%
2019	N/A	+11.32%
2018	N/A	-7.76%
2017	N/A	-0.84%
2016	N/A	+27.75%
2015	N/A	-1.44%
2014	N/A	+6.09%
2013	N/A	+19.36%
2012	N/A	+8.50%
2011	N/A	-17.98%

JCPI vs XTL Drawdown Comparison

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

The maximum drawdown for XTL was -37.00%, occurring on Oct 27, 2023. Recovery took 830 trading sessions.

The current JCPI drawdown is -0.85%. The current XTL drawdown is -8.51%.

Rank	JCPI	XTL
#1	-7.85% Aug 1, 2022 - May 15, 2024	-37.00% Jun 25, 2021 - Oct 14, 2024
#2	-3.11% May 27, 2022 - Jul 29, 2022	-32.28% Feb 14, 2011 - Sep 18, 2013
#3	-2.77% Apr 3, 2025 - Jun 27, 2025	-31.56% Aug 29, 2018 - Jul 29, 2020
#4	-2.41% Sep 24, 2024 - Feb 20, 2025	-22.79% Feb 10, 2025 - Jun 24, 2025
#5	-2.04% Apr 11, 2022 - May 27, 2022	-21.87% Jun 18, 2015 - Jul 11, 2016
#6	-1.60% Feb 27, 2026 - Apr 14, 2026	-15.25% Aug 7, 2020 - Nov 23, 2020
#7	-1.00% Jun 5, 2024 - Jun 20, 2024	-14.70% Oct 31, 2025 - Dec 10, 2025
#8	-0.99% May 1, 2026 - May 22, 2026	-14.67% Sep 11, 2014 - Dec 22, 2014
#9	-0.90% Oct 22, 2025 - Feb 10, 2026	-10.98% Jun 6, 2017 - Mar 9, 2018
#10	-0.83% Mar 3, 2025 - Mar 28, 2025	-10.03% Feb 12, 2021 - May 27, 2021
#11	-0.76% May 16, 2024 - Jun 3, 2024	-9.94% Dec 11, 2025 - Jan 6, 2026
#12	-0.61% Aug 5, 2024 - Aug 21, 2024	-8.67% Mar 12, 2018 - Jun 14, 2018
#13	-0.57% Sep 11, 2025 - Oct 14, 2025	-8.51% Jun 2, 2026 - Jun 5, 2026
#14	-0.51% Jul 16, 2024 - Jul 31, 2024	-8.07% Apr 2, 2014 - Sep 11, 2014
#15	-0.48% Aug 28, 2024 - Sep 6, 2024	-8.05% Mar 25, 2026 - Apr 2, 2026

Correlation

Correlation between JCPI and XTL is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2011 - 2026)

JCPI vs XTL dividend yield comparison.

Year	JCPI	XTL
2026	1.64%	0.28%
2025	3.93%	1.05%
2024	3.98%	0.62%
2023	3.45%	0.80%
2022	3.29%	0.74%
2021	0.00%	1.25%
2020	0.00%	0.88%
2019	0.00%	0.92%
2018	0.00%	1.90%
2017	0.00%	2.08%
2016	0.00%	1.11%
2015	0.00%	1.38%
2014	0.00%	1.03%
2013	0.00%	0.45%
2012	0.00%	3.16%
2011	0.00%	0.80%