JELM vs CPII
Comparison between JANUS HENDERSON EQUITY LINKED MODERATE INCOME ETF (JELM, ETF) and AMERICAN BEACON IONIC INFLATION PROTECTION ETF (CPII, ETF).
JELM vs CPII - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JELM
$12M
CPII
$12M
Expense Ratio
Winner
JELM
0.59%
CPII
0.70%
Max Drawdown
Winner
JELM
0.69%
CPII
8.59%
Sharpe Ratio
JELM
-0.04
Winner
CPII
0.28
5Y Beta
JELM
0.05
Winner
CPII
0.01
JELM vs CPII - Historical Returns
Returns include dividend reinvestment.
1M
JELM
+0.18%
Winner
CPII
+0.83%
3M
JELM
N/A
CPII
+2.98%
6M
JELM
N/A
CPII
+3.74%
1Y
JELM
N/A
CPII
+4.58%
Max(CAGR)
JELM
+3.51%
Winner
CPII
+4.05%
JELM vs CPII - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JELM | CPII |
|---|---|---|
| 2026 | +0.45% | +4.24% |
| 2025 | N/A | +2.66% |
| 2024 | N/A | +5.97% |
| 2023 | N/A | +2.67% |
| 2022 | N/A | +1.22% |
JELM vs CPII Drawdown Comparison
The maximum drawdown for JELM was -0.69%, occurring on Apr 27, 2026. Recovery took 6 trading sessions.
The maximum drawdown for CPII was -6.40%, occurring on Jan 18, 2023. Recovery took 230 trading sessions.
The current JELM drawdown is -0.66%. The current CPII drawdown is -0.51%.
| Rank | JELM | CPII |
|---|---|---|
| #1 | -0.69% Apr 23, 2026 - May 1, 2026 | -6.40% Oct 24, 2022 - Sep 25, 2023 |
| #2 | -0.66% May 29, 2026 - Jun 8, 2026 | -4.39% Oct 19, 2023 - Apr 10, 2024 |
| #3 | -0.20% May 6, 2026 - May 12, 2026 | -4.18% Aug 24, 2022 - Oct 20, 2022 |
| #4 | -0.14% May 19, 2026 - May 26, 2026 | -3.99% Apr 25, 2024 - Nov 6, 2024 |
| #5 | -0.10% May 1, 2026 - May 6, 2026 | -1.62% Mar 20, 2026 - Apr 24, 2026 |
| #6 | -0.09% May 12, 2026 - May 14, 2026 | -1.62% Jul 8, 2022 - Jul 19, 2022 |
| #7 | -0.06% May 14, 2026 - May 18, 2026 | -1.46% May 21, 2025 - Jul 15, 2025 |
| #8 | -0.02% May 27, 2026 - May 29, 2026 | -1.31% Sep 2, 2025 - Mar 6, 2026 |
| #9 | N/A | -1.27% Feb 12, 2025 - Mar 27, 2025 |
| #10 | N/A | -1.21% Jul 29, 2022 - Aug 18, 2022 |
| #11 | N/A | -1.18% Nov 6, 2024 - Dec 23, 2024 |
| #12 | N/A | -1.15% Apr 9, 2025 - Apr 28, 2025 |
| #13 | N/A | -1.13% May 9, 2025 - May 15, 2025 |
| #14 | N/A | -1.03% Jan 14, 2025 - Feb 12, 2025 |
| #15 | N/A | -0.99% Mar 27, 2025 - Apr 9, 2025 |
Correlation
Correlation between JELM and CPII is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.46
-101
Dividend Comparison (2022 - 2026)
JELM vs CPII dividend yield comparison.
| Year | JELM | CPII |
|---|---|---|
| 2026 | 0.29% | 1.91% |
| 2025 | 0.00% | 4.20% |
| 2024 | 0.00% | 5.47% |
| 2023 | 0.00% | 5.86% |
| 2022 | 0.00% | 2.21% |
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