JPEM vs FLTB

Comparison between JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF) and FIDELITY LIMITED TERM BOND ETF (FLTB, ETF).

5-Year PerformanceJPEM has outperformed FLTB, delivering a return of +5.5% compared to +2.2%

JPEM vs FLTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPEM(ETF)	FLTB(ETF)
Net Assets	$390M	$389M
Expense Ratio	0.44%	0.25%
Max Drawdown	43.82%	11.00%
Sharpe Ratio	1.10	0.21
5Y Beta	0.53	0.01
5Y Dividends CAGR	12.48%	32.39%

Net Assets

Winner

JPEM

$390M

FLTB

$389M

Expense Ratio

JPEM

0.44%

Winner

FLTB

0.25%

Max Drawdown

JPEM

43.82%

Winner

FLTB

11.00%

Sharpe Ratio

Winner

JPEM

1.10

FLTB

0.21

5Y Beta

JPEM

0.53

Winner

FLTB

0.01

5Y Dividends CAGR

JPEM

12.48%

Winner

FLTB

32.39%

JPEM vs FLTB - Historical Returns

Returns include dividend reinvestment.

Period	JPEM	FLTB
1 month	-3.07%	+0.07%
3 months	+0.22%	-0.00%
6 months	+6.35%	+0.94%
1 year	+18.40%	+4.25%
5 years(CAGR)	+5.46%	+2.21%
10 years(CAGR)	+7.50%	+2.45%
Max(CAGR)	+5.49%	+2.40%

JPEM

-3.07%

Winner

FLTB

+0.07%

Winner

JPEM

+0.22%

FLTB

-0.00%

Winner

JPEM

+6.35%

FLTB

+0.94%

Winner

JPEM

+18.40%

FLTB

+4.25%

5Y(CAGR)

Winner

JPEM

+5.46%

FLTB

+2.21%

10Y(CAGR)

Winner

JPEM

+7.50%

FLTB

+2.45%

Max(CAGR)

Winner

JPEM

+5.49%

FLTB

+2.40%

JPEM vs FLTB - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	JPEM	FLTB
2026	+3.76%	+0.49%
2025	+23.12%	+6.52%
2024	+4.67%	+5.22%
2023	+10.68%	+5.83%
2022	-9.65%	-5.69%
2021	+7.76%	-1.20%
2020	-1.85%	+5.47%
2019	+15.56%	+5.93%
2018	-11.95%	+1.24%
2017	+27.87%	+2.10%
2016	+18.19%	+2.11%
2015	-17.70%	+0.83%
2014	N/A	-0.07%

JPEM vs FLTB Drawdown Comparison

The maximum drawdown for JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.

The maximum drawdown for FLTB was -9.37%, occurring on Oct 20, 2022. Recovery took 838 trading sessions.

The current JPEM drawdown is -5.55%. The current FLTB drawdown is -0.48%.

Rank	JPEM	FLTB
#1	-40.21% Jan 26, 2018 - Apr 28, 2021	-9.37% Feb 11, 2021 - Jun 12, 2024
#2	-34.10% Apr 28, 2015 - Jul 14, 2017	-8.20% Mar 5, 2020 - May 29, 2020
#3	-21.58% Feb 16, 2022 - Mar 7, 2024	-1.98% Aug 4, 2016 - May 17, 2017
#4	-14.31% Oct 7, 2024 - Jun 10, 2025	-1.76% Sep 7, 2017 - Dec 18, 2018
#5	-10.32% Feb 25, 2026 - Mar 20, 2026	-1.63% Oct 15, 2015 - Mar 17, 2016
#6	-8.08% Sep 13, 2021 - Feb 16, 2022	-1.52% Feb 23, 2026 - Mar 26, 2026
#7	-6.92% May 17, 2024 - Sep 24, 2024	-1.36% Apr 3, 2025 - Apr 28, 2025
#8	-6.45% Feb 13, 2015 - Apr 2, 2015	-1.19% Apr 27, 2015 - Oct 2, 2015
#9	-5.67% Jun 10, 2021 - Sep 7, 2021	-1.09% Oct 1, 2024 - Jan 27, 2025
#10	-4.06% Nov 22, 2017 - Dec 28, 2017	-1.08% Oct 15, 2014 - Jan 15, 2015
#11	-3.98% Jan 23, 2015 - Feb 13, 2015	-0.96% Feb 2, 2015 - Apr 1, 2015
#12	-3.40% Jan 28, 2026 - Feb 11, 2026	-0.85% Sep 4, 2019 - Oct 2, 2019
#13	-3.40% Apr 9, 2024 - May 2, 2024	-0.59% Apr 30, 2025 - May 30, 2025
#14	-3.19% May 7, 2021 - May 26, 2021	-0.55% Oct 4, 2019 - Dec 3, 2019
#15	-3.08% Sep 11, 2017 - Oct 11, 2017	-0.51% May 6, 2016 - Jun 3, 2016

Correlation

Correlation between JPEM and FLTB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2014 - 2026)

JPEM vs FLTB dividend yield comparison.

Year	JPEM	FLTB
2026	0.41%	1.80%
2025	4.65%	4.31%
2024	5.12%	4.11%
2023	4.46%	3.20%
2022	4.71%	1.63%
2021	4.40%	0.89%
2020	2.85%	1.56%
2019	3.47%	2.67%
2018	2.79%	2.50%
2017	2.14%	1.78%
2016	1.28%	1.59%
2015	3.22%	1.63%
2014	0.00%	0.35%