JPEM vs SCD

Comparison between JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF) and LMP Capital and Income Fund Inc (SCD, ETF).

5-Year PerformanceSCD has outperformed JPEM, delivering a return of +12.4% compared to +5.5%

JPEM vs SCD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPEM(ETF)	SCD(ETF)
Net Assets	$390M	$391M
Expense Ratio	0.44%	N/A
Max Drawdown	43.82%	71.26%
Sharpe Ratio	1.10	0.02
5Y Beta	0.53	0.70
5Y Dividends CAGR	12.48%	-0.89%

Net Assets

JPEM

$390M

Winner

SCD

$391M

Expense Ratio

JPEM

0.44%

SCD

N/A

Max Drawdown

Winner

JPEM

43.82%

SCD

71.26%

Sharpe Ratio

Winner

JPEM

1.10

SCD

0.02

5Y Beta

Winner

JPEM

0.53

SCD

0.70

5Y Dividends CAGR

Winner

JPEM

12.48%

SCD

-0.89%

JPEM vs SCD - Historical Returns

Returns include dividend reinvestment.

Period	JPEM	SCD
1 month	-3.07%	+2.04%
3 months	+0.22%	+0.90%
6 months	+6.35%	+7.70%
1 year	+18.40%	+2.66%
5 years(CAGR)	+5.46%	+12.37%
10 years(CAGR)	+7.50%	+12.95%
Max(CAGR)	+5.49%	+10.54%

JPEM

-3.07%

Winner

SCD

+2.04%

JPEM

+0.22%

Winner

SCD

+0.90%

JPEM

+6.35%

Winner

SCD

+7.70%

Winner

JPEM

+18.40%

SCD

+2.66%

5Y(CAGR)

JPEM

+5.46%

Winner

SCD

+12.37%

10Y(CAGR)

JPEM

+7.50%

Winner

SCD

+12.95%

Max(CAGR)

JPEM

+5.49%

Winner

SCD

+10.54%

JPEM vs SCD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	JPEM	SCD
2026	+3.76%	+7.33%
2025	+23.12%	-3.02%
2024	+4.67%	+35.16%
2023	+10.68%	+29.22%
2022	-9.65%	-9.76%
2021	+7.76%	+49.78%
2020	-1.85%	-14.24%
2019	+15.56%	+54.20%
2018	-11.95%	-16.35%
2017	+27.87%	+14.05%
2016	+18.19%	+19.04%
2015	-17.70%	-20.57%
2014	N/A	+41.83%
2013	N/A	+21.76%
2012	N/A	+18.16%
2011	N/A	+5.52%
2010	N/A	+25.57%
2009	N/A	+34.05%
2008	N/A	-46.26%
2007	N/A	+12.29%
2006	N/A	+22.67%
2005	N/A	+12.66%
2004	N/A	-3.53%

JPEM vs SCD Drawdown Comparison

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

The maximum drawdown for SCD was -62.30%, occurring on Nov 20, 2008. Recovery took 841 trading sessions.

The current JPEM drawdown is -5.55%. The current SCD drawdown is -1.73%.

Rank	JPEM	SCD
#1	-40.21% Jan 26, 2018 - Apr 28, 2021	-62.30% Dec 26, 2007 - Apr 28, 2011
#2	-34.10% Apr 28, 2015 - Jul 14, 2017	-60.76% Jan 16, 2020 - Apr 26, 2021
#3	-21.58% Feb 16, 2022 - Mar 7, 2024	-37.83% Jul 25, 2014 - Apr 24, 2017
#4	-14.31% Oct 7, 2024 - Jun 10, 2025	-27.12% Oct 2, 2018 - Apr 23, 2019
#5	-10.32% Feb 25, 2026 - Mar 20, 2026	-23.76% Mar 4, 2004 - Jul 5, 2005
#6	-8.08% Sep 13, 2021 - Feb 16, 2022	-23.38% Dec 31, 2021 - Jul 18, 2023
#7	-6.92% May 17, 2024 - Sep 24, 2024	-21.81% Jan 24, 2025 - Feb 6, 2026
#8	-6.45% Feb 13, 2015 - Apr 2, 2015	-19.99% May 20, 2011 - Feb 7, 2012
#9	-5.67% Jun 10, 2021 - Sep 7, 2021	-15.50% May 20, 2013 - Mar 31, 2014
#10	-4.06% Nov 22, 2017 - Dec 28, 2017	-14.49% Jan 26, 2018 - Aug 20, 2018
#11	-3.98% Jan 23, 2015 - Feb 13, 2015	-13.63% Oct 1, 2012 - Jan 4, 2013
#12	-3.40% Jan 28, 2026 - Feb 11, 2026	-12.99% Jul 16, 2007 - Dec 26, 2007
#13	-3.40% Apr 9, 2024 - May 2, 2024	-10.85% Aug 31, 2023 - Nov 20, 2023
#14	-3.19% May 7, 2021 - May 26, 2021	-9.92% Mar 27, 2012 - Jul 17, 2012
#15	-3.08% Sep 11, 2017 - Oct 11, 2017	-9.01% Sep 9, 2005 - Jan 25, 2006

Correlation

Correlation between JPEM and SCD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2004 - 2026)

JPEM vs SCD dividend yield comparison.

Year	JPEM	SCD
2026	0.41%	3.89%
2025	4.65%	9.56%
2024	5.12%	7.88%
2023	4.46%	8.56%
2022	4.71%	12.96%
2021	4.40%	10.27%
2020	2.85%	10.21%
2019	3.47%	7.98%
2018	2.79%	11.61%
2017	2.14%	8.89%
2016	1.28%	9.33%
2015	3.22%	9.05%
2014	0.00%	30.55%
2013	0.00%	7.09%
2012	0.00%	8.32%
2011	0.00%	6.96%
2010	0.00%	4.34%
2009	0.00%	5.03%
2008	0.00%	30.79%
2007	0.00%	17.45%
2006	0.00%	10.24%
2005	0.00%	13.91%
2004	0.00%	9.10%