JPIB vs RWJ
Comparison between JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed JPIB, delivering a return of +11.3% compared to +2.7%
JPIB vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPIB
$2.10B
RWJ
$2.10B
Expense Ratio
JPIB
0.50%
Winner
RWJ
0.39%
Max Drawdown
Winner
JPIB
15.66%
RWJ
56.26%
Sharpe Ratio
JPIB
-0.21
Winner
RWJ
1.56
5Y Beta
Winner
JPIB
0.08
RWJ
1.02
P/E Ratio
JPIB
N/A
RWJ
52.03
Forward P/E
JPIB
N/A
RWJ
13.07
5Y Dividends CAGR
JPIB
9.54%
Winner
RWJ
23.39%
5Y EPS CAGR
JPIB
N/A
RWJ
9.02%
Debt to Equity
JPIB
N/A
RWJ
76.49%
P/S Ratio
JPIB
N/A
RWJ
0.38
P/B Ratio
JPIB
N/A
RWJ
1.64
JPIB vs RWJ - Holdings Comparison
JPIB and RWJ have 1 common holdings. Overlap is -0.24%
JPIB's top 25 holdings weight is 33.22%. RWJ's top 25 holdings weight is 24.63%.
| Rank | JPIB | RWJ |
|---|---|---|
| #1 | GERMANY (FEDERAL REPUBLIC OF) 2.1% (n/a) - 4.03% | WORLD KINECT CORP (WKC) - 2.70% |
| #2 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 3.58% | CARMAX INC (KMX) - 2.08% |
| #3 | CANADA (GOVERNMENT OF) 3% (n/a) - 3.54% | MANPOWERGROUP INC (MAN) - 1.93% |
| #4 | CANADA (GOVERNMENT OF) 1.25% (n/a) - 2.50% | UNITED NATURAL FOODS INC (UNFI) - 1.83% |
| #5 | CANADA (GOVERNMENT OF) 1% (n/a) - 2.44% | LINCOLN NATIONAL CORP (LNC) - 1.48% |
| #6 | BRAZIL (FEDERATIVE REPUBLIC) 10% (n/a) - 1.76% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.18% |
| #7 | AUSTRALIA (COMMONWEALTH OF) 1.25% (n/a) - 1.74% | KOHL'S CORP (KSS) - 1.16% |
| #8 | GERMANY (FEDERAL REPUBLIC OF) 2.9% (n/a) - 1.64% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.14% |
| #9 | SOUTH AFRICA (REPUBLIC OF) 9% (n/a) - 1.28% | n/a (DXC) - 0.95% |
| #10 | COLOMBIA (REPUBLIC OF) 13.25% (n/a) - 1.26% | MOHAWK INDUSTRIES INC (MHK) - 0.92% |
| #11 | SOUTH AFRICA (REPUBLIC OF) 8.5% (n/a) - 1.06% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 0.91% |
| #12 | UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.97% | AMENTUM HOLDINGS INC (AMTM) - 0.90% |
| #13 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 0.92% | LKQ CORP (LKQ) - 0.84% |
| #14 | CZECH (REPUBLIC OF) 4.9% (n/a) - 0.85% | ADIENT PLC (ADNT) - 0.79% |
| #15 | SECRETARIA DO TESOURO NACIONAL 6% (n/a) - 0.83% | INSIGHT ENTERPRISES INC (NSIT) - 0.73% |
| #16 | n/a (n/a) - 0.77% | CAESARS ENTERTAINMENT INC (CZR) - 0.72% |
| #17 | MEXICO (UNITED MEXICAN STATES) 7.75% (n/a) - 0.74% | JETBLUE AIRWAYS CORP (JBLU) - 0.71% |
| #18 | CANADA (GOVERNMENT OF) 2.5% (n/a) - 0.74% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.68% |
| #19 | COLLATERAL USD (n/a) - 0.62% | PAR PACIFIC HOLDINGS INC (PARR) - 0.63% |
| #20 | CAIXABANK S.A. 3.625% (n/a) - 0.59% | NEWELL BRANDS INC (NWL) - 0.61% |
| #21 | n/a (n/a) - 0.35% | PRICESMART INC (PSMT) - 0.35% |
| #22 | n/a (n/a) - 0.26% | ADT INC (ADT) - 0.35% |
| #23 | BARCLAYS PLC 4.973% (n/a) - 0.25% | POOL CORP (POOL) - 0.35% |
| #24 | EDP SA 4.625% (n/a) - 0.25% | F&G ANNUITIES & LIFE INC (FG) - 0.35% |
| #25 | n/a (n/a) - 0.25% | SCHNEIDER NATIONAL INC (SNDR) - 0.34% |
| Total Holdings | 901 | 522 |
JPIB vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
JPIB
+0.26%
Winner
RWJ
+1.13%
3M
JPIB
+0.91%
Winner
RWJ
+12.59%
6M
JPIB
-0.77%
Winner
RWJ
+15.10%
1Y
JPIB
+3.31%
Winner
RWJ
+35.58%
5Y(CAGR)
JPIB
+2.74%
Winner
RWJ
+11.32%
10Y(CAGR)
JPIB
+3.52%
Winner
RWJ
+13.41%
Max(CAGR)
JPIB
+3.52%
Winner
RWJ
+12.58%
JPIB vs RWJ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | JPIB | RWJ |
|---|---|---|
| 2026 | +0.68% | +25.82% |
| 2025 | +7.89% | +8.28% |
| 2024 | +4.07% | +11.98% |
| 2023 | +8.43% | +16.69% |
| 2022 | -6.51% | -12.27% |
| 2021 | +0.08% | +54.19% |
| 2020 | +6.99% | +21.02% |
| 2019 | +10.58% | +17.99% |
| 2018 | -1.93% | -18.19% |
| 2017 | +2.61% | +4.20% |
| 2016 | N/A | +32.88% |
| 2015 | N/A | -7.94% |
| 2014 | N/A | +7.70% |
| 2013 | N/A | +41.60% |
| 2012 | N/A | +16.48% |
| 2011 | N/A | -2.72% |
| 2010 | N/A | +22.38% |
| 2009 | N/A | +44.07% |
| 2008 | N/A | -27.28% |
JPIB vs RWJ Drawdown Comparison
The maximum drawdown for JPIB was -13.13%, occurring on Mar 19, 2020. Recovery took 95 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current JPIB drawdown is -0.93%. The current RWJ drawdown is -2.26%.
| Rank | JPIB | RWJ |
|---|---|---|
| #1 | -13.13% Mar 4, 2020 - Jul 20, 2020 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -11.83% Sep 16, 2021 - Dec 14, 2023 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -3.75% Feb 26, 2026 - Mar 27, 2026 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -3.13% Jan 25, 2018 - Feb 1, 2019 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -2.19% Feb 11, 2021 - Jun 10, 2021 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -1.97% Sep 27, 2024 - Feb 5, 2025 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -1.93% Mar 8, 2024 - May 15, 2024 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -1.78% Aug 12, 2020 - Nov 5, 2020 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -1.51% Feb 21, 2020 - Mar 4, 2020 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -1.44% Feb 28, 2025 - Apr 22, 2025 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -1.27% Dec 28, 2023 - Jan 31, 2024 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -1.13% Feb 1, 2024 - Mar 7, 2024 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -0.91% Oct 28, 2025 - Dec 26, 2025 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -0.89% Nov 6, 2017 - Dec 1, 2017 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -0.86% Oct 7, 2019 - Dec 13, 2019 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between JPIB and RWJ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2008 - 2026)
JPIB vs RWJ dividend yield comparison.
| Year | JPIB | RWJ |
|---|---|---|
| 2026 | 2.70% | 0.51% |
| 2025 | 4.85% | 1.11% |
| 2024 | 4.57% | 1.15% |
| 2023 | 4.35% | 1.34% |
| 2022 | 3.10% | 1.02% |
| 2021 | 2.59% | 0.61% |
| 2020 | 3.14% | 0.89% |
| 2019 | 4.66% | 1.22% |
| 2018 | 5.83% | 1.44% |
| 2017 | 1.81% | 1.11% |
| 2016 | 0.00% | 0.61% |
| 2015 | 0.00% | 0.74% |
| 2014 | 0.00% | 0.57% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.34% |
| 2011 | 0.00% | 0.37% |
| 2010 | 0.00% | 0.39% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 0.85% |
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