JPIB vs TY

Comparison between JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed JPIB, delivering a return of +11.0% compared to +2.8%

JPIB vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIB(ETF)	TY(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	0.50%	N/A
Max Drawdown	15.66%	78.22%
Sharpe Ratio	0.35	1.99
5Y Beta	0.07	0.71
5Y Dividends CAGR	12.88%	15.01%

Net Assets

JPIB

$2B

Winner

$2.10B

Expense Ratio

JPIB

0.50%

N/A

Max Drawdown

Winner

JPIB

15.66%

78.22%

Sharpe Ratio

JPIB

0.35

Winner

1.99

5Y Beta

Winner

JPIB

0.07

0.71

5Y Dividends CAGR

JPIB

12.88%

Winner

15.01%

JPIB vs TY - Historical Returns

Returns include dividend reinvestment.

Period	JPIB	TY
1 month	+1.13%	+2.42%
3 months	+2.69%	+12.99%
6 months	+1.25%	+9.99%
1 year	+4.58%	+25.08%
5 years(CAGR)	+2.85%	+11.01%
10 years(CAGR)	+3.62%	+14.69%
Max(CAGR)	+3.62%	+6.16%

JPIB

+1.13%

Winner

+2.42%

JPIB

+2.69%

Winner

+12.99%

JPIB

+1.25%

Winner

+9.99%

JPIB

+4.58%

Winner

+25.08%

5Y(CAGR)

JPIB

+2.85%

Winner

+11.01%

10Y(CAGR)

JPIB

+3.62%

Winner

+14.69%

Max(CAGR)

JPIB

+3.62%

Winner

+6.16%

JPIB vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPIB	TY
2026	+1.03%	+10.39%
2025	+7.89%	+17.62%
2024	+4.07%	+22.64%
2023	+8.43%	+17.19%
2022	-6.51%	-16.33%
2021	+0.08%	+31.10%
2020	+6.99%	+12.05%
2019	+10.58%	+28.15%
2018	-1.93%	-5.84%
2017	+2.61%	+27.70%
2016	N/A	+16.71%
2015	N/A	-2.05%
2014	N/A	+11.95%
2013	N/A	+26.03%
2012	N/A	+15.67%
2011	N/A	+4.25%
2010	N/A	+20.29%
2009	N/A	+16.94%
2008	N/A	-44.86%
2007	N/A	+3.50%
2006	N/A	+20.29%
2005	N/A	+4.01%
2004	N/A	+12.95%
2003	N/A	+21.39%
2002	N/A	-28.57%
2001	N/A	-3.49%
2000	N/A	-21.17%
1999	N/A	-8.03%

JPIB vs TY Drawdown Comparison

The maximum drawdown for JPIB was -13.13%, occurring on Mar 19, 2020. Recovery took 95 trading sessions.

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The current JPIB drawdown is -0.58%. The current TY drawdown is -0.66%.

Rank	JPIB	TY
#1	-13.13% Mar 4, 2020 - Jul 20, 2020	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-11.83% Sep 16, 2021 - Dec 14, 2023	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-3.75% Feb 26, 2026 - Mar 27, 2026	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-3.13% Jan 25, 2018 - Feb 1, 2019	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-2.19% Feb 11, 2021 - Jun 10, 2021	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-1.97% Sep 27, 2024 - Feb 5, 2025	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-1.93% Mar 8, 2024 - May 15, 2024	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-1.78% Aug 12, 2020 - Nov 5, 2020	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-1.51% Feb 21, 2020 - Mar 4, 2020	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-1.44% Feb 28, 2025 - Apr 22, 2025	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-1.27% Dec 28, 2023 - Jan 31, 2024	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-1.13% Feb 1, 2024 - Mar 7, 2024	-6.25% May 3, 2019 - Jun 20, 2019
#13	-0.91% Oct 28, 2025 - Dec 26, 2025	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-0.89% Nov 6, 2017 - Dec 1, 2017	-5.06% Mar 28, 2024 - May 20, 2024
#15	-0.86% Oct 7, 2019 - Dec 13, 2019	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between JPIB and TY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

JPIB vs TY dividend yield comparison.

Year	JPIB	TY
2026	2.09%	3.19%
2025	4.85%	11.97%
2024	4.57%	10.61%
2023	4.35%	4.36%
2022	3.10%	8.71%
2021	2.59%	14.13%
2020	3.14%	6.25%
2019	4.66%	6.86%
2018	5.83%	8.13%
2017	1.81%	4.69%
2016	0.00%	4.12%
2015	0.00%	4.05%
2014	0.00%	3.51%
2013	0.00%	3.38%
2012	0.00%	3.74%
2011	0.00%	1.93%
2010	0.00%	1.81%
2009	0.00%	3.32%
2008	0.00%	21.44%
2007	0.00%	11.69%
2006	0.00%	1.25%
2005	0.00%	1.29%
2004	0.00%	1.26%
2003	0.00%	1.04%
2002	0.00%	1.96%
2001	0.00%	7.43%
2000	0.00%	1.56%
1999	0.00%	0.43%