JPIE vs AIRR

Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR, ETF).

5-Year PerformanceAIRR has outperformed JPIE, delivering a return of +25.0% compared to +3.5%

JPIE vs AIRR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIE(ETF)	AIRR(ETF)
Net Assets	$8.40B	$8.40B
Expense Ratio	0.39%	0.69%
Max Drawdown	13.36%	42.37%
Sharpe Ratio	1.65	2.31
5Y Beta	0.04	1.24
P/E Ratio	N/A	38.25
Forward P/E	N/A	24.88
5Y Dividends CAGR	N/A	45.34%
5Y EPS CAGR	N/A	21.88%
Debt to Equity	N/A	38.32%
P/S Ratio	N/A	2.29
P/B Ratio	N/A	4.18

Net Assets

JPIE

$8.40B

AIRR

$8.40B

Expense Ratio

Winner

JPIE

0.39%

AIRR

0.69%

Max Drawdown

Winner

JPIE

13.36%

AIRR

42.37%

Sharpe Ratio

JPIE

1.65

Winner

AIRR

2.31

5Y Beta

Winner

JPIE

0.04

AIRR

1.24

P/E Ratio

JPIE

N/A

AIRR

38.25

Forward P/E

JPIE

N/A

AIRR

24.88

5Y Dividends CAGR

JPIE

N/A

AIRR

45.34%

5Y EPS CAGR

JPIE

N/A

AIRR

21.88%

Debt to Equity

JPIE

N/A

AIRR

38.32%

P/S Ratio

JPIE

N/A

AIRR

2.29

P/B Ratio

JPIE

N/A

AIRR

4.18

JPIE vs AIRR - Historical Returns

Returns include dividend reinvestment.

Period	JPIE	AIRR
1 month	+0.45%	+8.78%
3 months	+0.63%	+8.17%
6 months	+2.42%	+33.40%
1 year	+6.62%	+76.47%
5 years(CAGR)	+3.47%	+25.02%
10 years(CAGR)	N/A	+22.35%
Max(CAGR)	+3.47%	+17.04%

JPIE

+0.45%

Winner

AIRR

+8.78%

JPIE

+0.63%

Winner

AIRR

+8.17%

JPIE

+2.42%

Winner

AIRR

+33.40%

JPIE

+6.62%

Winner

AIRR

+76.47%

5Y(CAGR)

JPIE

+3.47%

Winner

AIRR

+25.02%

10Y(CAGR)

JPIE

N/A

AIRR

+22.35%

Max(CAGR)

JPIE

+3.47%

Winner

AIRR

+17.04%

JPIE vs AIRR - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	JPIE	AIRR
2026	+1.38%	+27.76%
2025	+7.34%	+28.15%
2024	+6.81%	+34.63%
2023	+6.88%	+31.64%
2022	-6.13%	-2.33%
2021	+0.30%	+35.64%
2020	N/A	+17.89%
2019	N/A	+33.18%
2018	N/A	-20.86%
2017	N/A	+15.55%
2016	N/A	+46.48%
2015	N/A	-8.82%
2014	N/A	-6.57%

JPIE vs AIRR Drawdown Comparison

The maximum drawdown for JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.

The maximum drawdown for AIRR was -42.37%, occurring on Mar 23, 2020. Recovery took 187 trading sessions.

The current AIRR drawdown is -1.76%.

Rank	JPIE	AIRR
#1	-9.97% Dec 30, 2021 - Dec 20, 2023	-42.37% Feb 13, 2020 - Nov 9, 2020
#2	-1.72% Apr 2, 2025 - Apr 25, 2025	-28.40% Apr 2, 2014 - Aug 23, 2016
#3	-1.22% Nov 8, 2021 - Dec 29, 2021	-28.06% Sep 21, 2018 - Nov 1, 2019
#4	-1.15% Feb 27, 2026 - Apr 14, 2026	-27.95% Nov 25, 2024 - Jul 24, 2025
#5	-1.13% Mar 28, 2024 - May 3, 2024	-24.08% Nov 16, 2021 - Jan 13, 2023
#6	-0.91% Oct 1, 2024 - Dec 4, 2024	-15.47% Sep 1, 2023 - Dec 13, 2023
#7	-0.83% Feb 1, 2024 - Mar 8, 2024	-14.36% Mar 3, 2023 - Jun 7, 2023
#8	-0.81% Dec 29, 2023 - Jan 12, 2024	-13.09% Feb 20, 2026 - Apr 14, 2026
#9	-0.69% Jan 12, 2024 - Jan 29, 2024	-11.06% Jan 12, 2018 - Aug 21, 2018
#10	-0.68% Dec 23, 2024 - Jan 17, 2025	-10.05% Jul 31, 2024 - Sep 19, 2024
#11	-0.48% Dec 9, 2024 - Dec 23, 2024	-9.86% May 7, 2021 - Aug 11, 2021
#12	-0.46% May 15, 2024 - May 31, 2024	-9.70% Mar 12, 2021 - May 7, 2021
#13	-0.42% Mar 8, 2024 - Mar 22, 2024	-9.45% Mar 1, 2017 - Sep 19, 2017
#14	-0.37% Jan 21, 2025 - Jan 31, 2025	-9.28% Oct 29, 2025 - Dec 10, 2025
#15	-0.37% Apr 17, 2026 - May 6, 2026	-9.04% May 24, 2024 - Jul 16, 2024

Correlation

Correlation between JPIE and AIRR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2014 - 2026)

JPIE vs AIRR dividend yield comparison.

Year	JPIE	AIRR
2026	1.81%	0.05%
2025	5.65%	0.19%
2024	6.11%	0.18%
2023	5.70%	0.23%
2022	4.49%	0.12%
2021	0.63%	0.05%
2020	0.00%	0.10%
2019	0.00%	0.20%
2018	0.00%	0.43%
2017	0.00%	0.30%
2016	0.00%	0.08%
2015	0.00%	0.47%
2014	0.00%	0.38%