JPIE vs FDVV
Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and FIDELITY HIGH DIVIDEND ETF (FDVV, ETF).
5-Year PerformanceFDVV has outperformed JPIE, delivering a return of +14.5% compared to +3.5%
JPIE vs FDVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPIE
$9.70B
FDVV
$9.70B
Expense Ratio
JPIE
0.39%
Winner
FDVV
0.15%
Max Drawdown
Winner
JPIE
13.36%
FDVV
41.11%
Sharpe Ratio
JPIE
1.01
Winner
FDVV
1.66
5Y Beta
Winner
JPIE
0.04
FDVV
0.73
P/E Ratio
JPIE
N/A
FDVV
21.44
Forward P/E
JPIE
N/A
FDVV
17.88
PEG Ratio
JPIE
N/A
FDVV
0.28
5Y Dividends CAGR
JPIE
N/A
FDVV
11.60%
5Y EPS CAGR
JPIE
N/A
FDVV
19.23%
Debt to Equity
JPIE
N/A
FDVV
-195.38%
P/S Ratio
JPIE
N/A
FDVV
2.34
P/B Ratio
JPIE
N/A
FDVV
3.46
JPIE vs FDVV - Historical Returns
Returns include dividend reinvestment.
1M
JPIE
+0.14%
Winner
FDVV
+2.31%
3M
JPIE
+0.86%
Winner
FDVV
+8.29%
6M
JPIE
+1.82%
Winner
FDVV
+10.47%
1Y
JPIE
+5.40%
Winner
FDVV
+21.92%
5Y(CAGR)
JPIE
+3.46%
Winner
FDVV
+14.46%
10Y(CAGR)
JPIE
N/A
FDVV
+13.71%
Max(CAGR)
JPIE
+3.46%
Winner
FDVV
+13.71%
JPIE vs FDVV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JPIE | FDVV |
|---|---|---|
| 2026 | +2.01% | +11.67% |
| 2025 | +7.34% | +16.99% |
| 2024 | +6.81% | +21.74% |
| 2023 | +6.88% | +18.23% |
| 2022 | -6.13% | -4.97% |
| 2021 | +0.30% | +31.16% |
| 2020 | N/A | +2.54% |
| 2019 | N/A | +23.65% |
| 2018 | N/A | -1.96% |
| 2017 | N/A | +12.52% |
| 2016 | N/A | +5.06% |
JPIE vs FDVV Drawdown Comparison
The maximum drawdown for JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The maximum drawdown for FDVV was -40.21%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
| Rank | JPIE | FDVV |
|---|---|---|
| #1 | -9.97% Dec 30, 2021 - Dec 20, 2023 | -40.21% Feb 14, 2020 - Jan 6, 2021 |
| #2 | -1.72% Apr 2, 2025 - Apr 25, 2025 | -20.17% Mar 29, 2022 - Jul 12, 2023 |
| #3 | -1.22% Nov 8, 2021 - Dec 29, 2021 | -15.90% Feb 20, 2025 - Jun 24, 2025 |
| #4 | -1.15% Feb 27, 2026 - Apr 14, 2026 | -15.03% Sep 21, 2018 - Apr 1, 2019 |
| #5 | -1.13% Mar 28, 2024 - May 3, 2024 | -10.00% Jul 26, 2023 - Dec 13, 2023 |
| #6 | -0.91% Oct 1, 2024 - Dec 4, 2024 | -9.29% Feb 11, 2026 - May 6, 2026 |
| #7 | -0.83% Feb 1, 2024 - Mar 8, 2024 | -9.08% Jan 26, 2018 - Jul 10, 2018 |
| #8 | -0.81% Dec 29, 2023 - Jan 12, 2024 | -7.13% Apr 30, 2019 - Jul 3, 2019 |
| #9 | -0.69% Jan 12, 2024 - Jan 29, 2024 | -5.84% Jan 12, 2022 - Mar 22, 2022 |
| #10 | -0.68% Dec 23, 2024 - Jan 17, 2025 | -5.68% Jul 29, 2019 - Sep 11, 2019 |
| #11 | -0.60% May 8, 2026 - May 28, 2026 | -5.64% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -0.48% Dec 9, 2024 - Dec 23, 2024 | -5.05% Jul 16, 2024 - Aug 15, 2024 |
| #13 | -0.46% May 15, 2024 - May 31, 2024 | -5.01% Sep 22, 2016 - Nov 18, 2016 |
| #14 | -0.42% Mar 8, 2024 - Mar 22, 2024 | -4.32% Nov 15, 2021 - Dec 10, 2021 |
| #15 | -0.37% Jan 21, 2025 - Jan 31, 2025 | -4.25% Sep 2, 2021 - Oct 15, 2021 |
Correlation
Correlation between JPIE and FDVV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
JPIE vs FDVV dividend yield comparison.
| Year | JPIE | FDVV |
|---|---|---|
| 2026 | 2.75% | 1.53% |
| 2025 | 5.65% | 2.89% |
| 2024 | 6.11% | 2.94% |
| 2023 | 5.70% | 3.77% |
| 2022 | 4.49% | 3.44% |
| 2021 | 0.63% | 2.70% |
| 2020 | 0.00% | 3.19% |
| 2019 | 0.00% | 3.93% |
| 2018 | 0.00% | 4.05% |
| 2017 | 0.00% | 3.66% |
| 2016 | 0.00% | 1.04% |
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