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 +13.1% compared to +3.5%

JPIE vs FDVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIE(ETF)	FDVV(ETF)
Net Assets	$8.40B	$8.50B
Expense Ratio	0.39%	0.15%
Max Drawdown	13.36%	41.11%
Sharpe Ratio	1.65	1.99
5Y Beta	0.04	0.74
P/E Ratio	N/A	20.43
Forward P/E	N/A	17.27
PEG Ratio	N/A	0.37
5Y Dividends CAGR	N/A	9.76%
5Y EPS CAGR	N/A	20.70%
Debt to Equity	N/A	-103.08%
P/S Ratio	N/A	2.33
P/B Ratio	N/A	3.39

Net Assets

JPIE

$8.40B

Winner

FDVV

$8.50B

Expense Ratio

JPIE

0.39%

Winner

FDVV

0.15%

Max Drawdown

Winner

JPIE

13.36%

FDVV

41.11%

Sharpe Ratio

JPIE

1.65

Winner

FDVV

1.99

5Y Beta

Winner

JPIE

0.04

FDVV

0.74

P/E Ratio

JPIE

N/A

FDVV

20.43

Forward P/E

JPIE

N/A

FDVV

17.27

PEG Ratio

JPIE

N/A

FDVV

0.37

5Y Dividends CAGR

JPIE

N/A

FDVV

9.76%

5Y EPS CAGR

JPIE

N/A

FDVV

20.70%

Debt to Equity

JPIE

N/A

FDVV

-103.08%

P/S Ratio

JPIE

N/A

FDVV

2.33

P/B Ratio

JPIE

N/A

FDVV

3.39

JPIE vs FDVV - Historical Returns

Returns include dividend reinvestment.

Period	JPIE	FDVV
1 month	+0.45%	+4.48%
3 months	+0.63%	+0.44%
6 months	+2.42%	+8.52%
1 year	+6.62%	+25.73%
5 years(CAGR)	+3.47%	+13.12%
10 years(CAGR)	N/A	+13.29%
Max(CAGR)	+3.47%	+13.29%

JPIE

+0.45%

Winner

FDVV

+4.48%

Winner

JPIE

+0.63%

FDVV

+0.44%

JPIE

+2.42%

Winner

FDVV

+8.52%

JPIE

+6.62%

Winner

FDVV

+25.73%

5Y(CAGR)

JPIE

+3.47%

Winner

FDVV

+13.12%

10Y(CAGR)

JPIE

N/A

FDVV

+13.29%

Max(CAGR)

JPIE

+3.47%

Winner

FDVV

+13.29%

JPIE vs FDVV - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	JPIE	FDVV
2026	+1.38%	+5.18%
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.

The current FDVV drawdown is -0.18%.

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	-0.48% Dec 9, 2024 - Dec 23, 2024	-5.64% Nov 29, 2024 - Feb 19, 2025
#12	-0.46% May 15, 2024 - May 31, 2024	-5.05% Jul 16, 2024 - Aug 15, 2024
#13	-0.42% Mar 8, 2024 - Mar 22, 2024	-5.01% Sep 22, 2016 - Nov 18, 2016
#14	-0.37% Jan 21, 2025 - Jan 31, 2025	-4.32% Nov 15, 2021 - Dec 10, 2021
#15	-0.37% Apr 17, 2026 - May 6, 2026	-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	1.81%	0.74%
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%