JPIE vs FLOT
Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and ISHARES FLOATING RATE BOND ETF (FLOT, ETF).
5-Year PerformanceFLOT has outperformed JPIE, delivering a return of +4.3% compared to +3.5%
JPIE vs FLOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPIE
$10B
FLOT
$10B
Expense Ratio
JPIE
0.39%
Winner
FLOT
0.15%
Max Drawdown
Winner
JPIE
13.36%
FLOT
13.68%
Sharpe Ratio
JPIE
0.60
Winner
FLOT
0.89
5Y Beta
Winner
JPIE
0.04
FLOT
0.05
5Y Dividends CAGR
JPIE
N/A
FLOT
50.57%
JPIE vs FLOT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPIE
+0.43%
FLOT
+0.31%
3M
JPIE
+0.99%
Winner
FLOT
+1.16%
6M
JPIE
+1.58%
Winner
FLOT
+2.08%
1Y
Winner
JPIE
+4.87%
FLOT
+4.54%
5Y(CAGR)
JPIE
+3.48%
Winner
FLOT
+4.33%
10Y(CAGR)
JPIE
N/A
FLOT
+3.07%
Max(CAGR)
Winner
JPIE
+3.48%
FLOT
+2.31%
JPIE vs FLOT - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | JPIE | FLOT |
|---|---|---|
| 2026 | +2.29% | +2.57% |
| 2025 | +7.34% | +4.87% |
| 2024 | +6.81% | +6.48% |
| 2023 | +6.88% | +6.39% |
| 2022 | -6.13% | +1.33% |
| 2021 | +0.30% | +0.41% |
| 2020 | N/A | +0.85% |
| 2019 | N/A | +4.05% |
| 2018 | N/A | +1.38% |
| 2017 | N/A | +1.59% |
| 2016 | N/A | +1.58% |
| 2015 | N/A | +0.43% |
| 2014 | N/A | +0.08% |
| 2013 | N/A | +0.75% |
| 2012 | N/A | +4.19% |
| 2011 | N/A | -1.77% |
JPIE vs FLOT Drawdown Comparison
The maximum drawdown for JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The maximum drawdown for FLOT was -13.54%, occurring on Mar 19, 2020. Recovery took 117 trading sessions.
| Rank | JPIE | FLOT |
|---|---|---|
| #1 | -9.97% Dec 30, 2021 - Dec 20, 2023 | -13.54% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -1.72% Apr 2, 2025 - Apr 25, 2025 | -2.64% Jul 8, 2011 - Feb 24, 2012 |
| #3 | -1.22% Nov 8, 2021 - Dec 29, 2021 | -2.36% Mar 8, 2023 - Apr 20, 2023 |
| #4 | -1.15% Feb 27, 2026 - Apr 14, 2026 | -1.74% Sep 29, 2021 - Sep 22, 2022 |
| #5 | -1.13% Mar 28, 2024 - May 3, 2024 | -1.57% Apr 2, 2025 - Apr 29, 2025 |
| #6 | -0.91% Oct 1, 2024 - Dec 4, 2024 | -1.07% Nov 12, 2018 - Jan 22, 2019 |
| #7 | -0.83% Feb 1, 2024 - Mar 8, 2024 | -0.84% Mar 2, 2012 - Jul 6, 2012 |
| #8 | -0.81% Dec 29, 2023 - Jan 12, 2024 | -0.64% Nov 1, 2012 - Dec 24, 2012 |
| #9 | -0.69% Jan 12, 2024 - Jan 29, 2024 | -0.60% Sep 22, 2022 - Nov 1, 2022 |
| #10 | -0.68% Dec 23, 2024 - Jan 17, 2025 | -0.59% May 19, 2015 - Apr 15, 2016 |
| #11 | -0.60% May 8, 2026 - May 28, 2026 | -0.56% Sep 29, 2014 - May 19, 2015 |
| #12 | -0.48% Dec 9, 2024 - Dec 23, 2024 | -0.44% Jul 31, 2024 - Aug 14, 2024 |
| #13 | -0.46% May 15, 2024 - May 31, 2024 | -0.43% Mar 23, 2026 - Apr 7, 2026 |
| #14 | -0.42% Mar 8, 2024 - Mar 22, 2024 | -0.41% May 24, 2013 - Aug 14, 2013 |
| #15 | -0.37% Jul 15, 2026 - Aug 4, 2026 | -0.34% Apr 24, 2023 - Apr 27, 2023 |
Correlation
Correlation between JPIE and FLOT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2011 - 2026)
JPIE vs FLOT dividend yield comparison.
| Year | JPIE | FLOT |
|---|---|---|
| 2026 | 3.22% | 2.40% |
| 2025 | 5.65% | 4.84% |
| 2024 | 6.11% | 5.82% |
| 2023 | 5.70% | 5.66% |
| 2022 | 4.49% | 2.06% |
| 2021 | 0.63% | 0.43% |
| 2020 | 0.00% | 1.25% |
| 2019 | 0.00% | 2.78% |
| 2018 | 0.00% | 2.41% |
| 2017 | 0.00% | 1.46% |
| 2016 | 0.00% | 0.97% |
| 2015 | 0.00% | 0.53% |
| 2014 | 0.00% | 0.44% |
| 2013 | 0.00% | 0.47% |
| 2012 | 0.00% | 1.01% |
| 2011 | 0.00% | 0.38% |
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