JPIE vs GDXJ

Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and VANECK JUNIOR GOLD MINERS ETF (GDXJ, ETF).

5-Year PerformanceGDXJ has outperformed JPIE, delivering a return of +22.9% compared to +3.4%

JPIE vs GDXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIE(ETF)	GDXJ(ETF)
Net Assets	$8.70B	$8.70B
Expense Ratio	0.39%	0.52%
Max Drawdown	13.36%	90.28%
Sharpe Ratio	1.64	1.65
5Y Beta	0.04	0.84
5Y Dividends CAGR	N/A	29.85%

Net Assets

JPIE

$8.70B

GDXJ

$8.70B

Expense Ratio

Winner

JPIE

0.39%

GDXJ

0.52%

Max Drawdown

Winner

JPIE

13.36%

GDXJ

90.28%

Sharpe Ratio

JPIE

1.64

Winner

GDXJ

1.65

5Y Beta

Winner

JPIE

0.04

GDXJ

0.84

5Y Dividends CAGR

JPIE

N/A

GDXJ

29.85%

JPIE vs GDXJ - Historical Returns

Returns include dividend reinvestment.

Period	JPIE	GDXJ
1 month	+0.10%	+0.64%
3 months	+0.33%	+0.79%
6 months	+2.11%	+30.85%
1 year	+6.23%	+124.52%
5 years(CAGR)	+3.41%	+22.91%
10 years(CAGR)	N/A	+15.19%
Max(CAGR)	+3.41%	+3.63%

JPIE

+0.10%

Winner

GDXJ

+0.64%

JPIE

+0.33%

Winner

GDXJ

+0.79%

JPIE

+2.11%

Winner

GDXJ

+30.85%

JPIE

+6.23%

Winner

GDXJ

+124.52%

5Y(CAGR)

JPIE

+3.41%

Winner

GDXJ

+22.91%

10Y(CAGR)

JPIE

N/A

GDXJ

+15.19%

Max(CAGR)

JPIE

+3.41%

Winner

GDXJ

+3.63%

JPIE vs GDXJ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	JPIE	GDXJ
2026	+1.16%	+14.73%
2025	+7.34%	+159.41%
2024	+6.81%	+17.80%
2023	+6.88%	+3.60%
2022	-6.13%	-12.65%
2021	+0.30%	-26.42%
2020	N/A	+29.97%
2019	N/A	+39.91%
2018	N/A	-13.60%
2017	N/A	+1.49%
2016	N/A	+67.79%
2015	N/A	-22.48%
2014	N/A	-26.23%
2013	N/A	-62.21%
2012	N/A	-21.16%
2011	N/A	-34.17%
2010	N/A	+60.37%
2009	N/A	+1.18%

JPIE vs GDXJ Drawdown Comparison

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

The maximum drawdown for GDXJ was -88.66%, occurring on Jan 19, 2016. Recovery took 3716 trading sessions.

The current JPIE drawdown is -0.22%. The current GDXJ drawdown is -16.85%.

Rank	JPIE	GDXJ
#1	-9.97% Dec 30, 2021 - Dec 20, 2023	-88.66% Apr 8, 2011 - Jan 20, 2026
#2	-1.72% Apr 2, 2025 - Apr 25, 2025	-32.92% Feb 27, 2026 - Mar 20, 2026
#3	-1.22% Nov 8, 2021 - Dec 29, 2021	-25.19% Dec 2, 2009 - May 11, 2010
#4	-1.15% Feb 27, 2026 - Apr 14, 2026	-19.45% Jan 28, 2026 - Feb 26, 2026
#5	-1.13% Mar 28, 2024 - May 3, 2024	-18.38% Dec 6, 2010 - Apr 5, 2011
#6	-0.91% Oct 1, 2024 - Dec 4, 2024	-18.30% May 12, 2010 - Sep 1, 2010
#7	-0.83% Feb 1, 2024 - Mar 8, 2024	-11.81% Nov 8, 2010 - Dec 2, 2010
#8	-0.81% Dec 29, 2023 - Jan 12, 2024	-8.14% Oct 13, 2010 - Nov 2, 2010
#9	-0.69% Jan 12, 2024 - Jan 29, 2024	-4.28% Nov 25, 2009 - Dec 1, 2009
#10	-0.68% Dec 23, 2024 - Jan 17, 2025	-2.99% Oct 6, 2010 - Oct 13, 2010
#11	-0.48% Dec 9, 2024 - Dec 23, 2024	-2.69% Sep 22, 2010 - Oct 5, 2010
#12	-0.46% May 15, 2024 - May 31, 2024	-2.55% Sep 8, 2010 - Sep 14, 2010
#13	-0.42% Mar 8, 2024 - Mar 22, 2024	-2.36% Nov 11, 2009 - Nov 16, 2009
#14	-0.37% Jan 21, 2025 - Jan 31, 2025	-1.38% Nov 23, 2009 - Nov 25, 2009
#15	-0.37% Apr 17, 2026 - May 6, 2026	-1.07% Nov 18, 2009 - Nov 23, 2009

Correlation

Correlation between JPIE and GDXJ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2010 - 2026)

JPIE vs GDXJ dividend yield comparison.

Year	JPIE	GDXJ
2026	1.82%	0.00%
2025	5.65%	2.33%
2024	6.11%	2.61%
2023	5.70%	0.72%
2022	4.49%	0.51%
2021	0.63%	1.78%
2020	0.00%	1.58%
2019	0.00%	0.39%
2018	0.00%	0.45%
2017	0.00%	0.03%
2016	0.00%	4.78%
2015	0.00%	0.72%
2014	0.00%	0.74%
2012	0.00%	3.79%
2011	0.00%	6.42%
2010	0.00%	7.34%