JPIE vs ONEQ
Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ, ETF).
5-Year PerformanceONEQ has outperformed JPIE, delivering a return of +13.7% compared to +3.5%
JPIE vs ONEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JPIE vs ONEQ - Historical Returns
Returns include dividend reinvestment.
JPIE vs ONEQ - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | JPIE | ONEQ |
|---|---|---|
| 2026 | +2.29% | +15.87% |
| 2025 | +7.34% | +21.08% |
| 2024 | +6.81% | +31.75% |
| 2023 | +6.88% | +46.53% |
| 2022 | -6.13% | -32.97% |
| 2021 | +0.30% | +24.00% |
| 2020 | N/A | +43.15% |
| 2019 | N/A | +37.55% |
| 2018 | N/A | -4.54% |
| 2017 | N/A | +28.37% |
| 2016 | N/A | +11.35% |
| 2015 | N/A | +7.55% |
| 2014 | N/A | +15.19% |
| 2013 | N/A | +35.41% |
| 2012 | N/A | +15.29% |
| 2011 | N/A | -2.18% |
| 2010 | N/A | +16.05% |
| 2009 | N/A | +39.93% |
| 2008 | N/A | -38.87% |
| 2007 | N/A | +9.80% |
| 2006 | N/A | +8.55% |
| 2005 | N/A | +3.01% |
| 2004 | N/A | +8.54% |
| 2003 | N/A | +9.20% |
JPIE vs ONEQ Drawdown Comparison
The maximum drawdown for JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The maximum drawdown for ONEQ was -55.09%, occurring on Mar 9, 2009. Recovery took 823 trading sessions.
The current ONEQ drawdown is -1.14%.
| Rank | JPIE | ONEQ |
|---|---|---|
| #1 | -9.97% Dec 30, 2021 - Dec 20, 2023 | -55.09% Oct 31, 2007 - Feb 7, 2011 |
| #2 | -1.72% Apr 2, 2025 - Apr 25, 2025 | -35.23% Nov 19, 2021 - Jan 29, 2024 |
| #3 | -1.22% Nov 8, 2021 - Dec 29, 2021 | -30.16% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -1.15% Feb 27, 2026 - Apr 14, 2026 | -24.09% Dec 16, 2024 - Jun 26, 2025 |
| #5 | -1.13% Mar 28, 2024 - May 3, 2024 | -23.27% Aug 31, 2018 - Apr 23, 2019 |
| #6 | -0.91% Oct 1, 2024 - Dec 4, 2024 | -18.54% Jul 7, 2011 - Feb 2, 2012 |
| #7 | -0.83% Feb 1, 2024 - Mar 8, 2024 | -18.36% Jan 20, 2004 - Dec 3, 2004 |
| #8 | -0.81% Dec 29, 2023 - Jan 12, 2024 | -17.65% Jul 20, 2015 - Jul 29, 2016 |
| #9 | -0.69% Jan 12, 2024 - Jan 29, 2024 | -14.70% Apr 19, 2006 - Oct 16, 2006 |
| #10 | -0.68% Dec 23, 2024 - Jan 17, 2025 | -13.24% Jul 10, 2024 - Oct 29, 2024 |
| #11 | -0.60% May 8, 2026 - May 28, 2026 | -12.72% Dec 30, 2004 - Jul 20, 2005 |
| #12 | -0.48% Dec 9, 2024 - Dec 23, 2024 | -12.64% Oct 29, 2025 - Apr 15, 2026 |
| #13 | -0.46% May 15, 2024 - May 31, 2024 | -11.96% Sep 2, 2020 - Nov 25, 2020 |
| #14 | -0.42% Mar 8, 2024 - Mar 22, 2024 | -11.77% Mar 27, 2012 - Sep 6, 2012 |
| #15 | -0.37% Jul 15, 2026 - Aug 4, 2026 | -10.92% Sep 19, 2012 - Feb 1, 2013 |
Correlation
Correlation between JPIE and ONEQ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
JPIE vs ONEQ dividend yield comparison.
| Year | JPIE | ONEQ |
|---|---|---|
| 2026 | 3.22% | 0.57% |
| 2025 | 5.65% | 0.54% |
| 2024 | 6.11% | 0.65% |
| 2023 | 5.70% | 0.71% |
| 2022 | 4.49% | 0.97% |
| 2021 | 0.63% | 0.54% |
| 2020 | 0.00% | 0.71% |
| 2019 | 0.00% | 2.51% |
| 2018 | 0.00% | 1.08% |
| 2017 | 0.00% | 0.84% |
| 2016 | 0.00% | 1.12% |
| 2015 | 0.00% | 1.04% |
| 2014 | 0.00% | 1.19% |
| 2013 | 0.00% | 0.84% |
| 2012 | 0.00% | 1.42% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.68% |
| 2009 | 0.00% | 0.51% |
| 2008 | 0.00% | 0.92% |
| 2007 | 0.00% | 0.57% |
| 2006 | 0.00% | 0.46% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 1.20% |
| 2003 | 0.00% | 0.09% |
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