JPIE vs PRF

Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and INVESCO FTSE RAFI US 1000 ETF (PRF, ETF).

5-Year PerformancePRF has outperformed JPIE, delivering a return of +13.6% compared to +3.5%

JPIE vs PRF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIE(ETF)	PRF(ETF)
Net Assets	$9.70B	$9.70B
Expense Ratio	0.39%	0.34%
Max Drawdown	13.36%	61.60%
Sharpe Ratio	1.01	2.22
5Y Beta	0.04	0.77
P/E Ratio	N/A	25.96
Forward P/E	N/A	16.53
5Y Dividends CAGR	N/A	8.10%
5Y EPS CAGR	N/A	13.84%
Debt to Equity	N/A	28.43%
P/S Ratio	N/A	1.84
P/B Ratio	N/A	2.93

Net Assets

JPIE

$9.70B

PRF

$9.70B

Expense Ratio

JPIE

0.39%

Winner

PRF

0.34%

Max Drawdown

Winner

JPIE

13.36%

PRF

61.60%

Sharpe Ratio

JPIE

1.01

Winner

PRF

2.22

5Y Beta

Winner

JPIE

0.04

PRF

0.77

P/E Ratio

JPIE

N/A

PRF

25.96

Forward P/E

JPIE

N/A

PRF

16.53

5Y Dividends CAGR

JPIE

N/A

PRF

8.10%

5Y EPS CAGR

JPIE

N/A

PRF

13.84%

Debt to Equity

JPIE

N/A

PRF

28.43%

P/S Ratio

JPIE

N/A

PRF

1.84

P/B Ratio

JPIE

N/A

PRF

2.93

JPIE vs PRF - Historical Returns

Returns include dividend reinvestment.

Period	JPIE	PRF
1 month	+0.14%	+1.21%
3 months	+0.86%	+9.26%
6 months	+1.82%	+13.46%
1 year	+5.40%	+30.75%
5 years(CAGR)	+3.46%	+13.59%
10 years(CAGR)	N/A	+13.56%
Max(CAGR)	+3.46%	+10.73%

JPIE

+0.14%

Winner

PRF

+1.21%

JPIE

+0.86%

Winner

PRF

+9.26%

JPIE

+1.82%

Winner

PRF

+13.46%

JPIE

+5.40%

Winner

PRF

+30.75%

5Y(CAGR)

JPIE

+3.46%

Winner

PRF

+13.59%

10Y(CAGR)

JPIE

N/A

PRF

+13.56%

Max(CAGR)

JPIE

+3.46%

Winner

PRF

+10.73%

JPIE vs PRF - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	JPIE	PRF
2026	+2.01%	+16.41%
2025	+7.34%	+18.58%
2024	+6.81%	+16.62%
2023	+6.88%	+15.97%
2022	-6.13%	-8.43%
2021	+0.30%	+32.93%
2020	N/A	+7.20%
2019	N/A	+27.00%
2018	N/A	-9.27%
2017	N/A	+15.10%
2016	N/A	+18.82%
2015	N/A	-2.81%
2014	N/A	+13.21%
2013	N/A	+31.81%
2012	N/A	+15.15%
2011	N/A	-1.65%
2010	N/A	+17.32%
2009	N/A	+37.49%
2008	N/A	-39.32%
2007	N/A	+1.93%
2006	N/A	+17.29%
2005	N/A	-0.34%

JPIE vs PRF Drawdown Comparison

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

The maximum drawdown for PRF was -60.36%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.

Rank	JPIE	PRF
#1	-9.97% Dec 30, 2021 - Dec 20, 2023	-60.36% Jul 13, 2007 - Feb 17, 2011
#2	-1.72% Apr 2, 2025 - Apr 25, 2025	-38.13% Feb 12, 2020 - Nov 16, 2020
#3	-1.22% Nov 8, 2021 - Dec 29, 2021	-21.26% Apr 29, 2011 - Mar 13, 2012
#4	-1.15% Feb 27, 2026 - Apr 14, 2026	-19.76% Sep 21, 2018 - Jul 3, 2019
#5	-1.13% Mar 28, 2024 - May 3, 2024	-19.74% Jan 12, 2022 - Dec 11, 2023
#6	-0.91% Oct 1, 2024 - Dec 4, 2024	-15.83% Nov 29, 2024 - Jul 1, 2025
#7	-0.83% Feb 1, 2024 - Mar 8, 2024	-15.74% May 21, 2015 - Jun 8, 2016
#8	-0.81% Dec 29, 2023 - Jan 12, 2024	-10.76% Mar 26, 2012 - Sep 6, 2012
#9	-0.69% Jan 12, 2024 - Jan 29, 2024	-10.60% Jan 26, 2018 - Sep 19, 2018
#10	-0.68% Dec 23, 2024 - Jan 17, 2025	-7.86% Sep 5, 2014 - Nov 6, 2014
#11	-0.60% May 8, 2026 - May 28, 2026	-6.89% Oct 18, 2012 - Dec 18, 2012
#12	-0.48% Dec 9, 2024 - Dec 23, 2024	-6.81% Jul 26, 2019 - Sep 11, 2019
#13	-0.46% May 15, 2024 - May 31, 2024	-6.68% May 10, 2006 - Sep 1, 2006
#14	-0.42% Mar 8, 2024 - Mar 22, 2024	-6.60% Feb 11, 2026 - Apr 14, 2026
#15	-0.37% Jan 21, 2025 - Jan 31, 2025	-6.54% Jun 8, 2016 - Jul 12, 2016

Correlation

Correlation between JPIE and PRF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

JPIE vs PRF dividend yield comparison.

Year	JPIE	PRF
2026	2.75%	0.66%
2025	5.65%	1.59%
2024	6.11%	1.78%
2023	5.70%	1.84%
2022	4.49%	2.01%
2021	0.63%	1.58%
2020	0.00%	1.97%
2019	0.00%	1.99%
2018	0.00%	2.25%
2017	0.00%	1.58%
2016	0.00%	2.17%
2015	0.00%	2.25%
2014	0.00%	1.73%
2013	0.00%	1.56%
2012	0.00%	2.04%
2011	0.00%	2.06%
2010	0.00%	1.41%
2009	0.00%	1.51%
2008	0.00%	2.91%
2007	0.00%	1.51%
2006	0.00%	1.05%