JPIE vs QLD

Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and PROSHARES ULTRA QQQ (QLD, ETF).

5-Year PerformanceQLD has outperformed JPIE, delivering a return of +23.7% compared to +3.5%

JPIE vs QLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIE(ETF)	QLD(ETF)
Net Assets	$8.40B	$8.40B
Expense Ratio	0.39%	N/A
Max Drawdown	13.36%	83.99%
Sharpe Ratio	1.65	2.19
5Y Beta	0.04	2.43
P/E Ratio	N/A	37.07
Forward P/E	N/A	24.32
PEG Ratio	N/A	0.46
5Y Dividends CAGR	N/A	158.40%
5Y EPS CAGR	N/A	31.06%
Debt to Equity	N/A	35.16%
P/S Ratio	N/A	5.81
P/B Ratio	N/A	8.89

Net Assets

JPIE

$8.40B

QLD

$8.40B

Expense Ratio

JPIE

0.39%

QLD

N/A

Max Drawdown

Winner

JPIE

13.36%

QLD

83.99%

Sharpe Ratio

JPIE

1.65

Winner

QLD

2.19

5Y Beta

Winner

JPIE

0.04

QLD

2.43

P/E Ratio

JPIE

N/A

QLD

37.07

Forward P/E

JPIE

N/A

QLD

24.32

PEG Ratio

JPIE

N/A

QLD

0.46

5Y Dividends CAGR

JPIE

N/A

QLD

158.40%

5Y EPS CAGR

JPIE

N/A

QLD

31.06%

Debt to Equity

JPIE

N/A

QLD

35.16%

P/S Ratio

JPIE

N/A

QLD

5.81

P/B Ratio

JPIE

N/A

QLD

8.89

JPIE vs QLD - Historical Returns

Returns include dividend reinvestment.

Period	JPIE	QLD
1 month	+0.45%	+36.73%
3 months	+0.63%	+31.37%
6 months	+2.42%	+30.99%
1 year	+6.62%	+97.12%
5 years(CAGR)	+3.47%	+23.71%
10 years(CAGR)	N/A	+35.97%
Max(CAGR)	+3.47%	+25.63%

JPIE

+0.45%

Winner

QLD

+36.73%

JPIE

+0.63%

Winner

QLD

+31.37%

JPIE

+2.42%

Winner

QLD

+30.99%

JPIE

+6.62%

Winner

QLD

+97.12%

5Y(CAGR)

JPIE

+3.47%

Winner

QLD

+23.71%

10Y(CAGR)

JPIE

N/A

QLD

+35.97%

Max(CAGR)

JPIE

+3.47%

Winner

QLD

+25.63%

JPIE vs QLD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	JPIE	QLD
2026	+1.38%	+30.87%
2025	+7.34%	+30.94%
2024	+6.81%	+47.79%
2023	+6.88%	+120.84%
2022	-6.13%	-61.32%
2021	+0.30%	+59.15%
2020	N/A	+82.89%
2019	N/A	+80.35%
2018	N/A	-11.39%
2017	N/A	+67.44%
2016	N/A	+14.97%
2015	N/A	+15.22%
2014	N/A	+39.73%
2013	N/A	+71.07%
2012	N/A	+30.04%
2011	N/A	-2.94%
2010	N/A	+33.34%
2009	N/A	+103.28%
2008	N/A	-71.99%
2007	N/A	+28.36%
2006	N/A	+19.47%

JPIE vs QLD Drawdown Comparison

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

The maximum drawdown for QLD was -83.16%, occurring on Mar 9, 2009. Recovery took 1103 trading sessions.

Rank	JPIE	QLD
#1	-9.97% Dec 30, 2021 - Dec 20, 2023	-83.16% Oct 31, 2007 - Mar 19, 2012
#2	-1.72% Apr 2, 2025 - Apr 25, 2025	-63.68% Nov 19, 2021 - May 24, 2024
#3	-1.22% Nov 8, 2021 - Dec 29, 2021	-51.72% Feb 19, 2020 - Jul 1, 2020
#4	-1.15% Feb 27, 2026 - Apr 14, 2026	-42.46% Aug 29, 2018 - Jul 10, 2019
#5	-1.13% Mar 28, 2024 - May 3, 2024	-42.29% Dec 16, 2024 - Jul 17, 2025
#6	-0.91% Oct 1, 2024 - Dec 4, 2024	-30.74% Nov 4, 2015 - Aug 5, 2016
#7	-0.83% Feb 1, 2024 - Mar 8, 2024	-26.47% Jul 20, 2015 - Nov 3, 2015
#8	-0.81% Dec 29, 2023 - Jan 12, 2024	-26.20% Jul 10, 2024 - Nov 7, 2024
#9	-0.69% Jan 12, 2024 - Jan 29, 2024	-25.13% Oct 29, 2025 - Apr 17, 2026
#10	-0.68% Dec 23, 2024 - Jan 17, 2025	-24.51% Sep 2, 2020 - Dec 7, 2020
#11	-0.48% Dec 9, 2024 - Dec 23, 2024	-22.39% Sep 19, 2012 - Apr 30, 2013
#12	-0.46% May 15, 2024 - May 31, 2024	-22.26% Apr 3, 2012 - Sep 6, 2012
#13	-0.42% Mar 8, 2024 - Mar 22, 2024	-21.02% Feb 12, 2021 - Apr 13, 2021
#14	-0.37% Jan 21, 2025 - Jan 31, 2025	-20.31% Mar 12, 2018 - Jun 6, 2018
#15	-0.37% Apr 17, 2026 - May 6, 2026	-19.72% Jan 26, 2018 - Mar 9, 2018

Correlation

Correlation between JPIE and QLD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2006 - 2026)

JPIE vs QLD dividend yield comparison.

Year	JPIE	QLD
2026	1.81%	0.01%
2025	5.65%	0.17%
2024	6.11%	0.25%
2023	5.70%	0.34%
2022	4.49%	0.31%
2021	0.63%	0.00%
2020	0.00%	0.00%
2019	0.00%	0.13%
2018	0.00%	0.06%
2017	0.00%	0.02%
2016	0.00%	0.21%
2015	0.00%	0.11%
2014	0.00%	0.19%
2013	0.00%	0.13%
2012	0.00%	0.15%
2008	0.00%	0.12%
2007	0.00%	5.14%
2006	0.00%	6.69%